Software & Technology
A family office CRM manages the complex web of relationships that principals, advisors, and deal teams maintain across service providers, co-investors, advisors, and family members. Unlike commercial CRMs designed for sales teams, family office CRM platforms understand relationship hierarchies, confidentiality requirements, and the long-term, trust-based nature of family wealth relationships. The right CRM helps a family office stay connected, organised, and consistent across every touchpoint.
9 platforms found
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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.
Featured in: Family Office Software & Technology Report 2025
WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.
Featured in: Family Office Software & Technology Report 2025
Auria simplifies the complexity of family wealth management by unifying essential capabilities into one seamless, intuitive experience.
Featured in: Family Office Software & Technology Report 2025
Transform your family office with our all-in-one hybrid wealth management tech solution. Seamlessly integrate, optimize, and future-proof your operations today!
Featured in: Family Office Software & Technology Report 2025
Discerning families and family offices use Nines as a centralized household manual and operating system to simplify managing properties, assets, vendors, staff, projects, and more.
Featured in: Family Office Software & Technology Report 2025
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Featured in: Family Office Software & Technology Report 2025
Technology that empowers family offices, wealth and asset managers, banks, and others to get a compliant consolidated reporting across all asset classes at your fingertips.
Featured in: Family Office Software & Technology Report 2025
Eton Solutions is an award-winning cloud-based ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Single Family Offices, Multi Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity, Real Estate and Fund of Fund Firms globally.
Featured in: Family Office Software & Technology Report 2025
