Company Finder
Results: 35
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.
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.
AgilLink
United States of America
Accounting
AgilLink provides secure bill pay and client accounting technology to firms that serve ultra-high-net-worth individuals, including family offices, business managers, and athletes.
Bill.com
United States of America
Accounting
Bill.com 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.
SoftLedger
United States of America
Accounting
Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.
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.
Assure Wealth
Denmark
Data Aggregation
Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.
Asset Vantage
United States of America
Consolidated Reporting
Performance Reporting & General Ledger on demand.
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.
Way2B1
United States of America
Governance
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.
PetakSys
Hungary
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.
SS&C Family Office Services
United States of America
Consolidated Reporting
SS&C Family Office Services eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs.
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.
Canopy
United States of America
Consolidated Reporting
Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
Sensiba San Filippo LLP
United States of America
Accounting
Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.
Aleta
Denmark
Consolidated Reporting
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.
Black Diamond Wealth Platform
United States of America
Consolidated Reporting
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.
Private Wealth Systems
United States of America
Consolidated Reporting
Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.
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.
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.
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.
SEI – Archway Platform℠
United States of America
Consolidated Reporting
SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.
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 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.
Staac Escali
Norway
Consolidated Reporting
Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.
FA Solutions
Finland
Portfolio Management
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.
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.
Quantilia
France
Consolidated Reporting
All the data, analysis, and tools you need in a single place, at a reasonable price.
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.
Sage Intacct
United States of America
Accounting
Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals.
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.
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.
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.
QPLIX GmbH
Germany
Consolidated Reporting
QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.
IQ-EQ - Cosmos
Luxembourg
Consolidated Reporting
IQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.
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