A new approach to streamlining family office governance and managing documents

Storing and managing governance-related documents in a secure and organised manner is essential for any modern family office.

With Simple’s directory of software providers, you can facilitate governance operations and share indispensable documents at the click of a button.

governance software

Let us connect you with governance platforms that match your needs!

We know you have other things to do – so we did the work for you. Our team tracks over 200 vendors and will help you make the platform selection process smoother.

Share a bit more about your needs and we will connect you with the providers that we believe are best positioned to assist you.

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Head of a large US Single Family Office.
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Governance platforms and document management systems for your family office

What do governance platforms do?

Family office operations rely on data more than ever, and navigating this can be overwhelming. Governance platforms allow family offices to store and identify correct data, decide who can access it and derive real business value of their assets. Alongside the policies that control who can access data and how it is used, governance platforms create internal data standards.

Verified governance platforms from our directory

When it comes to family offices, many trusted advisors are seasoned professionals who have developed close ties to the family heads.

Frequently Asked Questions

What does family office governance mean?

Governance is a broad term that refers to well-run and managed organisations. Clearly-established governance structures allow family offices to make informed decisions that align with their investment paths, values and purpose, include the next generation of family wealth owners and lay the groundwork for smooth wealth transition in the future.

What is document management system for family offices?

Family offices need to manage various documents, from invoices to official contracts and legal agreements. Document management systems allow family offices to receive, track, manage and store documents in one comprehensive environment while reducing a physical paper trail. This system is a component of enterprise content management.

A Simple guide to implementing family office technology

A Simple guide to implementing family office technology

To execute a successful technology rollout in any family office, there has to be forward-planning, with clear objectives and required outcomes. This guide lays out how to get started with implementing family office technology to start improving your processes, promoting productivity, and saving time now.

Read the guide

Further reading

Family Office Software & Technology Review 2022
Technology Stacks

As the world becomes more reliant on technology, expectations of what solutions can and should do increase too. Added to this, as the next generation takes over, family offices need to up their game and have answers on demand. The big question is whether tech has kept up. Our 2022 family office software and technology review surveyed leading service providers to capture the latest developments and track current trends in this market.

family office technology
Common family office technology challenges and how to resolve them
Software

When compared with multi-client organisations, family offices often face more challenges when selecting and implementing technology. And when it comes to technology to leverage their processes and operations, they need to navigate issues such as systems’ complexity, consistency or cost.

family office technology
Level up your operations with family office technology
Software

Technology is crucial for family offices in order to automate and optimise data, which can help with transparency, better decision-making opportunities, and better data security. Not only can technology provide access to real-time data, but family offices can track overall wealth and assist with an outsourcing strategy.

Simple solutions for complex times.