Access leading Family Office software providers

Search our comprehensive directory of family office software providers, and access solutions to suit your bespoke needs.

 

In the intricate world of family offices, the need for efficient and accurate management of financial and investment affairs is paramount. With the advent of sophisticated family office software, these entities are now empowered to navigate complex financial landscapes more effectively than ever before. Family office software has become an indispensable tool for high-net-worth families.

 

Such software solutions, from accounting to investment management, address unique and specialised needs like consolidated financial reporting, bespoke asset management, and complex tax planning. They enable family offices to manage their diverse portfolio of assets and investments while ensuring compliance and efficiency.

 

Family Office accounting software: ensuring financial precision

Accounting is the backbone of any financial operation, and family offices are no exception. The best family office accounting software offers comprehensive functionalities like multi-currency support, customised reporting, and integration with banking systems, ensuring that all financial activities are tracked accurately.

Similarly, investment management is a critical component of family offices. Family office investment management software provides tools for portfolio analysis, risk assessment, and performance tracking. This software helps in making informed decisions, balancing risks, and maximising returns on investments.

Multi-Family Office software solutions to streamlining operations

Multi-family offices, managing the assets of multiple families, require robust software solutions that can handle increased complexity. Multi-family office software offers enhanced features like bulk transaction processing, detailed client reporting, and comprehensive asset allocation models.

The rise of data visualisation and automation in Family Offices

The integration of bespoke software development, data automation, and visualisation tools in family office software has revolutionised how family offices interpret data. These advancements allow for real-time financial insights and facilitate more strategic decision-making processes.

Factors to consider when choosing the right software

Selecting the best family office software involves considering factors such as user-friendliness, customization options, scalability, and security. It’s important to choose software that aligns with the specific needs and goals of the family office.

The right family office software can significantly enhance the efficiency and effectiveness of family office operations. By choosing a solution that best fits their unique requirements, family offices can ensure seamless management of their financial affairs, from accounting to investment management. As the landscape of family office management continues to evolve, staying abreast of the latest software advancements will be key to maintaining a competitive edge.

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Search our comprehensive directory of family office service providers, and review curated software solutions to meet your needs.

 

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Results: 152

Clarity AI Clarity AI

United States of America
Compliance, Data, Impact & ESG, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services ManagementMeasurementReportingResearch

Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions. 

PrizmaDesk PrizmaDesk

Slovenia
Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management
Ability to WhitelabelBanking ProvidersConsolidated ViewCustom ReportsFull Multi-Currency SupportMobile AppTransparency

PrizmaDesk is a comprehensive portfolio consolidation platform. We provide a centralised repository of precise, full-picture investment data for family offices and high HNWIs.

eXeer by Point Group eXeer by Point Group

United Kingdom
Consolidated Reporting, Data Aggregation, Foundation, Technology provider
Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportProven Agility

The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth.

SEI – Archway Platform℠ SEI – Archway Platform℠

United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management
Ability to WhitelabelFull Multi-Currency SupportMobile App

SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.

Altoo Altoo

Switzerland
Consolidated Reporting, Data Aggregation, Governance, Risk Management
Ability to WhitelabelCustom ReportsFull Multi-Currency SupportMobile App

The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.

STP Investment Services STP Investment Services

United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management, Technology provider
Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportProven AgilityTransparencyVisionary Purpose

We provide a true partnership with Family Offices and Wealth Management Firms needing to communicate a clear, well organized and professional story to each of their clients.

Apliqo Apliqo

Switzerland
Data Aggregation, Portfolio Management
Consolidated ViewTransparency

Improve your transparency in Private Markets investments.

Etops Etops

Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.

Copia Wealth Studios Copia Wealth Studios

United States of America
Consolidated Reporting, Data Aggregation, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.

Atalaya Atalaya

Spain
Data Aggregation, Governance, Portfolio Management, Real estate
Ability to Whitelabel

Atalaya empowers family offices with data and technology for wealth structuring.

Elysys Elysys

Monaco
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.

Canoe Canoe

United States of America
Data, Data Aggregation, Private Markets, Technology provider
Digital ExcellenceTransparency

Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.

Nines Nines

New York City
CRM, Data, Data Aggregation, Media, Property managers, Real estate, Real-estate related ventures, Realtors
Custom Development ServiceMobile App ManagementReal Estate

Discerning families and family offices use Nines as a centralized household manual and operating system to simplify managing properties, assets, vendors, staff, projects, and more.

Asora Asora

Ireland
Consolidated Reporting, Data, Data Aggregation, Governance, Portfolio Management
Ability to WhitelabelDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilityVisionary Purpose

Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on demand reporting on web and mobile.

Giving Place, Inc. Giving Place, Inc.

United States of America
Compliance, Consolidated Reporting, CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management, Technology provider
Custom ReportsOther ServicesTransparencyVisionary Purpose AdvisoryAsset ManagementCorporate FinanceFundGovernanceManagementNon-Financial AdvisoryReportingResearch

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

FundCount FundCount

United States of America
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management
Custom Development ServiceCustom ReportsFull Multi-Currency Support

FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals.

Trustworthy Trustworthy

United States of America
Technology provider
Digital ExcellenceMobile AppTransparencyVisionary Purpose

Trustworthy partners with wealth and family offices to provide a digital vault to secure their clients' most sensitive information.

Way2B1 Way2B1

United States of America
Accounting, Governance, Impact & ESG, Real estate
Mobile App

Our mission is to enable Family Offices to better manage their complex life by providing a secure, private, and efficient operating environment that connects them with their ecosystem service providers and each other.

Northern Trust Family Office Technology Northern Trust Family Office Technology

United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Outsourced solutions, Portfolio Management, Risk Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families.

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

United States of America
Accounting, Client Portal, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

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.

PetakSys PetakSys

Hungary
Accounting, Asset managers, Banking Providers, CRM, Data, Developers, Portfolio Management, Technology provider
Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsDigital ExcellenceDiversityFull Multi-Currency SupportVisionary Purpose

PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.

Masttro Masttro

United States of America
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.

WIZE by TeamWork WIZE by TeamWork

Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.

PandaConnect PandaConnect

Denmark
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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

Sandbox Wealth Sandbox Wealth

United States of America
Artificial Intelligence, Banking Providers, Commercial Bank, Consolidated Reporting, Data, Data Aggregation, Private Bank, Reporting, Technology provider
Ability to WhitelabelAI PoweredBanking ProvidersConsolidated ViewFull Multi-Currency Support

Sandbox Wealth is a turnkey banking platform for independent advisors and family offices.

MyFO MyFO

Canada
Consolidated Reporting, Data Aggregation, Investing technology, Portfolio Management, Technology provider
AI PoweredConsolidated ViewDigital ExcellenceProven AgilityTransparency

The most advanced family office experience which merges efficiency and advanced AI to bring family office services to your fingertips.

Addepar Addepar

United States of America
Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

Landytech Landytech

United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
Ability to WhitelabelCustom ReportsFull Multi-Currency Support

Landytech is a financial technology company empowering family offices to make informed investment decisions.

Aleta Aleta

Denmark
Accounting, Compliance, Consolidated Reporting, Data, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
Asset ManagementReportingWealth Management

Aleta provides a truly holistic overview of the family wealth and unlocks valuable insights to elevate your wealth strategy. For family offices, by family offices.

SumIt SumIt

United States of America
Accounting, Consolidated Reporting
Other

SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.

Swimbird Swimbird

Sweden
Consolidated Reporting, Data Aggregation, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

The Swimbird Platform SWIP is a modern portfolio management solution, which gives the client a holistic view of their total portfolio - everything in one place.

Private Wealth Systems Private Wealth Systems

United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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

Asset Vantage Asset Vantage

United States of America
Accounting, Consolidated Reporting, Data Aggregation, Peer Benchmarking, Portfolio Management
Ability to WhitelabelFull Multi-Currency SupportMobile App

Performance Reporting & General Ledger on demand.

Ethic Ethic

United States of America
Consolidated Reporting, Data Aggregation, Fund & External Asset Manager, Impact & ESG, Portfolio Management, Reporting, Technology provider
Ability to WhitelabelCustom Reports AdvisoryAsset ManagementManagementMeasurementReportingResearch

Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

Black Diamond Wealth Platform Black Diamond Wealth Platform

United States of America
Accounting, Client Portal, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

SS&C’s Black Diamond® Wealth Platform offers family offices a fully-integrated cloud-native solution with customizable and robust household performance reporting, alternative data aggregation, and an immersive client portal.

Nasdaq for Family Offices Nasdaq for Family Offices

United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Impact & ESG, Peer Benchmarking, Portfolio & Cost Analysis, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.

Performativ Performativ

Denmark
Advisors, Asset managers, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Technology provider
Ability to WhitelabelBanking ProvidersFull Multi-Currency SupportMobile App

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.

Orca Orca

Switzerland
Compliance, Consolidated Reporting, Data Aggregation, Governance
Ability to Whitelabel

Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.

Eton Solutions Eton Solutions

United States of America
Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.

KeeSystem KeeSystem

Switzerland
Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Ability to WhitelabelBanking ProvidersCustom Development ServiceDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilitySustainabilityTransparencyVisionary Purpose

Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.

Canopy Canopy

United States of America
Accounting, Consolidated Reporting, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

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

Hemonto Hemonto

Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Outsourced solutions, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.

WealthArc WealthArc

Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Custom ReportsFull Multi-Currency Support

WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.

Jay Solutions

Switzerland
Consolidated Reporting, Portfolio Management

Jay Solutions is on a mission to transform the management of wealth for individuals and businesses alike. Its cutting-edge solution seamlessly integrates a wide range of financial data and consolidates it into a unified, user-friendly format.

Sharpfin

Sweden
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

We digitize all processes for small to medium size wealth managers within a single cloud service

Wealth Spectrum

India
Consolidated Reporting, Portfolio Management

WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focused on financial services industry.

Finlight

United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

We make investment reporting data easy to analyse and integrate with any tool.

eVestment

United States of America
Data Aggregation

eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service.

FutureVault

Canada
Governance

FutureVault is a digital vault and secure document exchange solution helping institutions and firms digitise their business, transform document handling, and improve the digital client experience.

Wealth Objects

United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management

We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions, and to improve their existing platforms.

8topuz

United Arab Emirates
Trading
Ability to WhitelabelCustom Development ServiceMobile App

8topuz Wealth Fintech is an award-winning artificial intelligence and machine learning provider, based in Cyprus and in the UAE, offering automated and audited investment solutions

Simcorp Coric

Denmark
Consolidated Reporting, CRM, Data Aggregation

SimCorp provides integrated, best-in-class, multi-asset investment management solutions.

Tindeco

Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Ability to Whitelabel

Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.

Asset Metrix

Germany
Consolidated Reporting

AssetMetrix is not an investor, an investment consultant, or a placement agent, but currently administers portfolios with a total volume of over €12 billion and more than 1500 funds.

Sprout

United Kingdom
Private Markets

Sprout helps investors deploy better and faster into private markets. Better visibility, processes, and faster connections drive better outcomes.

Ruby

United States of America
Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management, Trading
Custom Development ServiceCustom ReportsFull Multi-Currency Support

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.

Arch

United States of America
Consolidated Reporting, Data Aggregation
Digital ExcellenceTransparency Reporting

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

Valuefy

India
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Valuefy provides digital platform for family offices to do real time data aggregation , Investment analytics with powerful visualization and Performance Attribution.

Sensiba

United States of America
Accounting, Consolidated Reporting
Custom Development ServiceCustom ReportsDigital ExcellenceVisionary Purpose AdvisoryCorporate FinanceInternational FinanceManagementReportingWealth Management

Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.

Miles Software

United States of America
Portfolio Management

Miles Software, now an integral part of EbixCash was founded in 1999 with a vision to be a techno-business partner delivering excellence and value to financial services globally.

GreenLock

Switzerland
Technology provider
Ability to WhitelabelMobile App Reporting

GreenLock is all-in-one platform to analyse, manage and monitor your investment fees and associated costs.

Profile Software

Greece
Consolidated Reporting, Portfolio Management

Profile Software is a world-class Financial Software provider of Mission Critical solutions for the modern Banking, FinTech and Investment Management Industries.

Quantfolio

Norway
Consolidated Reporting, Data Aggregation

Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.

InvestCloud

United States of America
Consolidated Reporting, CRM

InvestCloud creates beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.

SideDrawer

Canada
Governance

SideDrawer develops an online life planning platform intended to organise and share personal and family information and important contacts related to banking, investing and estate.

Sage Intacct

United States of America
Accounting, Consolidated Reporting, Peer Benchmarking

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals.

Integrated Portfolio Solutions

Australia
Portfolio Management

IPS offers a truly integrated portfolio administration solution through the incorporation of administration, reporting, SMSF, research, CRM functionality, and instruction management to give advisors, staff and clients a cohesive, branded, genuine fee-for-service solution.

Carta

United Kingdom
Fund & External Asset Manager, Investment platform, Technology provider
Banking ProvidersFull Multi-Currency SupportMobile App

Carta is the easiest way to launch your VC investments via SPVs or VC Funds - all your back office is integrated into a single platform.

Digital Shape Technologies

Canada
Consolidated Reporting, Portfolio Management

Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.

Cyndx

United States of America
Consolidated Reporting, Data Aggregation, Portfolio Management

Cyndx is an advanced technology platform that provides growing companies, investors, and financial institutions access to a broad spectrum of curated data to enhance capital raising, M&A transactions, and other business opportunities.

Betterment

United States of America
Consolidated Reporting, CRM, Governance

Betterment is built to help you make the most of your money—today, tomorrow, and beyond.

SoftLedger

United States of America
Accounting, Consolidated Reporting, Data, Data Aggregation, Institutional Investor, Portfolio Management
Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsFull Multi-Currency SupportProven AgilityTransparency

Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.

AssetMax

Switzerland
Consolidated Reporting, CRM, Portfolio Management

Assetmax is a trusted solution used by several wealth managers and banks.

Global Asset+ by Lombard Odier

Switzerland
Consolidated Reporting
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Our Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.

Ledgex

United States of America
Data Aggregation, Portfolio Management, Technology provider
Ability to WhitelabelCustom Development ServiceCustom Reports FundReal EstateReporting

Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.

Trusted Family

Belgium
Governance
Ability to WhitelabelCustom ReportsMobile AppOther Services

Trusted Family is an award-winning technology platform serving the world’s leading family businesses with a single, secure and centralized governance platform.

Advisor Engine

United States of America
Data Aggregation, Portfolio Management

AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.

Propine

Singapore
Custody Provider, Digital asset exchange platform, Digital asset trading technology

Propine is a licensed digital asset custodian headquartered in Singapore. The company is transforming how digital assets are stored and traded by providing reliable, secure and scalable solutions for qualified institutional clients.

Centtrip

United Kingdom
Accounting, Consolidated Reporting, Governance, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments.

Affinity

United States of America
CRM, Technology provider
Custom ReportsMobile App

The relationship intelligence platform for dealmakers.

RSM Family Office Dashboard

United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
Ability to WhitelabelCustom ReportsFull Multi-Currency SupportOther Services

RSM's family office dashboard provides families with a personal, holistic and integrated view with unparalleled access to their data. By leveraging cutting edge technology and dynamic industry-leading advisors, clients receive unrivaled insights and value. The dashboard keeps our clients equipped and informed by consolidating key issues, information and needs, including tax; complex partnership tiering and allocation; collection of liquid and illiquid financial assets; outsourced CFO capability; managed IT; cybersecurity and thought leadership.

Blanco

Netherlands
Asset managers

Blanco provides a comprehensive wealth management platform that comprises two products. The KYC & Compliance Suite streamlines the complex KYC process. In addition, the Investment Suite was developed by the team's extensive knowledge of the asset management sector.

ClearMacro

United Kingdom
Data Aggregation, Investing technology, Portfolio Management, Risk Management
Ability to WhitelabelFull Multi-Currency SupportTransparencyVisionary Purpose

ClearMacro provides a lightweight, real-time investment decision-support SaaS that augments human decision-making to generate better investment outcomes and increase client trust.

Wealth Wizards

United Kingdom
Consolidated Reporting

Wealth Wizards is the UK’s first online financial adviser.

DiligenceVault

United States of America
CRM, Data Aggregation, Digital Due Diligence, Portfolio Management, Risk Management
Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

DiligenceVault is a leading two-sided digital diligence platform which streamlines and automates the due diligence process between asset owners and their asset managers.

intelliflo portfolio

United States of America
CRM, Portfolio Management

Portfolio Pathway is a robust wealth management platform.

Privé

Hong Kong
Consolidated Reporting, Portfolio Management

With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions.

1fs Wealth

United Kingdom
Consolidated Reporting, CRM, Data Aggregation

We help family offices make smart and timely business decisions through efficient use of data and innovative technology

Croesus

Canada
Consolidated Reporting, CRM, Portfolio Management

Founded in 1987, Croesus is a WealthTech offering cutting-edge, easy-to-use wealth management solutions. With over 200 employees in Montréal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the financial services industry's needs. In 2019, Croesus acquired softTarget, a company specialising in portfolio rebalancing, whose flagship software is being integrated with its sophisticated solutions offering.To provide their clients with an unparalleled experience, Croesus actively listens, learns, and engages with them to develop technology solutions that are innovative, flexible, and secure.

Elsen

United States of America
CRM, Portfolio Management

Elsen is the platform-as-a-service company that lets financial institutions harness their data.

AgilLink

United States of America
Accelerator, Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management
Mobile AppTransparency

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.

WTax

United Kingdom
Technology provider

WTax online client portal gives clients real-time reporting, enabling comprehensive monitoring of each stage of the claims process.

Silcube Software

Finland
Technology provider
Management

Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.

SRL Global

London
Data Aggregation
Asset ManagementGovernanceManagementResearch

Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.

Advisor 360

United States of America
Consolidated Reporting, CRM, Portfolio Management

Advisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform.

Cascade

Luxembourg
Governance

Cascade is a software company that provides administrative, compliance, audit, and governance solutions.

Enfusion

United States of America
Portfolio Management, Risk Management
Management

Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.

Visible Capital

United Kingdom
Consolidated Reporting, Data Aggregation

VisibleCapital uses PSD2/Open Banking data to automate the collection of information required to onboard customers in the wealth sector.

Abbove

Belgium
Consolidated Reporting, Data Aggregation
Ability to WhitelabelCustom ReportsOther Services

Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.

Finartis

Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceFull Multi-Currency SupportMobile App

FINARTIS provides the most comprehensive Family Office administration solution. It offers a unique level of automation of investments from decision-making to financial statements.

Voly Group

United Kingdom
Accounting, Consolidated Reporting

Voly offers an accounting software solution to family offices to help them manage valuable assets, including yachts, property, aircraft, fine art, and bloodstock, such as thoroughbred horses.

Bambu

Singapore
Portfolio Management

Bambu is a B2B Fintech company that develops tech for financial institutions. Their platform helps users save and invest for their future. Bambu builds solutions that empower financial institutions with technology, intelligence, and insights.

Wealthworks+

United Kingdom
Consolidated Reporting, CRM, Portfolio Management

WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth

EstateSpace

United States of America
Property managers, Real estate
ManagementReal Estate

Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.

SuisseTechPartners

Switzerland
Consolidated Reporting, CRM, Portfolio Management

SuisseTechPartners is a fully-funded private fintech company managed by industry experts with decades of experience. As a fully-funded private company, it enjoys the independence to allocate resources and expertise to align with its clients' long-term strategy and goals. Ultimately, Suisse TechPartners aims to achieve sustainable mutual success with its clients. The executive team consists of the founder and regional executives with decades of practical industry experience.

Backstop Solutions

United States of America
Accounting, Consolidated Reporting, CRM, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform.

Wealthbox

United States of America
CRM

Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.

Private Client Resources (PCR)

United States of America
Data Aggregation
Ability to WhitelabelCustom ReportsFull Multi-Currency SupportOther Services

PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations.

Vidrio

United Kingdom
Portfolio Management

Vidrio is an all-in-one managed data services and portfolio management platform. It's perfect for institutional investors who allocate to hedge funds, private capital markets and traditional asset classes.

Assure Wealth

Denmark
Accounting, Consolidated Reporting, Data Aggregation, Impact & ESG, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.

Mirador

United States of America
Consolidated Reporting
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

As an independent reporting advisor, Mirador delives state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.

FA Solutions

Finland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

FA Platform is a cutting-edge software platform as a service for running your entire Investment Management business in one platform at any time, anywhere and on any device.

ThinkPlumb

United States of America
Accounting

ThinkPlumb provides an array of customised and effective software and accounting solutions.

AdvisorEngine

United States of America
Advisors

AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors.

Staac Escali

Norway
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.

iPaladin

United States of America
Compliance, CRM, Governance, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsOther Services

iPaladin’s Digital Family Office is a blockchain platform to orchestrate people, services, documents and activity, as one source of truth, for the modern family office.

Alphasys AG

Switzerland

Swiss company, Alphasys AG developed a portfolio management system, Netfolio,​ for flexible and in-depth asset management.

CORYX

Germany
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

With CORYX iO, we offer Single and Multi-Family Offices, Asset & Wealth Managers, Fonds, Foundations and Banks an investment management platform tailored to their needs.

Crestbridge Family Office Services

United States of America
Accounting, Advisors, Consolidated Reporting, Reporting

Crestbridge recognises that each family office is different, with its own unique needs and characteristics. We offer a suite of ‘a la carte’ services to provide the tailored support you need.

eFront

France
Technology provider

Alta Exchange

Singapore
Private Markets

Alta, formerly known as Fundnel, is Southeast Asia’s largest digital securities exchange for alternative investments.

Entole

United States of America
Compliance, Governance
CommunicationGovernanceReporting

Entole is a modular command centre that centralises and simplifies all private capital functions.

MyVest

United States of America
Consolidated Reporting, Portfolio Management

MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale.

DAPM

Switzerland
Consolidated Reporting, Data Aggregation, Portfolio Management

DAPM combines the best of technology and financial expertise to deliver a best-in-class offering.

Quantilia

France
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management
Custom ReportsFull Multi-Currency SupportOther Services

All the data, analysis, and tools you need in a single place, at a reasonable price.

Vitech

United States of America
Consolidated Reporting, CRM, Data Aggregation, Portfolio Management

Vitech’s solutions are built upon a solid foundation of systems engineering and architecture software combined with the experience of our professional services team.

Balentic

Denmark
Private Markets

Orca by Balentic is a state-of-the-art tech platform designed to facilitate fund formation and capital allocation in Private Markets for General and Limited Partners.

Equiom provides an unrivalled breadth of bespoke end-to-end wealth protection and business support services to private clients, corporate clients and funds.

Vitec Aloc

Denmark
Portfolio Management, Risk Management
ManagementTreasury

Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.

LP Analyst

United States of America
Technology provider

LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community.

Summitas

United States of America
Client Portal, Engagement Platform, Technology provider
Ability to WhitelabelMobile AppOther Services CommunicationManagement

Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.

Empaxis

United States of America
Advisors, Consolidated Reporting, Reporting

Empaxis Data Management is a prominent provider of cloud-based financial technology. It offers outsourced services for middle- and back-office and automation services, specifically designed to cater to the needs of investment companies.

Allvue Systems

United States of America
Accounting, CRM

Allvue’s accounting, monitoring and reporting solutions offer a flexible, customized solution to support families of any size or structure.

Diligent

United States of America
Governance, Portfolio Management

Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.

dployai

United States of America
Consolidated Reporting, CRM, Portfolio Management

DployAI was born out of a clear mission - to usher traditional family offices into the digital age. Harnessing the potential of AI, they developed a suite of services to revolutionize financial management. Their team, a mix of industry veterans and tech enthusiasts, is committed to helping family offices enhance risk management, efficiency, and growth through AI.

Tamarac

United States of America
CRM, Portfolio Management

Tamarac is an open platform with a large and growing list of supported integration partners.

Diligend

United States of America
CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management
Ability to WhitelabelMobile App

Streamlining fund due diligence and monitoring processes through digitization and automation. Structuring and centralising data. Facilitating analysis. Enabling collaboration.

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.

Fireblocks

United States of America
Custody Provider, Digital Assets & Currencies
Other Services Asset ManagementGovernance

Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.

IQ-EQ

Luxembourg
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Outsourced solutions, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

IQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.

BILL

United States of America
Accounting, Consolidated Reporting, Data Aggregation

BILL is a leading provider of cloud-based software that simplifies, digitises and automates complex back-office financial operations for wealth management and family office firms.

Hatcher - VAAST™ Platform

Singapore
Consolidated Reporting, Data Aggregation, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Hatcher+ is a venture-as-a-service company that leverages deep learning, process automation, and global partnerships to enable scalable portfolios and index-style investor returns.

FinFolio

United States of America
Compliance, Consolidated Reporting, CRM, Portfolio Management

FinFolio makes portfolio management software for investment advisors and professional wealth managers.

Fincite

Germany
Advisors, Asset managers, Compliance, Consolidated Reporting, Crypto & Blockchain Fund Manager, Data, Data Aggregation, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Impact & ESG, Investing technology, Investment platform, Portfolio Management, Prime Brokerage, Technology provider
Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilitySustainability

We empower family offices and their customers to make intelligent financial decisions.

Cobalt

United States of America
Technology provider

Cobalt’s crowdsourced SaaS pen test platform delivers actionable results that empower agile teams to pinpoint, track, and remediate software vulnerabilities.

TechRules

Spain
Technology provider
ManagementWealth Management

Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.

Dynamo

United States of America
Consolidated Reporting, Portfolio Management

Dynamo Software has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998,

ATA Risk Station

United States of America
Portfolio Management, Risk Management

ATA Risk Station offers the right balance of comprehensive functionality, ease of use, market coverage and intuitive reporting at a reasonable cost.

Ycharts

United States of America
Portfolio Management

YCharts is an investment research platform that enables smarter investments and better client communications.

Venn by Two Sigma

United States of America
Consolidated Reporting, Portfolio Management, Technology provider
Ability to WhitelabelCustom ReportsTransparency

Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.

Fisglobal

United States of America
Consolidated Reporting, Portfolio Management

We use your browsing data on fisglobal.com to gather analytics to help provide personalized content and an overall better user experience.

QPLIX GmbH

Germany
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.