Family Office Software & Technology Report 2025
Simple explores how family office software and technology are evolving in step with advances in AI and integration. Drawing on insights from more than 11,000 platform users, along with conversations, workshops, and detailed input from nearly 40 vendors.
TL;DR
- Family offices are increasingly prioritizing integration and data quality over visual reporting.
- AI adoption in family offices has tripled, with 34% now using AI tools.
- Integration challenges persist, particularly with private-market data, affecting operational efficiency.
- Family offices are transitioning from fragmented systems to unified platforms for better data flow.
- Next-gen leaders are driving structured evaluations focused on technology fit and governance.
1. TL;DR
Simple’s 2025 data shows a measurable shift in digital maturity. More family offices are running multi-system stacks, and integration and data quality have overtaken visual reporting as top priorities. The conversation has moved from adoption to outcomes. After years of experimentation and fragmented adoption, digitalisation has accelerated — family offices are no longer passengers in the technology journey; they’re becoming its architects. The systems they design now, built to connect data, automate workflows, and enhance decision-making, will define their operational advantage for years to come. Offices that can integrate, scale, and build trust effectively are likely to set the pace.
This edition draws on insights from 40 vendor surveys, data from more than 11,000 platform users, Simple’s family office polls and mini-surveys, and direct family office calls and workshops.
What’s Changed Since 2024
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