Technology for family offices is entering a new stage of maturity. What started as a scattered collection of tools has become an interconnected ecosystem shaped by interoperability, accuracy, and execution quality. Future Family Office explores this shift and considers what a modern operating system looks like in 2025.
Every year, Simple releases the Family Office Software and Technology Report, evaluating how well technology vendors are keeping pace with evolving needs. This year’s data shows a sector that has moved beyond experimentation. Technology is embedded in daily operations, and the conversation has shifted from dashboards and features to something more fundamental: trust, fit, and the ability to reduce manual work while strengthening oversight.
Younger principals and operational leaders are driving much of this change. They expect technology to be clean, intuitive, and connected. They judge platforms on whether they integrate smoothly, maintain accuracy, and support audit readiness. Vendors are assessed on data quality, implementation speed, and operational reliability. AI matters only when it fixes real problems. Tools that add noise or manual friction fall out of favour quickly.
Hybrid models that blend software and services are also gaining momentum. Smaller teams, talent turnover, and the growth of private markets data mean many offices now see operational support as essential rather than optional.
The market itself has settled into thirteen clear categories. Instead of competing on the number of features, vendors compete on depth, precision, and their ability to plug into the broader architecture of a family office. Integration is no longer a technical detail. It is a governance issue. Families expect traceability, audit trails, and systems that remain stable even as structures and people change.
Several insights stand out this year. Integration remains the hardest challenge, especially for private markets. Automation is valuable only when it eliminates work. Accuracy is a key buying metric. User experience has become hygiene. AI is shifting into the infrastructure layer. Implementation quality is now the real battleground. And software is increasingly paired with services.
The next phase will focus on interoperability and explainable AI. Winning platforms will show why their outputs can be trusted, with clear data provenance, permissioning, and control layers. Family offices are no longer experimenting. They are building long-term systems that balance capability with trust.
Below is the 2025 landscape, with rewritten descriptions that reflect how platforms fit into this new environment.
Data Consolidation & Wealth Reporting
Aleta brings together public, private, and alternative assets in a fast-adoption, API-led environment designed for scale. Its SOC 2-certified architecture appeals to families that prioritise trust and security.
Altoo offers a Swiss-hosted platform built around clarity, simplicity, and privacy. Families use it for a consolidated view across asset classes, with strong emphasis on accuracy and secure infrastructure.
Asora supports modern family offices with automated aggregation, performance insights, and entity-aware reporting across liquid and private holdings, underpinned by ISO 27001-certified access controls.
Mantle focuses on private assets, giving limited partners a unified environment to manage documents, data extraction, analytics, and capital-call workflows, reducing fragmented processes across portals and emails.
MyFO simplifies data flows between custodians and advisors, offering structured reporting and secure access for offices that want institutional-level privacy and compliance.
Vyzer provides an AI-assisted “living balance sheet,” integrating public and private holdings into real-time portfolio visibility designed to replace manual spreadsheets.
1fs Wealth consolidates assets, maps ownership, and provides risk analytics for family offices needing a UK-based wealth-intelligence system.
Jay Solutions uses its J-Ray platform to unify liquid and illiquid holdings for Nordic offices, with dashboards tailored to advisors and wealth managers.
Wealth Management Software
Abbove centralises wealth data and planning workflows for family offices and private banks, with strong tools for visualisation, collaboration, and long-term advisory work.
Alwy replaces spreadsheets with real-time dashboards, offering multi-currency capabilities and a mobile-first experience that suits smaller offices wanting quick deployment.
Asset Vantage combines general-ledger accounting with performance reporting, supporting multi-entity structures and offering deep insights into family net worth across currencies and geographies.
Auria blends reporting, entity management, and client-portal functionality in an intuitive, configurable environment designed for offices prioritising agility.
Canopy automates data aggregation from global banks and custodians into reconciled dashboards, supporting tax-ready reporting for offices across Asia and beyond.
Copia Wealth Studios unifies wealth data, analytics, and collaboration with a governed data model and AI-driven ingestion designed to support private-market tracking and capital-call visibility.
DAPM delivers precision analytics and compliance monitoring with full data lineage, supported by end-to-end aggregation and dedicated analyst support.
Elysys builds on Microsoft Dynamics 365 to combine portfolio management and multi-entity accounting, fitting offices that require European data residency and strong process controls.
Eton Solutions connects investment positions and performance directly into the accounting ledger through its AtlasFive platform, creating a single source of truth for multi-entity families.
Etops offers modular wealth and asset-management tools with AI automation and compliant digital workflows for European offices and private banks.
Flanks provides wealth-data infrastructure that aggregates and enriches bankable and non-bankable data across 450 custodians, enabling faster reporting and advisory services.
Landytech delivers portfolio aggregation, analytics, and configurable reporting via Sesame One, with strong connectivity to custodians and depth across asset classes.
Masttro combines aggregation, analytics, and privacy-first architecture with AI-supported reporting and exception handling for diversified portfolios.
Swimbird offers European-hosted aggregation, validation, and reporting with intuitive design for offices needing transparency and confidentiality.
Addepar provides institutional-grade analytics, custom reporting, and scenario analysis, widely used by multi-entity offices that require audit-ready data and strong API connectivity.
Performativ consolidates bank, fund, and private-market data into a single dashboard, serving Nordic clients who want simplified architecture.
Qplix brings performance, transactions, and risk into a unified data model, serving offices that need granular analytics across complex portfolios.
Sharpfin offers PMS, reporting, and compliance in a cloud-native suite designed for smaller offices that want integrated front- and back-office tools.
Sofistic AI consolidates client data from CRMs, custodians, and planning tools into an AI-powered environment that supports forecasting, scenario simulation, and automated reporting.
Portfolio Management Systems
Archway unifies accounting, investment management, and reporting around a core ledger with configurable subledgers for complex wealth structures.
Infront provides a pan-European front-office desktop combining market data, analytics, trading, and reporting into one monitored environment.
WealthArc supplies automated aggregation, cleaning, reconciliation, and validation through its Data Box API, with a unified PMS for front-to-back management.
WealthSpectrum streamlines accounting, performance, reconciliation, and reporting for Asian investment teams managing multi-asset, multi-currency environments.
Wize supports discretionary management with fast, day-to-day portfolio workflows, rule-based compliance checks, and direct custodian connectivity.
Aladdin (BlackRock) offers deep modelling, trading, and risk analytics for large family offices that manage multi-asset, institutional-grade portfolios.
Envestnet provides PMS, client portals, and financial planning with API integrations that make it a flexible front-office component inside larger stacks.
FA Solutions offers cloud-native PMS, accounting, and reporting with strong API connectivity and multi-currency support.
KeeSystem delivers PMS, CRM, compliance, and document workflows in one suite for Swiss and Monaco family offices.
SS&C Black Diamond supports performance reporting, alternatives data, client portals, and trust workflows with service-enabled implementation.
Accounting Software
Asseta replaces spreadsheets and legacy accounting systems with multi-entity ledgers, dimensional reporting, and AI-driven governance.
FundCount provides transaction-level accuracy and deep partnership accounting in one database, supporting complex structures with hedge fund or private equity exposure.
Sage Intacct offers GAAP and IFRS-aligned accounting, multi-entity consolidation, and dimensional reporting widely used in mid-market family offices.
SumIt focuses on simple, family office–specific accounting with automated consolidation, eliminations, and native Addepar and Bill.com integrations.
NetSuite supports large multi-entity structures with ERP-level accounting, consolidation, and custom modules for investment tracking.
SoftLedger delivers real-time consolidation, multi-currency support, and APIs for investment and payments data, including digital assets.
Data Aggregation & Warehousing
AltExchange converts unstructured alternative investment data into structured insights for reporting and tax workflows.
Automated Data (ADI) creates a “digital twin” of the family office by unifying structured and unstructured data, supporting local, privacy-first AI workflows.
Collation AI extracts, normalises, and structures data from documents, portals, and spreadsheets, improving private-market reporting accuracy.
Opto Investments supports the creation, funding, and management of bespoke private-market vehicles with integrated workflows and custodial connections.
PCR provides institutional-grade aggregation, producing validated, audit-ready data feeds across custodial, banking, and alternatives sources.
Point offers clean ingestion pipelines, observability, and validation for large offices building data-first architectures.
Pretim supports aggregation, normalisation, and reconciliation across disparate data sources for middle- and back-office teams.
Tech-Enabled Outsourced Services
CFO Family Reporting combines automation with expert oversight to produce reconciled reporting packs, cash-flow analytics, and governance materials.
Hemonto provides consolidated reporting across asset classes with human-backed data quality controls.
IQ-EQ delivers governance-grade reporting via its Cosmos platform, combining regulated oversight with integrated data.
Northern Trust Family Office Technology merges institutional PMS with service teams, linking execution, analytics, accounting, and custody.
Apex Group provides independent oversight of custodians, including safekeeping and reconciliation, for multi-bank portfolios.
Mirador automates aggregation, reconciliation, and portfolio reporting and now forms part of iCapital’s data ecosystem.
Ocorian offers multi-jurisdiction operational, financial, and administrative support through tech-enabled workflows.
SS&C Family Office Services combines outsourcing with technology for portfolio and partnership accounting, tax reporting, and reconciled workflows.
Operational & Governance Software
Daysium automates residency and day tracking, providing defensible, audit-ready travel records for complex mobility profiles.
DiliTrust centralises governance, documentation, and entity oversight in a secure, cloud-based environment.
Nines professionalises estate and property operations with workflows, permissions, and documentation aligned to office-level controls.
Trusted Family supports governance and communication for multi-generational families with structured agendas, voting, and document workflows.
iPaladin provides a single encrypted record of entities, tasks, documents, and approvals with full audit trails.
LeafPlanner maps structures, relationships, and governance workflows for continuity and succession planning.
ORCA automates entity charts, legal and tax workflows, and secure document storage across jurisdictions.
Summitas provides branded portals for reporting, communication, and document storage in a secure, managed environment.
Way2B1 centralises communication, documentation, and workflow management for families and their advisors.
Private Markets Tools
Arch aggregates documents and data from fund managers and automates capital-call and distribution workflows.
Canoe Intelligence converts unstructured fund documents into structured, validated data for reporting systems.
Clade provides secure collaboration and note-generation tools for private-market deal teams.
Clockwork centralises alternative holdings and supports dashboards, valuation metrics, pipeline tracking, and document storage.
eFront manages private equity, real estate, and venture portfolios with integrated workflows and performance analytics.
MSCI Private Assets offers benchmarking, performance, and risk analytics with data from Burgiss and Caissa.
Royc automates private-market workflows from onboarding to investor engagement across fund structures.
Seraf provides workflow, valuation tracking, and reporting tools for angel portfolios and early-stage funds.
Tamarix automates ingestion and validation of GP documents, producing normalised datasets for reporting.
Velvet acts as an AI-powered “digital analyst,” organising unstructured deal data and supporting diligence.
Fees Insights & Controlling
Greenlock reconciles disclosed fees with actual cash flows to uncover hidden charges, leakage, and retrocessions.
Impact & Sustainability
DoLand Pro produces customisable impact reports with actionable insights for advisors and stakeholders.
Matter standardises ESG, SDG, and impact analytics, now within the Diginex ecosystem.
Proof streamlines ESG and impact data collection and benchmarking for portfolio alignment.
Customised Solutions
PetakSys builds bespoke integrations, workflow automations, and custom reporting across accounting, governance, and data systems.
Risclarity links custodial data, PMS outputs, and CRM systems to create reconciled, customised dashboards and reports.
Fund Management
Hatcher+ automates fund creation, onboarding, legal documentation, and portfolio analytics for venture vehicles.
Fundcraft centralises fund administration, compliance, reporting, and capital-cycle management for EU-focused fund structures.
CRM for Family Offices
Attio offers a flexible, relational CRM for managing people, companies, deals, and automation workflows.
Affinity maps communication activity automatically, scoring relationships and surfacing warm introductions for deal-driven teams.
