Family office software
Family office software encompasses seven primary categories, each addressing distinct operational, investment, or administrative needs. Understanding these categories helps family offices determine which tools best fit their specific requirements. Simple provides detailed guidance on each software type, helping family offices evaluate vendor options and implementation approaches. Our benchmarking data and vendor network enable family offices to make informed decisions about software investments.
Understanding family office software
Family office software refers to specialised technology platforms and solutions designed to support the operational, investment, and administrative functions of family offices. Modern family office technology has evolved significantly over the past decade, moving beyond basic reporting tools to comprehensive integrated platforms that handle portfolio management, financial consolidation, compliance tracking, and governance.
These software solutions serve multiple purposes: centralising data from disparate sources, automating manual processes, providing real-time visibility into investment performance, and enabling better decision-making through analytics and reporting. As family offices grow in complexity — managing multiple entities, jurisdictions, asset classes, and family members — the need for purpose-built technology becomes increasingly critical.
Simple powers the next generation of family offices
Simple solutions for complex times: Our technology-driven solutions and services offer comprehensive support to wealth owners and family office professionals, covering everything from structuring to optimisation.
Types of Software
- Data Consolidation Tools
- Wealth Reporting Software
- Wealth Management Software
- Accounting Software
- Tech-Enabled Outsourced Solutions
- Portfolio Management Systems
- Operational and Governance Software
Simple provides a one-stop solution that integrates expert knowledge, proprietary benchmarking data, and a global network of software providers to modernise family office operations. By utilising our structured four-phase selection process — covering assessment, evaluation, and negotiation — clients can define capabilities and cut vendor selection time by 90%.
Companies
See all companiesAccess a curated ecosystem of trusted family office investment service providers and technology partners. From venture capital to secondaries in private markets, connect with vetted vendors worldwide.
Masttro
United States of America
Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.
Eton Solutions
United States of America
Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.
Aleta
United States of America
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.
Family Office Software & Technology Report 2025
Explore how family office software and technology are evolving. This report draws on insights from more than 11,000 platform users, along with conversations, workshops, and detailed input and demos from nearly 40 vendors. It reflects a sector moving from experimentation to practical implementation, where integration, privacy, and data confidence increasingly define technology strategy.
Must Reads
AI for Family Offices Starts Here
Discover how AI is changing reporting, governance, and operations — and how Simple helps you use it.
“I believe that the next generation of family leaders need new, simple tools and trusted advisors with a fresh outlook.”
Francois Botha
Founder & CEO
Are you thinking about building a family office?
Connect with our team to learn how the Simple Select platform can support your family office software selection process enabled by AI. From thinking through the classic buy VS build considerations, defining your goals, outlining relevant requirements and then compiling a shortlist of potential vendors using our rich vendor data.