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. Reluna delivers a wealth management platform that helps family offices manage multi-asset portfolios. It offers integrated tools for risk management, compliance, and trade execution, improving overall operational efficiency and decision-making.
Wealth Spectrum offers a platform designed to simplify the investment management needs of high-net-worth families. It provides tools for data aggregation, accounting, and performance reporting, helping family offices manage and grow their wealth more effectively. WealthArc delivers a cloud-based platform that integrates portfolio management, data aggregation, and performance reporting for family offices. The platform helps streamline operations and improve decision-making with real-time insights into portfolio performance. 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.
+723 Families
Another one is Northern Trust’s Anchor Analytics™, which allows you to navigate and report on your data simply and intuitively using cutting-edge technology. Get real-time portfolio performance, documents, and net worth with our intuitive interface. Our 2FA for web app access ensures seamless and secure management of short-term investments financial accounting family office operations. 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. TIFIN Give is a philanthropic platform that helps family offices manage donor-advised funds.
Family office software for forward-thinking family offices
SS&C Technologies is a global provider of outsourcing services powered by a proprietary technology platform, integrating portfolio management, accounting, and tax services for family offices. Clockwork is a platform designed for managing alternative assets, offering tools for tracking transactions and monitoring real-time portfolio data. Hatcher+ offers AI-driven venture investment solutions, providing family offices with access to a diverse portfolio of startups. The platform applies quantitative data and machine learning models to optimise investment decision-making and streamline the management of venture capital portfolios.
Seneschal selects LemonEdge as its core fund accounting technology
Move cash, manage intercompany transactions and transfer securities and equity through a suite of easy-to-use accounting tools designed for complex capital movements. Featuring automated report preparation and scheduling tools, the Archway Platform can produce and deliver an unlimited number of recurring or ad hoc report packages tailored to the unique needs of your internal staff and family members. At Eton Solutions, we foster collaborative partnerships and provide valuable resources to empower our ecosystem partners.
Landytech provides the Sesame platform, which integrates portfolio management, cash flow tracking, and automated reporting for family offices. Designed to improve operational efficiency, it combines data aggregation with sophisticated analytics to help users manage complex portfolios and assess risk in real time. 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. Aleta is a next-generation wealth management platform for forward-thinking family offices.
- The year 2024 witnessed significant breakthroughs in artificial intelligence, data analytics, and digital integration, and many of the emerging trends have simply accelerated.
- Featuring automated report preparation and scheduling tools, the Archway Platform can produce and deliver an unlimited number of recurring or ad hoc report packages tailored to the unique needs of your internal staff and family members.
- Many offices use separate platforms for portfolio management, reporting, and CRM, creating operational inefficiencies due to siloed data.
- If sophisticated attribution-level performance reporting analysis is also required it is likely a specialist system would be needed in addition.
LemonEdge is the next-generation family office accounting, management, and reporting software that provides the full range of functionality required for the end-to-end management of family office operations. Wealth management technology and outsourced service solutions for family offices and financial institutions. They depend on you to effectively manage their investment portfolios and guide them on the best path forward. With products and services by Eton Solutions, you can offer more value-added services that solve your clients’ pain points and provide them with a more centralized and simplified wealth management experience. However, as many are selecting tools for the first time, family offices need guidance on which technological solutions will truly support their goals and how to navigate the crowded landscape of service providers. Aleta is more than just a wealth reporting platform – it’s probably also the best family office accounting software out there.
Flexible reporting capabilities give you the power to quickly create customized reports that update in real time. Highly awarded and trusted by hundreds of wealthy families, SEI’s Archway Platform has a history of leading the way in wealth management technology. The Archway Platform’s mobile client portal provides family members with on-demand access to their net worth information through interactive dashboards, configurable data views and a secure document sharing tool. Connect all of your bank and investment accounts to have everything in one secure, easy to access platform. Hubbis recently hosted a thought-leadership discussion and lunch at Zuma in the DIFC, in collaboration with Bryan Henning, SVP, Head of International at Eton Solutions. The exclusive gathering brought together senior management from Single and Multi-Family Offices, along with professional service advisers in Dubai, including private client lawyers and tax experts.
Sandbox Wealth provides liquidity management and cash flow analytics tools for family offices. Its platform connects family offices with banks and lenders, simplifying money movement and liquidity management across multiple jurisdictions and family members. The platform uses data to better enable access to money movement and liquidity management. Given the sensitive nature of the data family offices manage, providers that prioritize security are gaining traction.
