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Results: 31

Black Diamond 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...

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

Private Wealth Systems 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 UHNWIs. UHNWIs, family offices and private banks rely on Private Wealth Systems to transform how...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Hemonto 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...

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

Centtrip Centtrip

United Kingdom
Accounting

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...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Aleta Aleta

Denmark
Consolidated Reporting

Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy....

Asset ManagementReportingWealth Management

IQ-EQ - Cosmos 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...

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

FundCount 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...

Custom Development ServiceCustom ReportsFull Multi-Currency Support

Masttro Masttro

United States of America
Consolidated Reporting

Masttro is The WealthData company: a SaaS solution for single- and multi-family offices, wealth professionals serving wealth owners, and larger institutions. The company runs on the philosophy that modern technology...

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

Assure Wealth 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...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

PandaConnect PandaConnect

Denmark
Consolidated Reporting

PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments – helping you achieve the twin goals of...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Northern Trust Family Office Technology 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...

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

WIZE by TeamWork WIZE by TeamWork

Switzerland
Portfolio Management

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. WIZE by TeamWork is one of the...

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

SEI – Archway Platform℠ 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...

Ability to WhitelabelFull Multi-Currency SupportMobile App

Valuefy 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...

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

SS&C Private Capital Group 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...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Canopy Canopy

United States of America
Consolidated Reporting

New York based Canopy is a turnkey and fully customizable software solution, offering private & anonymous wealth account aggregation, portfolio analytics and client reporting. Covering all kinds of asset classes,...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Way2B1 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...

Mobile App

QPLIX GmbH 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...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Asset Vantage 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...

Ability to WhitelabelFull Multi-Currency SupportMobile App

Elysys Elysys

Monaco
Consolidated Reporting

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

Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Bill.com 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...

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...

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

SoftLedger

United States of America
Accounting

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

Management

FA Solutions

Finland
Portfolio Management

FA Solutions is a product company offering FA Platform, a single cloud-based platform for running asset & investment management business with secure access to data globally.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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...

Custom ReportsFull Multi-Currency SupportOther Services

ThinkPlumb

United States of America
Accounting

Founded in 1996, Plumb’s mission is to help companies and individuals achieve their business and financial goals by providing an unparalleled array of customised and effective software and accounting solutions....

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,...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

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...

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

Allvue Systems

United States of America
Accounting

Allvue Systems provides investment management solutions for fund managers, investors, and administrators in the alternative investments industry.

Finartis

Switzerland
Consolidated Reporting

Finartis is a developer of financial software intended to serve the wealth management industry. The company offers modular and multi-channel front-to-back solutions for asset, wealth as well as fund management...

Ability to WhitelabelCustom Development ServiceFull Multi-Currency SupportMobile App

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 unrivalled...

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportOther Services
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