The future of consolidated reporting

Consolidated reporting is a vital part of family office functions, provides a clear overview of the firm’s entire financial status and enables strategic decision-making. With Simple’s extensive service provider listing, find the software solution to help simplify and advance these key operations.

family office reporting

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Finding the right consolidated reporting software can be tricky. But we did the work for you!

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Simple acts as a promoter for various companies and receives a fee for referrals to relevant service providers. Detailed disclosures are available on individual company listings.

Here are some of the software providers we work with

We work with seasoned experts and service providers who offer technology solutions to satisfy the complex needs of your family office.

Frequently Asked Questions

What is consolidated reporting?

Delivering consolidated reporting is an essential family office function for various reasons, including understanding overall holdings, allocations and exposures to various regions, asset classes and currencies. Used by the beneficial owners or the management team, these reports present a financial summary and help make decisions. This service can be done internally or outsourced, often to accountants or banks.

What consolidation solutions are available to my family office?

Consolidated reporting can happen through standalone tools, as part of products such as portfolio management tools or dedicated services if family offices only want the service and do not need a product.

A Simple guide to implementing family office technology

A Simple guide to implementing family office technology

To execute a successful technology rollout in any family office, there has to be forward-planning, with clear objectives and required outcomes. This guide lays out how to get started with implementing family office technology to start improving your processes, promoting productivity, and saving time now.

Read the guide

Learn more about what this software can do for your family office

What does consolidated reporting software do?

Consolidation software automates and optimises the reporting process. It can collate and compare investment and financial performance, streamline multiple allocations and facilitate the wealth management process.

Find the top family office consolidated reporting software here

Eton Logo

Eton Solutions Eton Solutions

United States of America
Portfolio Management

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

masttro wealth platform logo

Masttro 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.

FundCount Logo

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.

Further reading

Family Office Software & Technology Review 2023
Family Office Software & Technology Review 2023
Technology Stacks

In 2023, the tech industry picked up pace, propelled by widespread integration of connected technologies and the rise of AI as the next major tech intervention after the internet. In Simple's Fourth annual review of family office software and tech, we surveyed leading service providers to capture the latest developments and growth and to track current trends in this market and compiled everything you need to know into a ready-to-use report.

Common family office technology challenges and how to resolve them
Common family office technology challenges and how to resolve them

When compared with multi-client organisations, family offices often face more challenges when selecting and implementing technology. And when it comes to technology to leverage their processes and operations, they need to navigate issues such as systems’ complexity, consistency or cost.

Level up your operations with family office technology
Level up your operations with family office technology

Technology is crucial for family offices in order to automate and optimise data, which can help with transparency, better decision-making opportunities, and better data security. Not only can technology provide access to real-time data, but family offices can track overall wealth and assist with an outsourcing strategy.

Simple solutions for complex times.