The Family Office Software Review
Participate in our Family Office Software Review – and reach new audiences. We are now open to new providers, reviewed on an ongoing basis.

Finding the right software to manage families’ wealth is a pain.

»Impossible to compare them on a feature level.«
»So untransparent, we don’t even know where to start.«
»Unclear pricing«

These are just a few of the recurring verdicts we have encountered in hundreds of conversations with Family Offices, Banks and investment advisors. Having read The 2019 Family Office Software Roundup they reached to us for advice on which software providers they should choose for managing and augmenting their clients’ wealth. Even though all participants differed in their specific needs, they had one thing in common: Finding the right software to manage families’ wealth is a pain.

With the annual Simple Family Office Software Review we tackle this issue and make the search for software simple. Our goal is to provide the industry’s most comprehensive and most actionable report on family centric software. If you are a well-known family centric software provider chances are we have already reached out to you. If we have not been in touch with you yet, but you want to participate in the report, fill in this form:

We publish the report in October during conference season. This is when our readers reassess their software stack to make buying decisions.

You will be part of a report that will help our readers to find software for identified needs and to learn about novel solutions for future challenges.

Additionally, we write and publish several annual roundups for other publications using this data. Some still rank number one Google search result for the keywords “family office software”. Exposure in various articles brings providers remarkable traffic and deals.

Reach your audience

By participating in the report you gain a unique chance to get exposure to our growing number of private wealth focused readers consisting of:

1. Positioning & Branding

Wealth owners and family offices use our data sets to establish and improve their operations. All participants are therefore positioned toward this segment and also covered in various supporting media activities.

2. Exposure & Leads

Gain exposure to new clients in this segment, directly on the Simple Platform and through our datasets used by various consultancies.

3. Market Intel

Annually we report back to service providers on what we have tracked throughout the year.

Process

Family wealth is a matter of trust. Therefore we take great measures to only include providers in our report that deliver a clear, proven value to our audience.
Once you have filled in the form we will pre-assess your fit. After this, you will receive a notification whether or not we can consider you as part of the report. Make sure to leave all necessary contact information so that we can reach out in case we need to clarify your offering to families. Once you are approved, we will provide more information on our survey and how to participate in the review.

Note that there is a standard participation fee for all providers to cover our assessment.

Would you like to join?

Connect with us, using the form below and we will be in touch with the details

    Simple solutions for complex times.