Arch offers wealth management tools tailored to family offices, with features for tracking private equity, venture capital, and real estate. It provides real-time insights into portfolio performance and integrates with existing systems to streamline operational efficiency. WMS Technology provides wealth management solutions for family offices, focusing on portfolio updates, risk management, and client reporting. The platform integrates real-time data from market providers and offers automated tools for compliance management and order submission. The market is dominated by larger legacy providers offering comprehensive wealth management platforms.
Award-Winning Technology
57% of surveyed service providers noted that 80% of family offices still heavily rely on Excel. There’s a growing focus on connecting various platforms using point solutions, enabling a seamless flow of data and reducing administrative burden. Many family offices feel underinvested in technology and plan to enhance their digitization strategies in the coming year. However, many family offices report feeling “less-than-adequately” invested in technology, with a significant portion indicating plans to enhance their digitization strategies in the coming free personal finance software year. These providers offer the world’s best, specifically tailored services for family offices considering new solutions or additions to existing technology stacks either now or in the future.
Preserve wealth with peace of mind
The platform provides custom reporting, market insights, and strategic diversification tools to protect and grow assets. Kiski’s data-driven approach helps investment teams optimise performance and mitigate risks with real-time analytics, ensuring strategic growth and long-term sustainability. Altoo is a Swiss wealth management platform offering consolidated wealth data aggregation, performance reporting, and risk management. It simplifies wealth management for family offices by providing easy-to-use tools for tracking both current vs capital expenses liquid and illiquid assets and integrating legal and compliance reporting.
- TIFIN Give is a philanthropic platform that helps family offices manage donor-advised funds.
- By integrating multiple data sources, Velvet helps streamline decision-making and operational efficiency while maintaining strong security standards.
- Many offices use separate platforms for portfolio management, reporting, and CRM, creating operational inefficiencies due to siloed data.
- Our team and network of independent advisors deliver family office solutions while our knowledge platform and family office jobs portal provide a practical resource for the family office community.
- There’s a growing focus on connecting various platforms using point solutions, enabling a seamless flow of data and reducing administrative burden.
Through purpose-built tools, family office accountants can systematically close, update and revert the books across all entities or a subset of entities. Most solutions choose to carve out their niche by providing their own unique take on what a product should look like and that could create confusion or solutions that are difficult to compare to others. Rather than a unique value proposition, this could actually have to opposite effect on potential customers, not knowing what box to place a solution in.
Its platform integrates asset management, tax reporting, and governance tools, helping family offices manage international operations. Private Wealth Systems provides a powerful data aggregation and reporting platform for family offices, focusing on delivering clear insights into portfolio performance and asset allocation. The platform supports multi-asset class portfolios and offers comprehensive financial analytics. Osyte is a unified portfolio management platform designed for multi-asset investors, including family offices. It offers asset allocation, rebalancing, and trade management tools for both liquid and illiquid assets, with capabilities for liquidity and cash flow management, as well as integrated compliance and risk management. QPLIX delivers SaaS solutions for family and investment offices, wealth management, banks, and asset managers.
Manage Intricate Entity Ownership Structures
A multi-family office serves many roles for its clients, and all of the services it provides must be executed with accuracy and transparency. The Eton Solutions AtlasFive™ software platform and optional supplemental services enable MFOs to efficiently execute transactional services and at lower costs thereby increasing profitability. Our one-stop solution streamlines family office operations, eliminating the inconvenience and inefficiencies of juggling multiple software products. Over the past fi years, the Simple software review has consistently reported high levels of growth in the industry and this year was no different, with providers reporting strong year-on-year increases in revenue. The family office software and technology sector was no exception, and the industry has mirrored the patterns of growth and expansion driven by AI in other areas.
It includes a full general ledger, accounts receivable, accounts payable, inventory management, and crypto asset management. Whatever your strategy, Addepar’s family office software helps you handle complexity efficiently — preserving family wealth for generations to come. SEI Family Office Services offers a variety of outsourced services to help family offices build efficiency in their back-office operations. Automatically consolidate data across entities, asset classes, custodians, managers, currencies and geographies for powerful financial analysis and reporting. The emergence of new wealth and an increasingly complex business environment have driven the recent growth of single family offices.
Copia Wealth Studios provides a visual wealth management platform for family offices, offering tools to monitor and optimise investments through tax deductions for independent contractors data visualisation and intuitive dashboards. Velvet provides AI-driven tools designed to assist venture capital firms and family offices with automating administrative tasks. It simplifies processes such as generating investment memos, conducting due diligence, and managing portfolio data. By integrating multiple data sources, Velvet helps streamline decision-making and operational efficiency while maintaining strong security standards. AtlasFive® is a fully integrated, cloud-native AI-driven platform that offers a transformative solution to the challenges faced by Registered Investment Advisors (RIAs).
Embedding your office’s workflows into AtlasFive® can expedite all functions a family office provides to its clients. Apliqo specialises in investment performance tools, particularly focused on private markets. It offers detailed analytics and projections to support family offices in managing complex portfolios and optimising investment pacing and strategy. All family offices may be different, but when it comes to accounting, they struggle with one or all of the triple As.