The 70 Best Family Office Software Solutions for Family Offices in 2025
DoLand
DoLand provides family office software features that simplify sustainable investments for financial institutions.
Its platform automates sustainability reporting, offers investment advisory capabilities, and enhances client engagement.
Through tailored solutions, DoLand Pro facilitates data-driven, purpose-focused decision-making to elevate client experiences.
Osyte
Osyte is an all-in-one family office software platform for multi-asset investors and family offices.
It consolidates asset allocation, rebalancing, and trade operations across public and private assets.
Liquidity tracking, cash flow management, and integrated risk controls ensure efficient, compliant investment oversight.
Prismatic
Prismatic delivers a cloud-based family office software suite tailored to financial management needs.
Its multi-entity general ledger, dimensional reporting, and workflow automation allow family offices to manage multi-currency
transactions with precision and efficiency.
Proof
Proof’s family office software focuses on ESG data collection and reporting, guiding offices in building robust
sustainability strategies. Real-time analytics and impact tracking empower decision-makers to align investments with broader
ESG objectives.
Reluna
Reluna provides a comprehensive family office software platform for multi-asset portfolio management.
Integrated risk management, compliance tools, and trade execution features streamline operational workflows and support
informed decision-making.
Sandbox Wealth
Sandbox Wealth specializes in liquidity and cash flow management through its family office software.
The platform seamlessly connects banks and lenders, providing transparent money movement solutions across various regions
and family members.
Velvet
Velvet offers AI-powered family office software designed for venture capital firms and family offices,
automating due diligence, investment memo creation, and portfolio data management. By integrating multiple data sources,
Velvet boosts efficiency and security.
WMS Technology
WMS Technology delivers family office software focused on portfolio updates, risk monitoring,
and client reporting. Real-time data aggregation enables automated compliance tools and streamlined order execution.
North America
Addepar
Addepar is a family office software solution centralizing data for various asset types—including liquid
holdings, private equity, real estate, and cryptocurrencies. With customizable reporting, portfolio analysis, and data
aggregation tools, Addepar supports transparent, informed decisions. Its integrations and SOC 2 Type 2 certification
ensure both flexibility and security.
Aleta
Aleta is next-generation family office software catering to modern needs, aggregating asset data
(including private markets) to provide a broad overview of wealth. User-centric design, mobile functionality, and
sustainability insights make it SOC 2 certified and ready for the next generation.
AgilLink
AgilLink, part of City National Bank’s Datafaction suite, streamlines bill payments and accounting for family offices
and high-net-worth clients. Its secure data workflows ensure efficiency and preserve financial accuracy—another hallmark
of robust family office software.
Arch
Arch offers family office software with wealth management features for private equity, venture capital,
and real estate. Real-time analytics and integration capabilities boost operational performance for family offices.
Asset Vantage
Asset Vantage is a cloud-driven family office software platform providing integrated performance reporting
and a full partnership look-through. It delivers a holistic net worth view by consolidating data across currencies, geographies,
and advisors.
Canoe
Canoe automates data extraction and document management for alternative investments—key functions within
family office software. Its AI-powered platform reduces the manual workload typically associated with
private equity and hedge fund data.
Clockwork
Clockwork targets alternative asset portfolios, equipping family offices with family office software
that monitors transactions in real time, streamlining operations for private market assets.
Collation.AI
Collation.AI leverages AI to automate data aggregation, analysis, and reporting. As a family office software
solution, it transforms PDFs and APIs into structured workflows, integrating with BI tools like Power BI and Tableau.
Copia Wealth Studios
Copia Wealth Studios focuses on data visualization, helping family offices optimize portfolios with intuitive dashboards—an
innovative approach within family office software offerings.
Ethic
Ethic weaves ESG considerations into family office software, enabling family offices to align investments
with socially responsible goals. Customizable portfolios and reporting detail the impact of ESG choices.
Estate Space
Estate Space centralizes property and asset management within one family office software platform,
promoting efficient collaboration among teams that handle high-value estates and related assets.
Eton Solutions
Eton Solutions consolidates accounting, reporting, and transaction processing in a single, secure
family office software environment. AI-driven automation and integrations (e.g., bill pay, tax prep)
reduce manual tasks and clarify wealth data.
eVestment Alliance
eVestment, part of Nasdaq, provides broad institutional investment data and analytics. It is often integrated with
family office software to enhance fund research, performance analysis, and due diligence across a
multitude of asset types.
FundCount
FundCount specializes in accounting and investment analytics for multi-asset class portfolios. Its
family office software automates tasks like partnership accounting and comprehensive reporting,
reducing operational complexity.
Knowledger
Knowledger’s rules-based engine merges investment and accounting books of record, keeping the general ledger current.
This integration is a prime example of family office software streamlining back-office operations.
Masttro
Masttro offers cloud-based family office software for real-time wealth tracking—covering private assets,
cryptocurrency, and traditional investments. Customizable reports prioritize security and adaptability.
MyFO
MyFO simplifies family office tasks by centralizing financial data, scenario planning, and document management within
one family office software platform. It focuses on multi-generational wealth management.
MSCI
MSCI offers data-driven risk and performance analysis for family offices. By incorporating Burgiss for private capital
data and Foxberry for index solutions, MSCI’s suite seamlessly integrates with various family office software
deployments.
Nines
Nines is a family office software product for property and household administration, enhancing oversight
of estates, vendors, and operational tasks through a centralized system.
Northern Trust Family Office Technology
Northern Trust’s Global Family Office Technology offers robust family office software with partnership
accounting, tax management, and data visualization—all within one secure platform. Offices can adopt it fully or integrate
only select modules.
Private Client Resources (PCR)
PCR leads in data aggregation for family offices, consolidating intricate asset data from multiple sources. This
family office software solution simplifies managing alternative investments and illiquid assets.
Private Wealth Systems
Private Wealth Systems offers family office software that aggregates data from diverse portfolios,
delivering in-depth financial analytics and performance metrics tailored to strategic decision-making.
Sage Intacct
Sage Intacct delivers cloud-based family office software solutions with automated financial reporting,
multi-entity accounting, and compliance support, reducing operational costs and complexity.
SoftLedger
SoftLedger is a cloud accounting tool within the family office software category, featuring a full
general ledger, accounts receivable/payable, inventory tracking, and crypto asset management.
SS&C Black Diamond
SS&C Black Diamond is cloud-based family office software aimed at complex portfolios. It consolidates
reporting, data aggregation, and reconciliation—ideal for multi-family offices aiming to streamline workflows.
SS&C Technologies
SS&C Technologies offers an end-to-end family office software platform combined with outsourced
services for portfolio management, accounting, and tax compliance, supporting long-term scalability.
SumIt Software
SumIt Software is an accounting-centered family office software platform that merges third-party
data, managing intricate structures and simplifying financial reporting.
TIFIN Give
TIFIN Give is a philanthropic family office software solution designed for donor-advised funds,
leveraging AI to customize charitable activities in line with family values and financial objectives.
Europe
Altoo
Altoo is Swiss-based family office software that consolidates liquid and illiquid assets, integrating
risk and performance reporting. Its intuitive design accommodates legal and compliance needs.
Alwy
Alwy functions as an all-in-one family office software solution, offering asset aggregation, automated
reporting, and regulatory compliance management. Its user-friendly interface promotes strategic planning and better
governance.
Apliqo
Apliqo zeroes in on private market analytics, helping family offices refine their performance strategies. As part of a
broader family office software toolkit, it offers insights for complex investments.
Asora
Asora’s SaaS-based family office software monitors private and liquid holdings, automatically capturing
financial data and presenting it in a single dashboard. This reduces manual entry and increases operational efficiency.
Atalaya
Atalaya merges analytics, technology, and data for family offices. This configurable family office software
emphasizes portfolio management and data aggregation to safeguard and grow wealth.
DAPM
DAPM’s suite streamlines compliance, data aggregation, and investment reporting, forming a comprehensive
family office software platform that enhances transparency and productivity.
DiliTrust
DiliTrust offers legal and governance solutions as part of its family office software offering, covering
board meetings, contract oversight, entity tracking, and secure document sharing with an intuitive interface.
Elysys
Elysys develops family office software on Microsoft Dynamics 365, supporting multi-asset portfolios
and integrating accounting for a clearer operational view.
FA Solutions
FA Solutions, headquartered in Finland, delivers cloud-based family office software for wealth management,
addressing accounting, asset tracking, and compliance in multiple currencies.
Fincite
Fincite’s digital wealth management platform consolidates data across various asset classes. This
family office software solution includes automated advisory tools and portfolio oversight to optimize
allocation.
Flanks
Flanks, based in Spain, is a family office software tool that aggregates portfolio data from multiple
custodians, ensuring a unified view of assets and accurate performance analysis.
Hemonto
Hemonto specializes in consolidated family office software reporting across desktop and mobile interfaces.
Back-end support ensures data quality and personalized insights for better decision-making.
IQEQ
IQEQ offers global administration and reporting through its family office software, catering to complex
multi-jurisdictional structures with integrated asset management, tax reporting, and governance tools.
Keesystem
Keesystem’s KeeSense platform provides family office software solutions for portfolio management,
compliance checks, and client relationships, pulling data from various sources into a streamlined environment.
Kiski
Kiski offers family office software with an emphasis on analytics and risk management, offering
market insights, diversified strategy planning, and custom reporting.
Landytech
Landytech’s Sesame platform combines data aggregation, analytics, and automated reporting. As a
family office software choice, it supports complex portfolios with real-time risk assessment and
operational efficiency.
Ledgex
Ledgex is family office software purpose-built for portfolio management, reporting, and strategic
decision-making, delivering multi-asset analytics to track performance and risk across a range of investments.
ORCA
ORCA complements existing accounting and reporting systems with tax, legal, and compliance workflows. This
family office software solution automates entity management and structure charting.
Performativ
Performativ supplies cloud-based performance measurement and reporting for family office software,
helping track returns and optimize portfolio strategies with ease.
PetakSys
PetakSys propels digital transformation, creating tailored family office software solutions to automate
workflows and centralize financial reporting for heightened efficiency.
PointGroup
PointGroup’s Investment Data Intelligence (IDI) platform aggregates, analyzes, and shares data across asset types.
As family office software, it streamlines reporting and bolsters client engagement with real-time analytics.
Qplix
Qplix is a SaaS family office software platform managing multi-asset portfolios in a central repository.
It provides performance analytics and reporting to support strategic wealth management.
Sharpfin
Sharpfin, a Swedish family office software solution, covers portfolio management, compliance, and
reporting for diverse assets, minimizing complexity in everyday operations.
Stacc
Stacc automates back-office processes for family offices, unifying financial data in a family office software
platform that handles compliance tracking, portfolio monitoring, and more.
Swimbird
Swimbird is a real-time family office software solution providing aggregation and reporting across
multiple asset classes. It offers rich analytics for measuring performance and assessing risk.
WealthArc
WealthArc’s cloud-based family office software integrates portfolio management, data aggregation,
and performance reporting into a single interface for immediate insights.
Wize by Teamwork
Wize delivers digital family office software for managing wealth portfolios, focusing on operational
efficiency, risk analysis, and regulatory compliance in one streamlined package.
APAC
Canopy
Canopy is flexible family office software that aggregates data from multiple institutions, offering
live performance metrics and reporting across various asset classes and currencies.
Fencore
Fencore is a data management platform for family offices and asset managers. As
family office software, it automates data integration, compliance tasks, and real-time analytics.
EasyView
EasyView is family office software designed for digitized wealth management, providing consolidated
portfolios, real-time performance monitoring, and asset tracking.
Hatcher+
Hatcher+ employs AI-driven venture investing within its family office software environment, giving
offices a diversified startup portfolio informed by data and machine learning.
Private Reporting
Private Reporting merges financial and non-financial holdings into one family office software platform.
Custom reports and real-time monitoring simplify assessing manager performance and fee structures.
Wealth Spectrum
Wealth Spectrum streamlines data aggregation, accounting, and performance reporting for family offices. This
family office software reduces administrative burdens and aids in wealth growth strategies.
Middle East
Investera
Investera delivers cloud-based family office software for private equity, venture capital, and real
estate portfolios. It automates workflows, investment performance tracking, and capital calls.
Reluna
Reluna provides holistic family office software for managing diverse asset classes. Risk management,
compliance, and trade execution features streamline operations and promote data-driven investment strategies.
WealthBrain
WealthBrain enhances wealth management with AI-driven analytics, client onboarding, and regulatory compliance.
Its family office software integrates real-time data, supporting clarity and responsiveness.
Selection Criteria
Selecting appropriate The 12 Best Family Office Software requires a methodical approach focused on organizational needs and operational objectives. The evaluation process begins with a comprehensive assessment of current workflows, technology infrastructure, and growth projections.
Requirements Analysis
Family offices must first define their core requirements across key areas including portfolio management, reporting capabilities, and compliance needs. Stakeholder input from investment teams, operations staff, and family members helps establish priorities and identify essential features. Consider both immediate needs and future scalability requirements to ensure long-term value.
Technical Evaluation
Assessment of technical specifications should focus on:
- Data integration capabilities with existing systems
- API availability and customization options
- Security protocols and compliance frameworks
- Cloud vs. on-premise deployment options
- Mobile accessibility and user interface design
Cost Considerations
Pricing models vary significantly among providers, from AUM-based fees to flat-rate structures. Consider:
- Implementation and training costs
- Ongoing maintenance and support fees
- Additional costs for customization
- User license scalability
- ROI potential through operational efficiency gains
The final selection should align with both technical requirements and budget constraints while providing room for growth. Requesting detailed demos and trial periods from shortlisted providers enables hands-on evaluation of user experience and functionality match with organizational needs.
Recommendations for Single and Multi Family Offices
Single Family Office Considerations
Single family offices should prioritize software solutions offering comprehensive portfolio management with scalable features. Platforms like Addepar and Masttro provide tailored dashboards and customizable reporting frameworks suited for individual family needs. Key selection criteria include:
- Consolidated view of all family assets and investments
- Inheritance and succession planning tools
- Private investment tracking capabilities
- Family governance features
Multi Family Office Requirements
Multi family offices require more robust platforms capable of managing multiple client portfolios simultaneously. Solutions like PandaConnect and FundCount excel in handling complex, multi-entity structures. Essential features include:
- Bulk transaction processing capabilities
- Segregated client reporting
- Enhanced compliance monitoring
- Multi-currency support across portfolios
Operational Scale Alignment
The chosen platform must align with operational complexity and growth trajectory. Smaller family offices may benefit from modular solutions offering core functionality with expansion options, while larger offices typically require enterprise-grade platforms with comprehensive feature sets. Consider:
- Current asset under management (AUM) volume
- Number of family members or clients served
- Geographic distribution of investments
- Reporting frequency requirements
- Integration needs with existing systems
Both single and multi family offices should evaluate providers based on their track record in serving similar organizations and their ability to scale services as The 2023 Family Office Software Roundup shows operational demands evolve.
Additional Considerations
AI-Driven Enhancement
Artificial intelligence has become a cornerstone of modern family office software, with all providers integrating or planning to implement AI capabilities. These tools streamline portfolio analysis, automate routine tasks, and generate predictive insights for investment decisions. Machine learning algorithms enhance risk assessment models while natural language processing facilitates document analysis and reporting automation.
Cybersecurity Infrastructure
As family offices increasingly digitize operations, robust security measures are paramount. Leading software platforms implement enterprise-grade encryption, multi-factor authentication, and regular security audits. With 17% of family offices prioritizing cybersecurity tools, providers offer comprehensive threat detection systems and secure data storage solutions to protect sensitive family information.
Next-Generation Engagement
Modern family office platforms incorporate features designed to engage younger family members through intuitive interfaces and mobile accessibility. Digital dashboards and customizable reporting tools facilitate transparent communication across generations, while automated workflows support evolving governance structures and succession planning needs.
Sustainable Investment Integration
Technology Providers Archives increasingly emphasize sustainability metrics and ESG reporting capabilities. Platforms now offer integrated tools for impact measurement, sustainable investment screening, and environmental footprint tracking. These features enable families to align investment strategies with values-based objectives while maintaining comprehensive portfolio oversight. Advanced analytics help quantify social and environmental impact alongside traditional financial metrics, supporting informed decision-making in sustainable wealth management.
Future Trends
AI and Machine Learning Integration
Family office software platforms are rapidly incorporating advanced AI capabilities, with predictive analytics becoming standard for portfolio management and risk assessment. These tools now offer automated document processing, intelligent data extraction, and personalized investment recommendations based on historical patterns and market dynamics.
ESG and Impact Measurement
Sustainability reporting tools are evolving to provide deeper insights into environmental and social impacts. Modern platforms integrate real-time ESG data feeds, automated impact scoring, and customizable sustainability metrics, enabling family offices to align investments with values while maintaining performance targets.
Digital Asset Management
As cryptocurrency and blockchain technologies mature, family office software is expanding to accommodate digital asset management. Estate Management Tech platforms now offer integrated crypto portfolio tracking, NFT valuation tools, and secure digital wallet integration, providing comprehensive oversight of both traditional and digital holdings.
Enhanced Collaboration Features
Next-generation platforms emphasize secure communication and workflow management tools. Cloud-based solutions facilitate real-time collaboration between family members, advisors, and staff, while maintaining strict access controls and audit trails. Mobile-first interfaces ensure seamless engagement across devices and locations.
Risk Analytics Evolution
Advanced risk management tools now incorporate machine learning algorithms for more sophisticated scenario analysis and stress testing. Real-time monitoring systems provide early warning indicators for market volatility, while automated compliance checks ensure adherence to investment mandates and regulatory requirements.
Conclusion and Getting Started
Selecting an optimal family office software solution requires a strategic approach focused on organizational fit and scalability. The evaluation process should begin with a thorough needs assessment, considering current operational requirements and future growth trajectories. Key stakeholders must be involved throughout the selection journey to ensure alignment with family objectives and investment philosophies.
When initiating the software selection process, consider these essential steps:
- Document current pain points and operational inefficiencies
- Establish a clear budget framework including implementation costs
- Prioritize must-have features versus nice-to-have capabilities
- Evaluate vendor track records and client testimonials
- Request comprehensive platform demonstrations
Leading platforms like Addepar, Black Diamond, and FundCount offer distinct advantages, but the final choice should reflect your specific requirements for portfolio management, reporting, and compliance. Consider starting with pilot programs or phased implementations to ensure smooth adoption across the organization.
Remember that successful implementation extends beyond technical capabilities – factor in training requirements, support services, and the provider’s commitment to ongoing platform development. As Estate management tech continues to evolve, choosing a solution that offers both immediate functionality and future adaptability remains paramount for sustainable wealth management operations.
The family office software landscape continues to evolve rapidly, with solutions becoming increasingly sophisticated and specialized. As we look ahead, the integration of artificial intelligence, enhanced cybersecurity measures, and sustainable investment tracking capabilities will become standard features rather than luxuries. The key to success lies in selecting a platform that not only addresses current operational needs but also provides the flexibility to adapt to future challenges.
Family offices must approach software selection as a strategic investment rather than a mere operational tool. The right platform can transform efficiency, enhance decision-making capabilities, and ensure seamless wealth transition across generations. By carefully evaluating options against specific organizational requirements and future growth trajectories, family offices can build a robust technological foundation for sustainable wealth management.