Technology Providers

Summitas

United States of America

Portfolio Management

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

IQ-EQ - Cosmos

Luxembourg

Consolidated Reporting

We provide an end to end bespoke portfolio monitoring solution to institutional and private wealth investors with a focus on alternative and luxury assets. IQ-EQ Cosmos combines one of the...

Mirador

United States of America

Consolidated Reporting

Mirador is a service provider delivering operations and financial reporting solutions to the U/HNW wealth management industry. We serve those who serve wealth. Mirador is a team of financial and...

Escali

Norway

Consolidated Reporting

Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies. Escali Financials is scalable, cost-effective and cloud-based and includes portfolio management, risk management,...

SEI – Archway Platform℠

United States of America

Consolidated Reporting

SEI’s Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions. SEI Family Office Services supports the accounting, investment data...

Orca

Switzerland

Governance

Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth. Orca is a modern governance software that makes talking about wealth...

Elysys

Monaco

Consolidated Reporting

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

Canopy

Singapore

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....

Bill.com

United States of America

Accounting

Bill.com (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth...

Masttro

United States of America

Consolidated Reporting

Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on. With a real-time, customizable view of the complete balance sheet,...

SS&C Private Capital Group

United States of America

Consolidated Reporting

SS&C’s Private Capital Group eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs. SS&C delivers fully integrated, multi-currency portfolio...

Eton Solutions

United States of America

Consolidated Reporting

Eton’s platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy. By harnessing the power of automation, best-in-class...

PCR

United States of America

Data Aggregation

PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations. PCR combines 20 years’ experience and...

Centtrip

United Kingdom

Consolidated Reporting

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. Centtrip provides a flexible and...

Sharpfin

Sweden

Consolidated Reporting

We digitize all processes for small to medium size wealth managers within a single cloud service. Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore...

Altoo

Switzerland

Consolidated Reporting

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. Altoo Wealth Platform empowers wealthy...

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. RUBY...

Etops

Switzerland

Consolidated Reporting

Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements...

WIZE by TeamWork

Switzerland

Portfolio Management

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 180+ custodian automatic feeds for multi-asset consolidated reporting. WIZE by TeamWork is one of the...

PaxFamilia

Belgium

Consolidated Reporting

PaxFamilia is a wealth planning platform that helps advisors to serve their clients with a holistic and structured approach to their wealth. PaxFamilia aggregates the family’s wealth information in one...

Clarity AI

United States of America

Impact & ESG

Clarity AI aims at contributing to a more socially efficient capital allocation by providing decision-makers with the most reliable and comprehensive tools to understand and optimise social and environmental impact,...

Way2B1

United States of America

Governance

Our vision is to simplify the complex life of families. Our mission is to enable high net worth individuals and families to better manage their complex life by providing a...

Addepar

United States of America

Consolidated Reporting

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives. Our trusted technology provides transparency into complex financial...

Asset Vantage

United States of America

Consolidated Reporting

Performance reporting & general ledger on demand. Families without an integrated investment and accounting system typically do not have a comprehensive and consolidated view of their sophisticated wealth to get...

Backstop Solutions

United States of America

Consolidated Reporting

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

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 – helping you achieve the twin goals of...

QPLIX GmbH

Germany

Consolidated Reporting

QPLIX offers an all-in-one solution, readily available, consolidating all asset and owner structures, to enhance high quality investment decisions. QPLIX delivers next-generation SaaS solutions for family and investment offices, wealth...

Hemonto

Denmark

Consolidated Reporting

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. We combine technology and people to...

Assure Wealth

Denmark

Data Aggregation

Assure Wealth provides clients with simple and understandable overviews of total wealth, risks and returns & reports which may include unlisted shares, private equity and alternative investments. This solution offers...

Lombard Odier - Global Assets+

Switzerland

Consolidated Reporting

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. Our Global Assets+ solution, catered to...

Copia Wealth Studios

United States of America

Portfolio Management

Copia Wealth Studios is a mobile-first platform for the modern wealth owner, providing their customers with the data needed whenever they need it. Custom and tailored lenses provide the correct...

Tindeco

Switzerland

Portfolio Management

Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio. VISION covers all your workflows from consolidating your holdings, constructing portfolios, implementing orders and managing risk....

FundCount

United States of America

Portfolio Management

FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals. Based on a general ledger, they started in the...

Private Wealth Systems

United States of America

Consolidated Reporting

Private Wealth Systems award-winning innovation has transformed consolidated investment reporting for global family offices and UHNWI’s. UHNWI’s, family offices and private banks rely on Private Wealth Systems to transform how...

Valuefy

India

Consolidated Reporting

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

Quantilia

France

Consolidated Reporting

Portfolio monitoring platform dedicated to family offices, with asset consolidation, data collection, cross asset portfolio analysis and document generation. Quantilia platform offers a comprehensive range of solutions enabling family offices...

Hatcher - VAAST™ Platform

Singapore

Portfolio Management

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. Hatcher+ is proud to introduce VAAST™, the multi-award-winning,...

WealthArc

Switzerland

Consolidated Reporting

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

Northern Trust Family Office Technology

United States of America

Consolidated Reporting

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. For more than 130 years, our...

CORYX

Germany

Portfolio Management

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. CORYX iO covers all bankable...

Assetgrip

Netherlands

Consolidated Reporting

Assetgrip’s dedicated family office software provides an overview of all assets at a glance as well as insights needed to make disciplined investment decisions....

Nasdaq Asset Owner Solutions

United States of America

Portfolio Management

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

Swimbird

Sweden

Consolidated Reporting

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. SWIP is a platform...

Black Diamond

United States of America

Consolidated Reporting

The Black Diamond® Wealth Platform is an offering of SS&C Advent, a business unit of SS&C Technologies. An award-winning, cloud-native solution, Black Diamond is designed to manage unique and complex...

Vitech

United States of America

Portfolio Management

V3locity is a powerful investment administration solution that offers fund managers, institutional investors, fund administrators, and advisors alternative investment capabilities in a single, powerful, integrated, cloud-based platform. V3locity’s extensive core...

SRL Global

London

Data Aggregation

SRL Global is a statistical research laboratory providing a cutting edge system, which delivers investment control and management of assets.

iPaladin

United States of America

Governance

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. iPaladin’s Digital Family Office™ is...

Vitec Aloc

Denmark

Portfolio Management

Vitec’s solutions meet professional requirements for portfolio and risk management, treasury and stock trading....

intelliflo portfolio

United States of America

Portfolio Management

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. The company uses open software architectures combined with unmatched industry experience to simplify a complex...

Ledgex

United States of America

Technology provider

Ledgex is the first FinTech platform designed to fix the data quality challenges all multi-asset allocators face. The company enables managing complex portfolios, with major improvements in data accuracy, transparency,...

Wealth Objects

United Kingdom

Data Aggregation

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 using API technology,...

Enfusion

United States of America

Portfolio Management

Founded by developers from the world’s hedge funds, Enfusion was purpose-built to remove key operational and technological barriers faced by all types of asset managers.

Trusted Family

United States of America

Governance

Trusted Family is an award-winning technology platform serving the world’s leading family businesses with a single, secure and centralized governance platform. Founded by two next-generation entrepreneurs from European business families,...

Finfolio

United States of America

Portfolio Management

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

Digital Shape Technologies

Canada

Portfolio Management

Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software. Webfolio helps investment organizations reduce their operational costs and deliver an increased...

Affinity

United States of America

CRM

Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM.

AXLE from B&B Analytics

Switzerland

Consolidated Reporting

We are a strategic advisor leveraging innovative technology and analytics to enable clients to optimally position portfolios of financial and real assets to distinctive risk realities and investment goals.

DAPM

Switzerland

Data Aggregation

DAPM was established in 2002 and is headquartered in Geneva, Switzerland. The company combines the best of technology and financial expertise to deliver a best-in-class offering. Our software platform has...

Diligent

United States of America

Portfolio Management

Diligent is the pioneer in modern governance. We empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications, helping organizations thrive and...

Allvue Systems

United States of America

Accounting

Allvue’s accounting, monitoring and reporting solutions offer a flexible, customized solution to support families of any size or structure. With some of the most complex relationship and reporting needs in...

8topuz

United Arab Emirates

Trading

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. 8topuz provides an Intelligent, supervised,...

Solovis

United States of America

Portfolio Management

Part of Nasdaq Asset Owner Solutions, Solovis is a fintech innovation for institutional investors with a cloud platform for multi-asset class portfolio management, reporting and analytics – designed for the...

InvestCloud

United States of America

CRM

We’re InvestCloud – California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences and intuitive operations solutions using our...

RSM Family Office Dashboard

United States of America

Consolidated Reporting

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...

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. We bring...

DiligenceVault

United States of America

Digital Due Diligence

DiligenceVault is a cloud-based digital due diligence ecosystem that connects investor clients with their asset managers through a secure platform to manage due diligence and information exchange flows. This platform...

Canoe

United States of America

Consolidated Reporting

Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data...

Wealth Wizards

United Kingdom

Consolidated Reporting

Wealth Wizards is the UK’s first online financial adviser. The company provides its clients with holistic financial health checks, guidance on everyday finances, and financial planning and advice in investments,...

FA Solutions

Finland

Portfolio Management

FA Solutions is a product company offering FA Platform, a cutting-edge software platform as a service for running your entire Investment Management business in one platform at any time, anywhere...

Betterment

United States of America

Consolidated Reporting

Betterment is built to help you make the most of your money—today, tomorrow, and beyond. We help you unify your financial life across spending, saving, investing, and retirement, with personalized,...

Fisglobal

United States of America

Portfolio Management

FIS offers wealth management solutions and services that enhance the client experience, improve advisor productivity and lower operational cost, helping wealth management providers differentiate themselves to retain assets and win...

ATA Risk Station

United States of America

Risk Management

The genesis of the ATA RiskStation™ platform was an unmet need. ATA RiskStation™ was developed by Aladin Abughazaleh, a private investor seeking to more effectively oversee his own third-party managed...

Profile Software

Greece

Portfolio Management

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

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.

Quantfolio

Norway

Consolidated Reporting

Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry. We develop and execute investment strategies combining rich data and computational tools with artificial Intelligence and...

MyVest

United States of America

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. A subsidiary of TIAA...

Tamarac

United States of America

CRM

Tamarac is an open platform with a large and growing list of supported integration partners — providing your firm with the flexibility and support you need to automate more of...

Wealthbox

United States of America

CRM

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that...

Wealth Spectrum

India

Portfolio Management

WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focused on financial services industry. Applied Software has a successful track record of over two decades...

AssetMax

Switzerland

Consolidated Reporting

Assetmax is a leading Swiss software for independent asset managers, family offices, and banks with integrated multi custody portfolio management, client relationship management, invoicing, and reporting. Assetmax is a trusted...

SoftLedger

United States of America

Accounting

SoftLedger is a cloud accounting software. It represents the next generation of ERP/financial management systems.

Finlight

United Kingdom

Consolidated Reporting

We make investment reporting data easy to analyse and integrate with any tool. Investment reporting is a slow and cumbersome process that all stakeholders hate. We make it quicker and...

AM One

Switzerland

Consolidated Reporting

Having contributed substantially in supporting the financial services industry with their technology needs over the last two decades, Expersoft Systems AG has taken the recent paradigm shift in banking to...

Simcorp Coric

CRM

SimCorp provides integrated, best-in-class, multi-asset investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, central banks, sovereign wealth funds, and...

Visible Capital

United Kingdom

Consolidated Reporting

VisibleCapital uses PSD2/Open Banking data to automate the collection of information required to onboard customers in the wealth sector (Providers, Platforms & IFA’s); reducing friction for customers, providing accurate insight...

Expersoft Systems

Switzerland

Consolidated Reporting

Single, configurable, modular product concept Suited for RMs, IAs, PMs, Ops, Compliance, and more Full multi-custody consolidation In-time coverage of all major regulations Secure data encryption at all levels API...

EstateSpace

United States of America

Technology provider

EstateSpace helps individuals, businesses and family offices simplify how they manage, communicate and share information.

Ycharts

United States of America

Portfolio Management

YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee...

Advisor Engine

United States of America

Data Aggregation

A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning...

Advisor 360

United States of America

Consolidated Reporting

Advisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform that unifies all the systems that Broker/Dealers, roll-up RIAs, and insurance firms and their...

Asset Metrix

Germany

Consolidated Reporting

AssetMetrix is Europe’s leading next generation asset servicer. We offer modular outsourcing solutions for private capital investors: front-, middle- and back-office solutions for Limited Partners and General Partners. Our services...

Cyndx

United States of America

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...

Dynamo

United States of America

Portfolio Management

Dynamo Software, formerly Netage Solutions, has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998, including private equity and venture capital funds, real...

Wealthworks+

United Kingdom

Portfolio Management

Advanced trust and corporate entity management software that looks after the administration and compliance of trusts, companies, partnerships, funds, foundations, individuals, estates and other complex wealth structures.

1fs Wealth

United Kingdom

Consolidated Reporting

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

Diligend

United States of America

Digital Due Diligence

Diligend provides efficiency, transparency and time saving advanced technology tools to due diligence, screening and monitoring processes across all asset classes, whilst decreasing operational risks. Diligend offers within a single...

Arch

United States of America

Data Aggregation

New York-based Arch aims to be the digital admin for private investments, greatly simplifying the workflow for family offices. Arch provides a unified approach to tax documentation, capital calls, and...

TechRules

Spain

Technology provider

TechRules is a B2B consultancy firm that develops technological solutions for financial advice in Spain and internationally.

Finartis

Switzerland

Consolidated Reporting

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

Northern Trust

United States of America

Private Bank

Founded in 1982, Northern Trust’s GFO group has a focused commitment to families of significant wealth, their private foundations and the family offices that serve them. Across the globe, the...