Family Office and Private Wealth Software Providers Review

Family Office Software

Private wealth owners around the globe are busy retooling their operations to supercharge their services. At Simple, we often asked for our top family office software recommendations for family offices. We believe that choosing family office technology should not be a matter of opinion – but a matter of fit.


Looking for the latest version?

We publish a new review every year and the 2021 version is live now.

Go to the 2021 Review >
Updated on January 17, 2023
By Bijan Farsijani , Francois Botha

This review is available exclusively to Simple members.

Join our community for free and become a Simple member today.

We no longer support social login. Please create a password for your registered email by going to the Lost Password page.

Not yet a member?

Sign up for a free account by clicking on the link below.

register new account
Simple solutions for complex times.