Access leading Family Office software providers

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 provides the digital infrastructure that powers modern family offices across the world.

Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.

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.

Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.

Hatcher+ solves inefficiencies in deal origination, fund creation, management, & reporting with AI-powered analysis & automation, enabling faster, smarter decisions for investors.

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.

All-in-One Suite for all Your Corporate and Legal Activities

Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.

WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.

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.

Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for FOs and HNWIs.

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.

Transform your family office with our all-in-one hybrid wealth management tech solution. Seamlessly integrate, optimize, and future-proof your operations today!

Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.

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.

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.

QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.

FINARTIS provides the most comprehensive Family Office administration solution. It offers a unique level of automation of investments from decision-making to financial statements.

We digitize all processes for small to medium size wealth managers within a single cloud service

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.

Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.

Valuefy provides digital platform for family offices to do real time data aggregation , Investment analytics with powerful visualization and Performance Attribution.

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.

Entole is a modular command centre that centralises and simplifies all private capital functions.

FinFolio makes portfolio management software for investment advisors and professional wealth managers.

Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.

Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions. 

SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.

Meet ORCA: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.

Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.

We empower family offices and their customers to make intelligent financial decisions.

PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.