Software & Technology
Family office management software brings together the operational, financial, and administrative workflows that keep a family office running — from portfolio oversight and document management to task tracking and stakeholder communication. Platforms designed specifically for family offices understand the multi-entity, multi-generation complexity that generic wealth tools miss. These solutions help principals and their teams stay organised, compliant, and in control without relying on fragmented spreadsheets and siloed data.
23 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
The core problem is that managing complex private wealth is a painfully manual and fragmented process.
Featured in: Family Office Software & Technology Report 2025
QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.
Featured in: Family Office Software & Technology Report 2025
Landytech is a financial technology company empowering family offices to make informed investment decisions.
Featured in: Family Office Software & Technology Report 2025
Flanks offers a robust API for automated wealth services. Through the digitisation and aggregation of global wealth data across custodians, Flanks provides an unmatched 360° real-time view of investment portfolios.
Featured in: Family Office Software & Technology Report 2025
Canopy is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
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
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.
Featured in: Family Office Software & Technology Report 2025
Masttro is a SaaS solution for single- and multi-family offices, wealth professionals serving wealth owners, and larger institutions. We believe modern technology and direct data feeds are critical to unlocking solutions to managing wealth data across structure, asset classes, and a move to unstructured data.
Featured in: Family Office Software & Technology Report 2025
Asset Vantage is a family office platform that helps affluent families and their advisors manage, track, and report on their complete wealth portfolio.
Featured in: Family Office Software & Technology Report 2025
Asora is a multi-asset wealth management platform designed for family offices and wealth managers to consolidate, monitor, and report on diverse portfolios.
Featured in: Family Office Software & Technology Report 2025
FundCount is a fully integrated accounting and investment analysis platform for family offices, fund administrators, and hedge funds.
Featured in: Family Office Software & Technology Report 2025
Swimbird provides a comprehensive wealth management platform for family offices and wealth managers, enabling consolidated reporting across all asset classes.
Featured in: Family Office Software & Technology Report 2025
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives.
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
