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.
In this report, 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 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.
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.
What's Changed Since 2024
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