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Results: 125

AgilLink

AgilLink AgilLink

United States of America
Accounting

AgilLink provides secure bill pay and client accounting technology to firms that serve ultra-high-net-worth individuals, including family offices, business managers, and athletes.

Mobile AppTransparency
PandaConnect

PandaConnect PandaConnect

Denmark
Consolidated Reporting

PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App
Giving Place, Inc.

Giving Place, Inc. Giving Place, Inc.

United States of America
Technology provider

Giving Place is the first-ever software solution for optimizing all forms of charitable giving for major donors and their families.

Custom ReportsOther ServicesTransparencyVisionary Purpose AdvisoryAsset ManagementCorporate FinanceFundGovernanceManagementNon-Financial AdvisoryOtherReportingResearch
Ruby

Ruby Ruby

United States of America
Portfolio Management

RUBY brings to our clients an unparalleled ability to manage their wealth across all asset classes in a unified, real-time platform, tailored to the unique needs of each family.

Custom Development ServiceCustom ReportsFull Multi-Currency Support
Asset Vantage

Asset Vantage Asset Vantage

United States of America
Consolidated Reporting

Performance Reporting & General Ledger on demand.

Ability to WhitelabelFull Multi-Currency SupportMobile App
Arch

Arch Arch

United States of America
Data Aggregation

Intuitive, digital investment admin that tracks data from all private investments in a single platform.

Digital ExcellenceTransparency Reporting
Royalty Exchange

Royalty Exchange Royalty Exchange

United States of America
Exchange

Royalty Exchange is the largest, most trusted, market for royalty investing. The company offers royalty assets from all forms of intellectual property and all investment sizes.

Private Wealth Systems

Private Wealth Systems Private Wealth Systems

United States of America
Consolidated Reporting

Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App
SS&C Family Office Services

SS&C Family Office Services SS&C Family Office Services

United States of America
Consolidated Reporting

SS&C Family Office Services eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support
Canopy

Canopy Canopy

United States of America
Consolidated Reporting

Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support
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