Family Office Reporting Software

WIZE by TeamWork

Luxembourg

Technology Providers

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.

WealthSpectrum

India

Technology Providers

WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs.

WealthArc

Luxembourg

Technology Providers

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

Vyzer

United States of America

Technology Providers

The core problem is that managing complex private wealth is a painfully manual and fragmented process.

QPLIX

Germany (Frankfurt and Munich)

Technology Providers

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

Landytech

France

Technology Providers

Landytech is a financial technology company empowering family offices to make informed investment decisions.

IQ-EQ

Luxembourg

Technology Providers

IQ-EQ is a leading investor services group providing a comprehensive range of compliance, administration, asset, and advisory services to investment funds, global companies and family offices.

Flanks

Spain

Technology Providers

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.

DoLand

Denmark

Technology Providers

The DoLand Pro software makes is easy to deliver engaging and actionable investment impact reports to clients and stakeholders.

DAPM

Switzerland

Technology Providers

Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.

CFO Family

United States of America

Outsourced Solutions

CFO Family is a comprehensive outsources back office solution for wealth reporting.

Canopy

Singapore

Technology Providers

Canopy is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.

Auria

United States of America

Technology Providers

Auria simplifies the complexity of family wealth management by unifying essential capabilities into one seamless, intuitive experience.

Alwy

Sweden

Technology Providers

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

Aleta

United States of America

Technology Providers

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.

Masttro

United States of America

Technology Providers

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.

Asset Vantage

United States of America

Technology Providers

Asset Vantage is a family office platform that helps affluent families and their advisors manage, track, and report on their complete wealth portfolio.

Asora

Switzerland

Technology Providers

Asora is a multi-asset wealth management platform designed for family offices and wealth managers to consolidate, monitor, and report on diverse portfolios.

FundCount

United States of America

Technology Providers

FundCount is a fully integrated accounting and investment analysis platform for family offices, fund administrators, and hedge funds.

Swimbird

Sweden

Technology Providers

Swimbird provides a comprehensive wealth management platform for family offices and wealth managers, enabling consolidated reporting across all asset classes.

Asseta

United States of America

Technology Providers

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

SumIt

United States of America

Technology Providers

SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.

Addepar

United States of America

Technology Providers

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives.

Elysys

Monaco

Technology Providers

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

Etops

Switzerland

Technology Providers

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.

Altoo

Switzerland

Technology Providers

The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.

Point

Germany

Technology Providers

The Point Investment Data Intelligence (IDI) platform streamlines data aggregation, analysis and reporting for investment managers.

Eton Solutions

United States of America

Technology Providers

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.

Performativ

Denmark

Technology Providers

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.

Hemonto

Denmark

Outsourced Solutions

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.