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.

 

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Results: 39

Hemonto Hemonto

Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, 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.

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

WIZE by TeamWork 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.

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

Canopy Canopy

United States of America
Accounting, Consolidated Reporting, Portfolio Management

Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Black Diamond Wealth Platform 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

FundCount 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.

Custom Development ServiceCustom ReportsFull Multi-Currency Support

Sensiba Sensiba

United States of America
Accounting, Consolidated Reporting

Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.

Custom Development ServiceCustom ReportsDigital ExcellenceVisionary Purpose AdvisoryCorporate FinanceInternational FinanceManagementReportingWealth Management

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.

SEI – Archway Platform℠ 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.

Ability to WhitelabelFull Multi-Currency SupportMobile App

PandaConnect 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

SumIt SumIt

United States of America
Accounting, Consolidated Reporting

SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.

Other

STP Invesment Services STP Invesment 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportProven AgilityTransparencyVisionary Purpose

Masttro 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.

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

Aleta Aleta

Denmark
Accounting, 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.

Asset ManagementReportingWealth Management

Way2B1 Way2B1

United States of America
Accounting, Governance, Impact & ESG, Real estate

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.

Mobile App

Assure Wealth 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

PetakSys PetakSys

Hungary
Accounting, Asset managers, Banking Providers, CRM, Data, Developers, 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.

Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsDigital ExcellenceDiversityFull Multi-Currency SupportVisionary Purpose

Asset Vantage Asset Vantage

United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management

Performance Reporting & General Ledger on demand.

Ability to WhitelabelFull Multi-Currency SupportMobile App

SS&C Family Office Services 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Northern Trust Family Office Technology Northern Trust Family Office Technology

United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

Private Wealth Systems 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Elysys 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.

Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

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.

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportOther Services

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.

Mobile AppTransparency

Quantilia

France
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management

All the data, analysis, and tools you need in a single place, at a reasonable price.

Custom ReportsFull Multi-Currency SupportOther Services

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.

Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsFull Multi-Currency SupportProven AgilityTransparency

Centtrip

United Kingdom
Accounting, Consolidated Reporting, Governance, Trading

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Staac 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

IQ-EQ - Cosmos

Luxembourg
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management

IQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

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.

Ability to WhitelabelCustom Development ServiceFull Multi-Currency SupportMobile App

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.

ThinkPlumb

United States of America
Accounting

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

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.

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.

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.

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

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.

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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.

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

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services
Simple solutions for complex times.