Family Office Software Family Office Data On One Platform

And the bigger the spreadsheet, the less overview does it give you, the higher the risk of making errors, and the more time you spend maintaining it. The Company reserves the right to forthwith terminate this Agreement and initiate the legal proceedings against the Licensee for breach of terms of this Agreement and recovery of the amounts due. “Person” means an individual, corporation, partnership, joint venture, limited liability company, governmental authority, unincorporated organization, trust, association or other entity.

Trusted by others like you

The platform offers data aggregation, portfolio analysis, reporting, net worth tracking, and supports assets like bankable assets, private equity, real estate, collectibles, and cryptocurrency. Fundcount provide back-office and client reporting software for family offices. This accounting and investment analysis solution’s key tasks include data aggregation, portfolio management, and accounting. QPLIX delivers SaaS solutions for family and investment offices, wealth management, banks, and asset managers. The software maps liquid and illiquid asset classes, and accommodates various client structures, consolidating all investment data into the database. Users can access real-time reports and analytics through the web portal or app.

Family office reporting software that supercharges your wealth strategy

Once you’ve pinpointed the areas needing improvement, prepare an income statement statement of owner’s equity and balance sheet you can better evaluate the options that suit your unique requirements. Along the technology journey toward automotive automation and self-driving cars, experts frequently talk about five levels of automation, ranging from no driving automation whatsoever (Level 1) to full driving automation (Level 5). Today’s family offices might think about a similar spectrum when considering where they are in harnessing the power of automation to improve the way they get from here to there. Future-proof your family office with EtonGPT™ The leading integrated and secure family office Generative AI solution to assist family office staff with complex cognitive tasks. This increased reliance has raised also expectations of what solutions can- and should be able to do. Get unwavering confidence in wealth growth and preservation with our next-generation software for family offices.

Each year at Simple asks the big question of whether software providers meet the expectations of … + family offices and publish the findings in an easy-to-use reference report. This year the following providers stood out within the core functions of family office software products – Consolidaiton & Aggregation, Day-to-day Management, Reporting. Even though they’re grouped in specific regions, many providers have a multi-region coverage. For more than 20 years, we’ve been fortifying family offices’ financial data with impenetrable confidentiality and protection.

1. Once your office has identified an area where it needs to improve, you have a clearer vision of the options best suited to your needs.
2. Flexible reporting capabilities give you the power to quickly create customized reports that update in real time.
3. The SS&C Black Diamond Wealth Platform is part of SS&C Advent, a division of SS&C Technologies.
4. The Archway Platform allows family offices to measure investment, portfolio and manager performance for individuals, households and other user-defined groups using time-weighted or money-weighted returns, performance benchmarks and user-defined allocation models.
5. Most staff would rather be doing more meaningful work that’s more valuable to the family than processing data manually.

AtlasFive® is a estimating allowance for doubtful accounts by aging method fully integrated, cloud-native AI-driven platform that offers a transformative solution to the challenges faced by Registered Investment Advisors (RIAs). By addressing operational inefficiencies, it replaces manual processes with streamlined automation. AtlasFive™ includes a workflow engine that automates operational tasks such as data aggregation, transaction processing, position reconciliation, document management and fee billing to achieve higher efficiency and accuracy in operations.

Asset Vantage’s portfolio reporting software integrates all asset classes, even personal assets such as homes, planes, cars, insurance policies, collectibles, etc. AV offers users the ability to access the system anytime and anywhere, reducing dependencies on family office teams, wealth managers, and what financial liquidity is asset classes pros and cons examples external advisors. AV is a powerful family office accounting and reporting software designed to offer real-time information about your wealth so you can make well-informed decisions. Enlist the SEI Family Office Services team to perform daily transaction-level data reconciliation across custodians, brokerage firms and third-party investment managers to ultimately produce accurate, timely management and end-client reporting.

Manage Intricate Entity Ownership Structures

Family offices are increasingly looking for dedicated software to help them manage and track their assets. They require a range of features that help in operating and reporting – from keeping track of all assets and managing deal pipelines to performance and financial reporting. Aleta family office software offers unparalleled security and peace of mind, knowing your wealth is protected by the best in the industry. Asora helps you automate aggregation of bankable and private asset data, generate robust performance monitoring, and customised reporting — all on a single platform. Our family office software is neither a robo-advisor nor an online wealth manager, as we do not provide investment products or offer recommendations on managing your wealth. SEI Family Office Services offers a variety of outsourced services to help family offices build efficiency in their back-office operations.

Once your office has identified an area where it needs to improve, you have a clearer vision of the options best suited to your needs. To avoid the hassle of reaching out to every tech provider within the scope, trusted advisers and specialist firms can help with the selection process. Our robust cyber security protects your sensitive data, offering peace of mind while preserving the trust of your digital environment. Our highly automated system reduces manual work and errors, freeing your team to focus on high-value tasks. Our integrated data model breaks down data silos, fostering better collaboration and empowering your team to make informed decisions. 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.

Orca was specifically built to deal with tax, legal, and compliance obligations for anyone who manages or owns ownership structures. Masttro serves single- and multi-family offices, wealth professionals serving wealth owners, and larger institutions. Offering a holistic view of your wealth, the platform helps with portfolio and task management, secure sharing and storage of documents, and easy integration with other tech platforms. Turn your data into actionable insights and drive exceptional outcomes with our family office wealth management software – built for family offices by family offices. Manage family office operations with Asora’s single point of view for the team, comprehensive data access permissioning, and pipeline tracking, and more, keeping your team on track with easy-to-use activity feed and task management tools. Wealth management technology and outsourced service solutions for family offices and financial institutions.