Each year, Simple examines whether technology vendors are keeping pace with the evolving needs of family offices and shares the results through its anticipated annual report.
getty
In 2025, the technology conversation across business has shifted decisively, and family offices are no exception. The latest edition of Simple’s Family Office Software & Technology Report shows a sector moving from curiosity to competence as technology becomes embedded in daily operations.
The annual report draws on insights from offices, users, …
Each year, Simple examines whether technology vendors are keeping pace with the evolving needs of family offices and shares the results through its anticipated annual report.
getty
In 2025, the technology conversation across business has shifted decisively, and family offices are no exception. The latest edition of Simple’s Family Office Software & Technology Report shows a sector moving from curiosity to competence as technology becomes embedded in daily operations.
The annual report draws on insights from offices, users, and vendors. This year the focus is on how next-generation principals and operational leaders are driving the demand for better technology. Their focus is on finding a better fit between their needs and the vendor capabilities, interoperability, and evidence that software can improve their operations, rather than just adding dashboards. According to the report, it’s no surprise that most vendors now deploy AI, so the question is no longer “if” but “what does it fix?” Does it clean data? Does it save time? Is it safe? Is it compliant?
With the technology race heating up, speed and implementation quality has also become a new key expectation. Family offices want partners who can deploy, integrate, and maintain systems with minimal manual intervention. Beyond this, there also seems to be an increasing need for services alongside just pure technology – something that seems to align with the trend of increased outsourcing and smaller teams.
Simple’s report highlighted the following landscape map of tech solutions.
Simple 2025
Thirteen Platform Categories
What was once a fragmented field of point solutions with overlapping use cases and features has matured into thirteen core categories outlined in detail in the report. Each focussing on a different dimension of how family offices manage data, investments, governance, and reporting.
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- Data Consolidation & Wealth Reporting Platforms that unify multi-asset portfolios, reconcile custodial data, and deliver verified reporting for decision-making.
- Wealth Management Software End-to-end environments combining accounting, portfolio management, and reporting in one operational system.
- Portfolio Management Systems (PMS) Tools that go deeper on portfolios, asset allocation, trading & rebalancing, cash-flow control, performance tracking, and benchmarking.
- Family Office Accounting Multi-entity general-ledger platforms handling transaction logging, reconciling, financial report generation across various entities and structures.
- Data Aggregation & Warehousing Infrastructure that automates data ingestion and validation through APIs, document processing, and secure feeds.
- Tech-enabled Outsourced Solutions Hybrid providers offering reconciliation, accounting, or CFO-level reporting through a mix of software and services.
- Operational & Governance Tools Workflows and compliance systems that enforce approvals, maintain audit trails, and formalize oversight.
- Private Markets Data Tools Platforms that centralize private-market data, track valuations, and manage capital-calls and other workflows.
- Fees Insights & Controlling Services and tools that dive deep into costs, monitor fees, and benchmark returns for transparency and manager control.
- **Impact & Sustainability ** Tools that integrate sustainability metrics and ESG into portfolio reporting.
- Customized Solutions Modular or bespoke systems built for specific structures, jurisdictions, or workflows.
- Fund Management Software Systems handling investor reporting, NAV calculation, and capital-account administration.
- CRM Tools Secure collaboration hubs for managing relationships, document sharing, and multi-party workflow visibility.
Together these layers point to a less fragmented market defined less by feature expansion and more by integration, precision, and the quality of execution.
Key insights from the 2025 data
The report covers various aspects of the changing market in detail, but there were several key insights that stood out.
**Integration is the top challenge. **Offices want connections that are stable, monitored, and auditable, especially around private-market data.
**Innovation is uneven. **Legacy workflows and tools persist, and automation only matters when it is actually able to replace manual work rather than creating more work.
**Accuracy is the new KPI. **Data quality is crucial and buyers look for vendors that can ensure 100% accuracy.
**User experience is now hygiene. **Users expect intuitive design, simple configuration, and fast onboarding no matter who they are.
**AI has become infrastructure. **The most useful deployments seem to sit inside reconciliation, tagging, and workflow automation.
**Implementation is the battleground. **Platforms win by showing their product in action quickly — not by only showing polished demos.
**Software is becoming a service. **Hybrid models that include services or financial-ops and backoffice support have become core differentiators.
Signals of a maturing market
This year’s research shows that integration is no longer a technical exercise but a governance question. Data ownership, compliance alignment and evidence of control are influencing software choices as much as functionality. Offices want systems that can withstand turnover, audits and regulatory scrutiny while still being simple enough for daily use.
At the same time, the market itself is consolidating. Vendors now compete on performance metrics — data quality, reconciliation accuracy, and uptime. Many are expanding horizontally into multi-module ecosystems, while others focus narrowly on private markets or automation layers that plug into broader stacks. The discussion between all-in-one platforms and modular interoperability remains dynamic.
Looking ahead
The next stage of evolution will center on interoperability and explainable AI. Family offices will demand transparency and ownership — not only from their data but from the algorithms that process it. Proof of accuracy, permissioned access, and audit trails will define credibility.
Well-funded platforms are accelerating feature releases and deep integrations, while younger entrants offer leaner, more open architectures that prioritize agility and customer focus. The first signs of data-first approaches such as data lakes — built to plug into other systems — are emerging, signaling the start of genuine interoperability across stacks.
Amid a wave of “AI-native” claims, due diligence is becoming essential. Not all AI is equal: security, data governance, and provenance matter as much as innovation.
The 2025 Family Office Technology Landscape
The landscape of solutions spans the full technology stack, from data aggregation and accounting to private markets operations and governance platforms. Each category represents a capability that family offices now view as essential infrastructure rather than optional tools.
Data Consolidation & Wealth Reporting
A Swiss platform focused on clarity, simplicity, and privacy. Altoo provides consolidated portfolio and document visibility across asset classes with an emphasis on data accuracy and secure architecture. HNWI and families use it to visualize total wealth, compare performance across entities, and maintain control through intuitive dashboards. Hosted in Switzerland, it appeals to data-sensitive clients who prioritize transparency and security.
A comprehensive platform for modern family offices to track and monitor both private and liquid assets. It automates data aggregation, delivers performance insights, and provides on-demand reporting via web and mobile. With ISO 27001-certified security, Asora ensures data privacy and controlled access for principals and advisors across all entities.
A platform for managing private assets, from cap tables to capital calls. Its AI-powered Mantle Portal is built for Limited Partners to oversee private and public fund investments end-to-end, unifying document collection, data extraction, analytics, and reporting in one secure cloud environment, reducing manual work and eliminating data silos across portals, emails, and spreadsheets.
A platform offering consolidated reporting and document collaboration for family offices. It simplifies complex data flows between custodians and advisors, delivering structured reports, secure access, and reduced administrative overhead. Designed with privacy, compliance, and scalability in mind, MyFO supports offices seeking infrastructure that meets institutional standards.
A digital wealth platform that consolidates public and private investments into one AI-powered platform for family offices and high-net-worth investors. It unifies a multi-asset portfolio into one living balance sheet, automates data ingestion and validation, replacing manual spreadsheets with real-time portfolio visibility and insights with simplicity a key pillar.
1fs Wealth
UK-based fintech platform offering an all-in-one wealth-intelligence system for family offices and high-net-worth individuals. It enables asset consolidation, ownership-mapping, risk analytics and real-time visibility across portfolios and trusts.
**Jay Solutions **
Nordic technology provider whose J-Ray platform consolidates liquid and illiquid assets into one unified view. Users can access positions, allocations and returns across custodians and private investments, with dashboards tailored for family offices and wealth managers.
Wealth Management Software
A digital wealth planning platform built for family offices and private banks. It centralizes comprehensive wealth data, streamlines planning workflows, and enhances collaboration. With advanced tools for data visualization, reporting, and estate planning, Abbove empowers professionals to deliver personalized, long-term advisory services to private clients and their families.
A next-generation wealth management platform for forward-thinking family offices, uniting public, private, and alternative assets in an intuitive interface designed for fast adoption. With an open, API-first architecture and AI-powered design, Aleta supports complex portfolios and multi-generational needs. Aleta is SOC 2 certified, ensuring the highest standards of data security and trust. Built for scale and simplicity, Aleta transforms how family offices see, manage, and grow their wealth.
Nordic solution uniting consolidation, reporting, and entity-level insights. Alwy helps offices replace spreadsheets with dynamic, real-time dashboards that clarify ownership structures and cash flows. Its multi-currency capabilities and mobile interface make it well-suited to smaller SFOs and regional MFOs prioritising usability and fast onboarding.
A financial operating system that combines general-ledger accounting and performance reporting in one platform. It supports complex multi-entity structures with partnership look-through and automated data aggregation across asset classes, currencies and custodians. UHNW individuals, family offices, and the professionals who serve them, aggregating data across asset classes, currencies, advisors, and geographies to provide deep insights into a family’s net worth.
A unified wealth-management platform developed by Advyzon that combines consolidated reporting, entity management, and client-portal functionality within one environment. Designed for intuitive use and fast deployment, it offers configurable dashboards and workflow automation. Its scalability and dedicated support make it well-suited to family offices seeking a modern, advisor-friendly operating system.
Singapore-based aggregation platform that consolidates wealth data from banks, custodians, and financial institutions into a single reconciled view. It automates portfolio reporting and analytics, reducing manual data collection and tracking. With seamless connections across Asian and global institutions, Canopy delivers intuitive dashboards, performance metrics, and secure, tax-ready reporting for private banks, family offices and wealth owners.
A platform that unifies wealth data, analytics, and collaboration. Copia delivers multi-asset visibility, private market data capture, and dashboards for family principals. Its governed data model and narrative-ready reporting enable families to manage wealth with agentic due diligence, AI-powered data ingestion, capital call tracking, and entity-level wealth mapping.
A wealth-management monitoring platform built for precision, transparency, and control. It delivers cross-asset analytics, performance and risk measurement, and compliance monitoring with full data lineage. Beyond software, DAPM provides end-to-end aggregation, monitoring, and reporting—trusted by family offices and institutions for data security, quality, and fully customized analyst support.
Monaco-based wealth and accounting solution built on Microsoft Dynamics 365. Elysys supports front-to-back portfolio management, performance, and multi-entity accounting in one governed environment. Offices adopt it for Dynamics-native controls, multi-currency, and private-assets handling aligned with European data-residency expectations. It suits regulated entities and large MFOs seeking an integrated PMS/ledger architecture with process controls and auditability.
Extending the family-office operating system to include investment data, the AtlasFive platform connects positions and performance directly to the accounting ledger. This integration creates a single source of truth where transactions, allocations and capital accounts reconcile automatically. It is used by complex, multi-entity families seeking governance and PMS outputs in one environment.
A European wealth-tech provider offering an integrated platform for wealth and asset management. It supports family offices, private banks, asset managers, and financial advisors with modular software, AI automation, and compliant digital tools that improve transparency, efficiency, and collaboration across investment management and client advisory processes.
A European wealth-data infrastructure company that automates aggregation and enrichment across more than 450 global custodians. Its modular platform standardizes bankable and non-bankable data into actionable intelligence, enabling banks, family offices and asset managers to deliver faster, more consistent reporting and advisory services through secure, scalable data pipelines.
The creator of the Sesame One platform, which unites portfolio aggregation, analytics and cash flow tracking with configurable reporting. Its strength lies in custodian connectivity and multi-asset data depth. Family offices use Sesame One for on-demand and periodic reporting to monitor consolidated exposure across bankable and non-bankable assets.
Global wealth-management platform combining data aggregation, analytics, and AI-driven insights. Masttro integrates document governance and privacy controls into its architecture, enabling real-time visibility for families with diversified portfolios. Its AI features enhance narrative reporting and exception handling, aligning with growing demand for “data-to-decision” capabilities.
A wealth-management platform that aggregates, validates and enriches financial data across asset classes. It provides intuitive use and clear presentation, offering advanced analytics and flexible multi-entity reporting within a compliant, European-hosted environment. It is used by family offices seeking transparency, control and confidentiality over their consolidated data.
Addepar
US-based institutional reporting and analytics platform consolidating data from custodians, fund administrators, and direct investments. Addepar provides custom performance reporting, scenario analysis, and portfolio insights. It is widely adopted by multi-entity family offices that require audit-grade analytics and robust API integration within existing accounting systems.
**Performativ **
Nordic SaaS reporting and analytics platform that consolidates holdings from banks, funds and private-markets into a unified dashboard. Its target audience includes family offices and wealth managers seeking consolidated reporting and simplified system architecture.
Qplix
German SaaS built for multi-asset portfolios. Qplix combines positions, transactions, performance, and risk into a single data model, handling public and private assets. Commonly paired with reporting or accounting systems when offices want granular analytics, look-through, and efficient multi-entity oversight within one operational environment.
Sharpfin
Swedish wealth-management software suite built for single- and multi-family offices. Sharpfin offers portfolio management, reporting and compliance modules in a cloud environment, supporting unlisted assets and audit-trail workflows. It is positioned as a system for smaller offices seeking integrated front- and back-office capability.
Sofistic AI
An AI-native wealth-management platform built for family offices and advisors, it consolidates client data across CRMs, custodians and planning tools into an intuitive dashboard. It offers 360° portfolio visibility, cash flow forecasting, scenario simulation and real-time insights, enabling teams to automate reporting and elevate client relationships with AI-driven intelligence.
Portfolio Management Systems
Pan-European wealth management platform that combines portfolio oversight with order management, market data, analytics, and risk. Family offices choose Infront as an all-in-one desktop for monitoring complex portfolios and execution, with built-in reporting. Broad market connectivity and embedded compliance tools make it a pragmatic front-office hub for teams trading across multiple venues and asset classes.
A global data infrastructure company delivering quality, AI-ready portfolio data at scale to wealth managers and family offices. Its WealthArc Data Box data feed grid connects, through an API framework, to the global custodians and data sources for automated aggregation, cleaning, reconciliation and validation, while its WealthArc PMS module provides intuitive front-to-back cloud-native portfolio management and reporting within a unified, secure environment.
Integrated multi-currency front-, middle- and back-office PMS with shadow fund-accounting capability for Asia. It streamlines multi-asset accounting, performance measurement, reconciliation, trade-order management and reporting across managed accounts and fund structures, providing a unified operational view for investment teams across currencies and asset classes.
Swiss PMS for discretionary management and compliance. Wize focuses on speed and day-to-day portfolio workflows: order routing, positions, risk, and performance in one interface. It connects directly to custodians and supports rule-based checks for compliance and monitoring. Family offices use it where lean teams need a responsive OMS/PMS without heavy IT lift, and where clean execution and controlled reporting matter more than broad enterprise modules.
Aladdin (BlackRock)
BlackRock’s investment-technology platform combining portfolio management, trading, risk analytics and execution support. It is adopted by large family offices and institutions needing multi-asset modeling and attribution across public and private markets. While implementation is significant, its depth and controls provide support and analytics for complex portfolios.
Archway
An all-in-one platform for accounting, investment management, and reporting designed for ultra-high-net-worth families and family offices. Built around a core general ledger with configurable sub-ledgers, it supports complex entity structures and multi-asset portfolios. Archway unifies partnership and portfolio accounting, bill payment, and performance reporting within a single, automated environment.
Envestnet
A US-based wealth-platform combining portfolio-management, client-portal and financial-planning modules. It supports family offices and advisors seeking scalable oversight across multiple entities. Envestnet’s APIs enable data integration with accounting and reporting systems, making it a flexible front-office component in larger technology stacks.
FA Solutions
A cloud-native wealth-management system, offering front-to-back PMS, portfolio accounting, multi-currency support and API connectors. It serves family offices, private banks and asset managers in the Nordic region and beyond. The modular system integrates with existing CRMs and accounting solutions while enabling data consolidation, reporting and workflow automation.
**KeeSystem **
Swiss and Monaco-based vendor providing KeeSense, a platform aimed at single- and multi-family offices. It covers portfolio management, CRM, compliance workflows and document handling in one suite. Designed for wealth-holding structures, the tool supports dashboards and automation for families and trustees.
SS&C Black Diamond
A cloud-based portfolio-management and reporting platform serving family offices, asset managers, wealth managers and advisors. It supports performance reporting, alternatives data, client portals and trust-reporting workflows, with API integrations and outsourced service support.
Accounting Software (for Family Offices)
A purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded in 2023 by financial-technology professionals, it replaces spreadsheets and legacy systems with integrated multi-entity accounting, dimensional reporting, and data governance. Asseta AI enables family offices to operate efficiently, securely, and insightfully amid digital transformation and generational wealth transfer.
Accounting and analytics on a single database with partnership accounting depth. FundCount brings transaction-level accuracy to performance and capital accounts, producing reconciled consolidations for complex structures. Used by hedge funds and offices with PE/RE holdings that need integrated GL and granular audit trails in one system of record.
Cloud accounting platform for multi-entity consolidation, dimensional reporting and automated allocations. Family offices use Intacct for reliability, GAAP/IFRS alignment and integration with reporting stacks. It serves as a practical core ledger for mid-market teams replacing desktop systems or spreadsheets while improving transparency and control.
An accounting platform purpose-built for family offices and designed for simplicity. With a few clicks consolidates multi-entity financials, automates journal entries and intercompany eliminations, and produces family office–specific reports. With native integrations to Addepar and Bill.com, it streamlines consolidation, improves data accuracy, and reduces manual workloads for accountants, controllers, and CFOs.
NetSuite
Oracle’s cloud ERP platform used by larger family offices for multi-entity accounting, inter-company consolidation and financial control. Implemented via partners and integrated with reporting tools, it supports multi-currency operations and audit requirements. Offices typically extend it with custom modules for investment tracking and fund reporting.
SoftLedger
A cloud accounting platform built for multi-entity, multi-currency and digital-asset finance. It offers real-time consolidation, a full general ledger, and APIs for integration with banks, payment systems and investment data. Family offices and investment businesses use it to streamline monthly closes, manage inter-company eliminations and centralize financial reporting.
Data Aggregation and Warehousing
AltExchange
An aggregator and automator of alternative-investment data for advisors and asset managers. Its technology converts unstructured documents and multi-format data feeds into structured insights for portfolio reporting and tax workflows; the firm was acquired by iCapital to enhance its data-management capabilities.
Automated Data (ADI)
An AI platform that builds a “digital twin” of the family office by unifying structured and unstructured data. It automates document extraction, reconciles records, and supports agent-assisted workflows in privacy-sensitive environments. Offices adopt it for local AI processing, anomaly detection and faster close cycles without public-cloud exposure.
Collation AI
Tech that automates extraction and normalization of data from documents, portals and spreadsheets — including K-1s, capital calls and investment reports. It turns trapped data into curated datasets, powering downstream reporting stacks with cleaner inputs and audit-ready lineage. Family offices and advisors use it to shorten cycle time, improve accuracy and create one centralized data warehouse.
Opto Investments
An end-to-end private-markets platform enabling wealth managers, family offices and private banks to build, fundraise for and manage bespoke fund vehicles. The platform integrates with major custodians and reporting tools, supports AI-powered workflows, and aims to simplify direct and fund investments across multiple asset classes.
PCR (Private Client Resources)
PCR provides institutional-grade data aggregation and reconciliation for family offices and wealth managers. It consolidates custodial, banking and alternatives data into validated, audit-ready feeds for downstream systems.
Point
A data-infrastructure platform that provides clean ingestion pipelines, observability and real-time validation. Investment Data Intelligence (IDI) is designed for large family offices, multi-family offices and asset managers. Its platform aggregates, analyzes, and shares data across asset classes, providing a single source of truth for decision-making. The system helps family offices streamline data management, automate reporting, and enhance client engagement through real-time analytics and integrated solutions.
**Pretim **
A new company offering wealth-data automation services, delivering aggregation, normalization and reconciliation of disparate data sources for middle- and back-offices. Its platform supports wealth managers in aligning data across systems and enhancing operational efficiency via automated workflows.
Tech-Enabled Outsourced Service Solutions
Tech-enabled reporting-as-a-service blending automation with expert oversight. Delivers reconciled monthly/quarterly packs, cash flow analytics, and governance artifacts. Selected by teams that want institutional-quality outputs without expanding staff, and a focus on “defensible numbers over dashboards.”
Hemonto** **
Providing consolidated reporting across all asset classes, including private markets and collectibles. Its intuitive desktop and mobile platforms are backed by dedicated data-management teams ensuring accuracy and quality assurance. Family offices use Hemonto for tailored reporting, peer-group insights, and decision-ready transparency across complex, multi-bank portfolios.
Global fiduciary and administration group integrating human expertise with its Cosmos technology platform. IQ-EQ consolidates entity, accounting and investment data to deliver governance-grade reporting. It is used by cross-border family offices seeking regulated oversight, transparent workflows and digital visibility within one unified, compliance-ready environment.
Northern Trust Family Office Technology
Institutional PMS adapted for family offices, supported by Northern Trust’s dedicated service teams. The platform links execution, analytics, partnership accounting and tax workflows, integrating directly with custody and document infrastructure to create a unified operating record. Offices adopt it to standardize processes end-to-end and deliver audit-ready reporting within an institutional governance framework.
Apex Group
A service supporting investment oversight through independent monitoring of custodians, reporting on asset safekeeping, reconciliations, and regulatory compliance. Delivered as part of Apex Invest’s advisory suite, it provides institutional-grade transparency and control for asset owners, family offices, and fiduciaries managing multi-bank or multi-jurisdictional portfolios.
Mirador (an iCapital company)
A technology-enabled provider of investment-data aggregation and consolidated reporting for family offices and wealth managers. The platform supports both traditional and alternative assets, automating data feeds, reconciliation and portfolio-level reporting. Now part of iCapital’s Data & Reporting Services, Mirador extends into an end-to-end data-management ecosystem.
Ocorian
A global provider of corporate, fund and private-client administration, offering tech-enabled operations, finance-as-a-service and back-office support across family office and wealth-holding structures. It serves private wealth, high-net-worth families and trustees, delivering customized workflows, entity administration and integrated operational services in multi-jurisdictional settings.
SS&C Family Office Services
Offering technology-powered outsourcing tailored to family offices. The platform supports portfolio and partnership accounting, tax-reporting, multi-currency ownership structures, and reconciled data workflows, all backed by a dedicated service team. Many offices use it to reduce operational complexity, integrate disparate systems and produce audit-ready output on an ongoing basis.
Operational & Governance Software
A residency-management and day-tracking platform that helps globally mobile individuals and family offices maintain tax compliance. It integrates with calendars and location data to automatically log travel, classify days by jurisdiction, and generate audit-ready reports, providing defensible digital records for advisors and principals managing complex residency obligations.
Providing family offices with a unified platform for governance, documentation, entity management, and asset oversight. Its secure, cloud-based solution with localized support centralizes information, safeguards data integrity, and ensures transparent, compliant, and efficient operations across boards, entities, and holdings — strengthening governance continuity and audit readiness.
Estate-management platform centralizing household operations, staff communications, vendor tasks, insurance records, and documentation. Family offices use it to manage multiple properties, create accountability and continuity, and professionalize domestic management with permissions and security aligned to office-level controls.
Private collaboration platform for governance, communication, and secure document exchange. It supports boards and shareholder groups with agendas, votes, tasks, and permissions designed for multi-generational families. Often deployed to formalize governance and create a durable institutional memory.
iPaladin
A digital-governance platform designed for family offices. It centralizes entity-structures, tasks, documents and approvals in one encrypted environment with a full audit trail. Offices use iPaladin to upgrade governance, automate operational workflows and provide a single, defensible record of actions and decisions.
LeafPlanner
A platform for family offices and UHNW families that centralizes key information, relationships and governance in one digital roadmap. It enables entity-structure mapping, document storage, and succession-planning workflows with audit trails and secure access. Offices use it to improve oversight and continuity across generations.
ORCA
A Swiss governance and compliance platform that automates entity-structure charts, legal/tax workflows and document storage in an encrypted environment. It is used by family offices, trust companies and advisors to visualize ownership networks, maintain audit-ready records and improve operational transparency across multi-jurisdictional structures.
Summitas
A secure engagement platform for family offices and wealth advisors that hosts branded portals for document sharing, dashboards and workflows. It aggregates data and communications from multiple sources into one interface and supports encrypted digital vaults, client-apps and collaboration. It is used by offices seeking a unified, secure online presence with managed support.
Way2B1
A US-based collaboration platform designed for families, family offices, and their trusted advisors. It offers secure messaging, file sharing, digital vaults for domains and assets, task/workflow management, including approvals and permissions tailored to family-office operations. The system centralizes communication, documentation, and service-team workflows in one secure hub, helping families and offices coordinate, track and manage complex lives with greater clarity and control.
Private Market Data and Investment Tools
Arch
A digital-administration platform for private investments that aggregates documents, communications and data from across fund managers, automates workflows (capital calls, distributions, tax-documents) and delivers standardized, reporting-ready data into downstream systems via APIs and open integrations. It is used by family offices and advisors to scale alternative-asset management and reduce manual operations.
Canoe Intelligence
A cloud-based platform that uses machine learning to automate the ingestion, categorization, and standardization of unstructured fund documents such as GP statements, capital calls, and quarterly reports. It delivers structured, validated data via APIs into reporting and analytics systems, improving accuracy and reducing manual processing for alternative-asset investors.
Clade
A secure, enterprise-ready AI platform built by investors for investors. It provides productivity tools for private market deal teams, enabling data sharing, workflow collaboration and memo generation. The system supports global connectivity across allocators and fund managers in asset-management networks.
Clockwork
A secure investment-operations and portfolio-monitoring platform tailored to private investors, family offices and advisors that centralizes alternative-asset holdings across direct, fund, real-estate, syndicate and other vehicles; offers dashboards, custom metrics (including IRR/TWR), transaction data, pipeline/opportunity tracking and document storage.
**eFront (BlackRock) **
An institutional-grade platform for managing private market investments across private equity, real estate, and venture capital. It spans fund administration, performance analytics, and risk management, offering integrated workflows, compliance, and auditability. Large family offices use eFront for enterprise-level control, transparency, and alignment with institutional reporting standards.
MSCI Private Assets
A platform providing analytics for private-market performance, benchmarking, and risk assessment across private equity, venture, and real assets. Now incorporating Burgiss and Caissa, it enables investors to quantify exposures, evaluate portfolio drivers, and compare results to public and private benchmarks, often integrated with reporting stacks for investment committees.
Royc
A digital platform and operating system built for private markets: it supports investors, family offices, advisors, and managers by automating workflows from onboarding, capital calls and distributions through to reporting and investor engagement. Its cloud-native architecture enables full lifecycle management across private-wealth and institutional fund structures.
Seraf
A portfolio-management platform tailored for angel investors, early-stage funds and smaller direct-investment books. It offers workflow, document-storage, valuation tracking and report-generation tools that help these investors track investment performance, streamline operations and apply more professional processes to their portfolios.
Tamarix
Tamarix is a data-automation platform built for private market investors and allocators. It automates ingestion of GP documents, extraction and validation of data, normalizes information for reporting, and delivers a single source of truth via dashboards or API feeds. The system supports diligence, portfolio monitoring and reporting workflows for LPs and family offices.
Velvet
An AI “digital analyst” platform for private markets (including family offices) that aggregates unstructured deal and organizational data (emails, decks, spreadsheets) into a searchable knowledge base, automates diligence workflows and supports investment-decision processes.
Fees Insights and Controlling
A fee-analysis and transparency platform that reconciles disclosed fees against actual cash flows to identify hidden charges and retrocessions. Its dashboards quantify expense leakage, highlight discrepancies, and support renegotiations with service providers, offering CFOs and trustees a clear, data-driven view of true investment and operational costs.
Impact & Sustainability
A software that enables family offices and wealth managers to deliver investment impact reports to clients and stakeholders. The reports are relevant and trustworthy providing clear insights and nuance across impact, ESG and impact stories. Advisors get tools in the dashboard that guide action. The solution is customizable and white-labeled.
Matter (now part of Diginex)
A sustainability-data platform providing ESG, SDG, and impact analytics for investors, asset managers, and family offices. It aggregates and standardizes sustainability data across public and private companies, enabling portfolio screening, benchmarking, and reporting. Following its acquisition by Diginex, Matter’s capabilities are integrated into broader ESG and impact-reporting solutions.
Proof
A sustainability-data platform that streamlines ESG and impact-data collection, benchmarking and tracking across portfolios. It is designed to align investments with impact themes, automate reporting workflows and integrate with standard frameworks. Deployment by family offices and wealth-owners is suggested but full usage details remain to be confirmed.
Customized Solutions
A technology development partner for family offices and wealth firms, PetakSys builds bespoke software stacks and automations that integrate accounting, reporting and governance systems. Its services include custom data-integration, workflow logic, and report-generation tailored to each office’s architecture, reducing manual steps and enabling scalable operations.
Risclarity
This works as a custom integration and reporting partner for family offices. It connects data from custodians and tools like Addepar or CRM systems, reconciles it, and builds tailored dashboards or reports. Rather than offering a standalone PMS, it fills gaps between systems, reducing manual data handling and supporting operational workflows through bespoke solutions.
Fund Management
An AI-enabled platform for fund-creation and management, featuring an integrated app marketplace built for venture vehicles and family offices. The system automates legal-document generation, fund structuring, and investor-onboarding workflows, while offering deal-flow sourcing, portfolio analytics, and real-time reporting — helping firms launch compliant vehicles and manage innovation-led portfolios at scale.
Fundcraft
A digital fund-operations platform that centralizes fund administration, compliance, reporting and back-office functions in one unified system serving private-equity, venture-capital and funds-of-funds managers. It enables investor-reporting, regulatory workflows and capital-call/distribution monitoring, making it an option for EU-regulated fund structures.
CRM for FOs
Attio
A modern CRM platform built around a flexible relational data model, Attio enables users to create and connect custom objects such as people, companies and deals. It supports sales pipeline management, workflow automation and seamless integrations with email, calendar and data systems — ideal for teams prioritizing structure, velocity and data-driven process.
Affinity
A CRM platform deal-driven teams that captures email, calendar and communication data to automatically map networks, score relationship strength, and surface the best warm introductions. With integrations into tools like Outlook, Chrome and Slack, it embeds relationship intelligence into workflows to support deal sourcing and network-based decision-making.
The Road Ahead
Family offices are no longer experimenting with technology; they are actively searching for the right tools and implementing them. The focus has shifted from simply asking peers what they use to truly understanding requirements and possible solutions, measured not only by features but also by trust, integration, and long-term value. As AI and data infrastructure continue to evolve, the most successful offices will be those that treat technology not as an upgrade, but as a fundamental operating factor.