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.
Results: 161
MyFO 
Canada
Consolidated Reporting, CRM, Data Aggregation, Investing technology, Portfolio Management, Technology provider
The most advanced family office experience which merges efficiency and advanced AI to bring family office services to your fingertips.
Asseta
United States of America
Accounting, Artificial Intelligence, Compliance, Consolidated Reporting, Data Aggregation, Digital Assets & Currencies, General Ledger Accounting, Performance Reporting, Portfolio & Cost Analysis, Property managers, Real estate, Real-estate related ventures, Reporting, Security & Risk, Technology provider, Transaction Processing
Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for FOs and HNWIs.
The Point Investment Data Intelligence (IDI) platform streamlines data aggregation, analysis and reporting for investment managers.
Bourgeois Bohème
Lithuania
Accounting, Consolidated Reporting, Lifestyle & Concierge, Outsourced solutions
It's more than a payment solution. It's lifestyle
Hatcher+ FAAST® (Funds-as-a-Service Technology) Platform
Singapore
Accelerator, Accounting, Artificial Intelligence, Asset managers, Compliance, Consolidated Reporting, CRM, Digital Due Diligence, Impact & ESG, Portfolio Management, Private Markets, Reporting, Technology provider
Hatcher+ solves inefficiencies in deal origination, fund creation, management, & reporting with AI-powered analysis & automation, enabling faster, smarter decisions for investors.
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.
Asset Vantage
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Peer Benchmarking, Portfolio Management
Performance Reporting & General Ledger on demand.
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.
Clockwork
United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Investment platform, Portfolio Management, Private Markets, Reporting
Clockwork offers a robust private investment management platform for family offices and global private investors, to centrally track alternative assets and everything else.
Copia Wealth Studios
United States of America
Consolidated Reporting, Data Aggregation, Portfolio Management
Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.
Masttro
United States of America
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management
Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.
WIZE by TeamWork
Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading
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.
Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
FileForms – The State and Federal Compliance Solution for Family Offices
United States of America
Compliance, Data, Reporting, Technology provider
Managing Family Office compliance with the U.S. government through modern technology. Their all-in-one solution handles Annual Reporting, Registered Agent Services, Entity Formations, EINs and FBARs — ensuring compliance in all 50 states.
Landytech
United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
Landytech is a financial technology company empowering family offices to make informed investment decisions.
WealthArc
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.
SS&C Family Office Services
United States of America
Accounting, Client Portal, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management
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.
Infront
Norway
Accounting, Client Portal, Consolidated Reporting, CRM, Data, Investing technology, Portfolio & Cost Analysis, Portfolio Management, Reporting, Risk Management, Technology provider, Trading, Transaction Processing
Family offices face mounting complexity. Infront addresses this challenge with a solution that combines portfolio oversight, compliance, reporting and engagement in one platform.
Hemonto
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Outsourced solutions, Portfolio Management, Risk Management
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.
Northern Trust Family Office Technology
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Outsourced solutions, Portfolio Management, Risk Management, Trading
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.
Aleta
United States of America
Compliance, Consolidated Reporting, Data, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk 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.
Eton Solutions
United States of America
Artificial Intelligence, Compliance, Consolidated Reporting, CRM, Data Aggregation, Fully Integrated Platform, General Ledger Accounting, Governance, Partnership Accounting, Performance Reporting, Portfolio Management, Risk Management, Transaction Processing, Trust Accounting
Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.
Nines
New York City
CRM, Data, Data Aggregation, Media, Property managers, Real estate, Real-estate related ventures, Realtors
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.
Sandbox Wealth
United States of America
Artificial Intelligence, Banking Providers, Commercial Bank, Consolidated Reporting, Data, Data Aggregation, Private Bank, Reporting, Technology provider
Sandbox Wealth is a turnkey banking platform for independent advisors and family offices.
Elysys
Monaco
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Black Diamond Wealth Platform
United States of America
Accounting, Client Portal, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management, Trading
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.
Alwy
Sweden
Accelerator, Advisors, Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data, Data Aggregation, Engagement Platform, Investing technology, Investment platform, Portfolio & Cost Analysis, Portfolio Management, Reporting, Risk Management, Security & Risk, Technology provider
Transform your family office with our all-in-one hybrid wealth management tech solution. Seamlessly integrate, optimize, and future-proof your operations today!
PetakSys
Hungary
Accounting, Asset managers, Banking Providers, CRM, Data, Developers, Outsourced solutions, Portfolio Management, Technology provider
PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.
SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.
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.
FundCount
United States of America
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management
FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals.
Private Wealth Systems
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.
All-in-One Suite for all Your Corporate and Legal Activities
We use your browsing data on fisglobal.com to gather analytics to help provide personalized content and an overall better user experience.
ATA Risk Station offers the right balance of comprehensive functionality, ease of use, market coverage and intuitive reporting at a reasonable cost.
Vitech’s solutions are built upon a solid foundation of systems engineering and architecture software combined with the experience of our professional services team.
InvestCloud creates beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.
Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals.
Diligend
United States of America
CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management
Streamlining fund due diligence and monitoring processes through digitization and automation. Structuring and centralising data. Facilitating analysis. Enabling collaboration.
OWNLY Fintech GmbH is a Hamburg-based financial technology company specialising in innovative financial solutions. The team combines expertise in banking, marketing, project management, and legal matters, working closely with a Polish development team.
Tamarac is an open platform with a large and growing list of supported integration partners.
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.
YCharts is an investment research platform that enables smarter investments and better client communications.
Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.
Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.
Equiom provides an unrivalled breadth of bespoke end-to-end wealth protection and business support services to private clients, corporate clients and funds.
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.
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.
Intuitive, digital investment admin that tracks data from all private investments in a single platform.
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.
Advisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform.
Betterment is built to help you make the most of your money—today, tomorrow, and beyond.
Cascade is a software company that provides administrative, compliance, audit, and governance solutions.
Finlight
United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Trading
We make investment reporting data easy to analyse and integrate with any tool.
Stacc Escali
Norway
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.
SimCorp provides integrated, best-in-class, multi-asset investment management solutions.
The relationship intelligence platform for dealmakers.
WTax online client portal gives clients real-time reporting, enabling comprehensive monitoring of each stage of the claims process.
AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.
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.
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.
Assetmax is a trusted solution used by several wealth managers and banks.
We help family offices make smart and timely business decisions through efficient use of data and innovative technology
Templum is a leading platform for the primary issuance and secondary trading of alternative assets, providing award-winning capital markets technology and infrastructure.
LemonEdge offers next-gen fund accounting software for private markets, automating end-to-end processes to unlock scalability and efficiency. It serves sectors like private equity, venture capital, and real estate.
QPLIX GmbH
Germany
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.
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.
Sharpfin
Sweden
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
We digitize all processes for small to medium size wealth managers within a single cloud service
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.
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.
FA Solutions
Finland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management, Trading
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.
Valuefy
India
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Valuefy provides digital platform for family offices to do real time data aggregation , Investment analytics with powerful visualization and Performance Attribution.
Cobalt’s crowdsourced SaaS pen test platform delivers actionable results that empower agile teams to pinpoint, track, and remediate software vulnerabilities.
Entole is a modular command centre that centralises and simplifies all private capital functions.
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.
Venn by Two Sigma
United States of America
Consolidated Reporting, Portfolio Allocation, Portfolio Management, Technology provider
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
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.
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.
VisibleCapital uses PSD2/Open Banking data to automate the collection of information required to onboard customers in the wealth sector.
Flanks offers a robust API for automated wealth services. Through the digitisation and aggregation of global wealth data across custodians, Flanks provides an unmatched 360° real-time view of investment portfolios.
Tindeco
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.
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.
Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.
With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions.
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.
Dynamo Software has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998,
Junson Capital is a global investment management firm specialising in real estate, private equity, and capital markets.
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.
Allvue’s accounting, monitoring and reporting solutions offer a flexible, customized solution to support families of any size or structure.
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.
DiligenceVault
United States of America
CRM, Data Aggregation, Digital Due Diligence, Portfolio Management, Risk Management
DiligenceVault is a leading two-sided digital diligence platform which streamlines and automates the due diligence process between asset owners and their asset managers.
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.
PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations.
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.
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.
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.
Veracy Partners
United States of America
Advisors, Asset managers, Banking Providers, Client Portal, Consolidated Reporting, Reporting, Technology provider
Veracy Partners offers wealth management services for ultra-high-net-worth individuals, leveraging advanced technology for real-time net worth reporting and more.
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.
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.
WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth
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.
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
Backstop Solutions
United States of America
Accounting, Consolidated Reporting, CRM, Portfolio Management
Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform.
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.
Profile Software is a world-class Financial Software provider of Mission Critical solutions for the modern Banking, FinTech and Investment Management Industries.
All the data, analysis, and tools you need in a single place, at a reasonable price.
Portfolio Pathway is a robust wealth management platform.
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.
Alta, formerly known as Fundnel, is Southeast Asia’s largest digital securities exchange for alternative investments.
Wealth Wizards is the UK’s first online financial adviser.
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.
Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.
Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.
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.
LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community.
OWNLY Fintech GmbH is a Hamburg-based financial technology company specialising in innovative financial solutions. The team combines expertise in banking, marketing, project management, and legal matters, working closely with a Polish development team.
Finartis
Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
FINARTIS provides the most comprehensive Family Office administration solution. It offers a unique level of automation of investments from decision-making to financial statements.
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
GreenLock is all-in-one platform to analyse, manage and monitor your investment fees and associated costs.
CORYX
Germany
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Trading
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.
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
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.
ThinkPlumb provides an array of customised and effective software and accounting solutions.
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.
Entrilia offers a comprehensive software platform for private capital and alternative assets, featuring automated fund operations, robust accounting systems, and seamless integrations.
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.
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.
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.
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.
Elsen is the platform-as-a-service company that lets financial institutions harness their data.
Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.
ECI is a leading provider of end-to-end technology solutions tailored for the financial industry. With offices located throughout the United States, Europe, and Asia, it offers personalised and localised service on a global scale.
AgilLink
United States of America
Accelerator, Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management
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.
RSM Family Office Dashboard
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
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.
Assure Wealth
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Impact & ESG, Risk Management
Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.
Addepar
United States of America
Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
ClearMacro
United Kingdom
Data Aggregation, Investing technology, Portfolio Allocation, Portfolio Management, Risk Management
ClearMacro provides a lightweight, real-time investment decision-support SaaS that augments human decision-making to generate better investment outcomes and increase client trust.
Atalaya empowers family offices with data and technology for wealth structuring.
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.
STP Investment Services
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management, Technology provider
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.
Trustworthy partners with wealth and family offices to provide a digital vault to secure their clients' most sensitive information.
Clarity AI
United States of America
Compliance, Data, Impact & ESG, Portfolio Management, Risk Management
Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions.
Etops
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.
SEI – Archway Platform℠
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management
SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.
Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
SoftLedger
United States of America
Accounting, Consolidated Reporting, Data, Data Aggregation, Institutional Investor, Portfolio Management
Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.
Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.
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.
PrizmaDesk
Slovenia
Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management
PrizmaDesk is a comprehensive portfolio consolidation platform. We provide a centralised repository of precise, full-picture investment data for family offices and high HNWIs.
Ethic
United States of America
Consolidated Reporting, Data Aggregation, Fund & External Asset Manager, Impact & ESG, Portfolio Management, Reporting, Technology provider
Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.
Performativ
Denmark
Advisors, Asset managers, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Technology provider
Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.
PandaConnect
Denmark
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management
PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.
KeeSystem
Switzerland
Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.
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
Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.
Meet ORCA: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
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
We empower family offices and their customers to make intelligent financial decisions.
Improve your transparency in Private Markets investments.
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.
