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.

Ready to get started?

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

 

Read More
  • Category

    See More
  • Focus Segment

    See More
  • Asset Types

    See More
  • Features

    See More
  • Reset

Results: 39

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.

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.

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.

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.

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.

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.

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.

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.

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, Portfolio Management
Ability to WhitelabelFull Multi-Currency SupportMobile App

Performance Reporting & General Ledger on demand.

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.

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.

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.

BILL 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.

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.

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.

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.

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.

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.

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.

Sage Intacct

United States of America
Accounting, Consolidated Reporting

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

ThinkPlumb

United States of America
Accounting

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.