Table of Contents


2.Use Cases

3.Software Categories

4.Investing Trends and Changes

5.Data and Localization

6.Provider Insights: Family Office Technology Industry Trends and Changes

7.Top Family Office Software Providers

8.Methodological note

Family Office Software Review 2021

family office software review

For family offices of all shapes and sizes, configurations, needs, and regions -- there's a software stack for you and we're determined to help you find the right one. This year we unpack use cases, data, and how to handle emerging asset classes.


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Technology Stacks
Updated on February 28, 2023
By David Struthers , Daniel Hilhorst , Francois Botha

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