It enables family offices to manage complex financial structures efficiently, reducing operational overheads. PCR is a leading provider of data aggregation services for family offices, offering solutions that consolidate complex asset data from various sources. Its platform simplifies the management of alternative investments and illiquid assets, enabling better oversight and more accurate reporting. Northern Trust’s Global Family Office Technology offers a comprehensive platform tailored to the needs of family enterprises and offices, combining decades of experience with technology. The solution consolidates all data into one system, providing tools for partnership accounting, tax management, data visualisation, performance tracking, and integrated general ledger functions.
Expanded Features
Our highly automated system reduces manual work and errors, freeing your team how to reduce overhead costs for small businesses 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. At Eton Solutions, we’re transforming the family office of today, and reimagining the family office of tomorrow.
Clients
The platform offers a range of analytics tools to track asset performance and optimise portfolio strategies, enhancing operational efficiency. ORCA provides family offices with an advanced platform for managing tax, legal, and compliance workflows, complementing their existing accounting and reporting solutions. It offers automated structure chart creation, legal entity management, and regulatory reporting features, all designed to simplify the everyday tasks. Asora provides a SaaS platform for family offices, focusing on tracking private and liquid assets through automated data capture and reporting. It consolidates all financial data into a single dashboard, improving operational efficiency and reducing the need for manual data entry. AgilLink, part of the Datafaction platform by City National Bank, provides accounting and bill payment software tailored to family offices and high-net-worth clients.
Connect your bank and investment accounts
In Simple’s latest family office software and technology review, it’s easy to see the trajectory of this landscape. One where service providers are responding to the needs of family offices, but in some cases are even helping them identify their needs. No wonder that 73% of software providers surveyed stated they’ve hired more employees in the last year, with 40% establishing a presence in new regions, an expansion aimed to better meet the demanding needs of a growing family office market. This is especially true of software solutions as systems have varying degrees of customization for regional settings.
Artificial intelligence (AI) is revolutionizing family office obsolete inventory operations by bringing new efficiencies and insights to wealth management. Its use has expanded beyond data analytics and automation to include portfolio management and investment decision-making. According to a survey, 100% of tech providers either currently use AI or plan to use it soon. Family offices are using AI to analyze large amounts of data, automate repetitive tasks, and aid in risk management through predictive models.
Asora integrates with 10,000+ financial institutions
- This tied in with the number of firms in the process of expanding their service offering and updating their existing platforms to increase functionality, which was at 76%.
- Over the last two years, we have become more reliable than ever before on technology to run our business operations and organise our daily lives.
- Starting with a clear purpose, we help plan for continued family involvement over the coming generations and build solid, innovative businesses.
- Ledgex offers a powerful wealth management platform for family offices, focusing on portfolio management, reporting, and decision-making tools.
- Eton also integrates services like bill pay, tax preparation, and document management, offering real-time visibility into total family wealth.
It enables users to organise estate operations, assets, and vendor relationships in one centralised system, improving operational efficiency and collaboration across teams responsible for high-net-worth assets. Proof offers a platform designed for ESG data collection and reporting, nonprofit board president responsibilities enabling family offices to develop sustainability strategies. The platform provides real-time analytics and helps track the impact of investments, supporting family offices in meeting their ESG objectives. Our 2FA for web app access ensures seamless and secure management of family office operations.
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. Kiski offers an integrated portfolio analytics and risk management platform, designed to help family offices manage wealth efficiently.