Simple Select
Choose the right technology with confidence.
Simple Select is a structured evaluation framework that helps family offices compare, score, and select technology and service providers — using real data, not sales pitches.
The problem
Choosing technology for a family office is uniquely difficult. The market is fragmented, opaque, and full of vendors who understand institutional investors far better than they understand families.
Most family offices end up choosing based on relationships, referrals, or whoever shows up first. The result? Systems that don't fit, integrations that don't work, and a technology stack that creates more problems than it solves.
Simple Select was built to fix this. It gives family offices the same structured evaluation process that large institutions use — adapted for the specific needs, scale, and governance requirements of family offices.
A structured process, not a guessing game.
Standardised vendor profiles
Browse 50+ technology and service providers in a standardised format — same categories, same depth, same scoring methodology.
Provider categories
Portfolio management
Consolidated portfolio reporting, performance analytics, and multi-custodian aggregation. Providers evaluated include Addepar, Masttro, Canopy, PCR, and others.
Accounting & reporting
General ledger, fund accounting, expense management, and financial reporting. From full-service platforms to specialised family office accounting tools.
Risk & compliance
Regulatory monitoring, risk analytics, AML/KYC workflows, and compliance dashboards. Tools that help family offices meet obligations across jurisdictions.
CRM & relationship management
Contact management, deal flow tracking, LP communications, and stakeholder portals. Designed for the relationship-driven nature of family office work.
Document management
Secure storage, version control, classification, and retrieval. From basic vault solutions to AI-powered document intelligence platforms.
Cybersecurity
Threat monitoring, access management, incident response, and security posture assessment. Tailored for the high-trust, high-value environment of family offices.
Data & analytics
Business intelligence, data warehousing, and analytics platforms. Turning fragmented family office data into actionable insight.
Communication & collaboration
Secure messaging, board portals, family collaboration tools, and internal communication platforms. Built for confidentiality and governance.
Common questions
RFPs are slow, resource-intensive, and often produce incomparable responses. Simple Select uses standardised evaluation — same questions, same scoring, same format — so you can compare providers fairly and efficiently.
No. Simple Select is entirely independent. We do not accept referral fees, commissions, or kickbacks from any provider. Our revenue comes from advisory fees paid by family offices.
Provider evaluations are updated annually, with interim updates when significant product changes, acquisitions, or pricing changes occur. We also validate data with providers before each engagement.
Simple Select is designed to be used as part of our Build advisory engagement. The tool provides the data; our team provides the context, facilitation, and implementation support.
We can evaluate any provider using the Simple Select methodology. If a provider you're considering isn't already in our database, we'll evaluate them as part of your engagement.
Results
3.5
Average months from start to vendor selection
94%
Client satisfaction with selected provider
35%
Reduction in ineffective software spend from misaligned vendors
100%
Governance-documented selections & audit trails
Make your next technology decision with data.
Simple Select takes the guesswork out of vendor selection. Whether you're choosing your first portfolio management system or replacing an entire technology stack, we have the data and the process to help.