![]() It can be deployed as a hosted solution or installed system at your family office premises.Īltareturn is a U.S facing fully integrated accounting, monitoring and reporting platform that also boasts CRM and business intelligence capabilities. This powerful software solution enables the secure aggregation, tracking and management of investment details across your business. Offering optimal support of both internal and external roles in asset management, QPLIX delivers precise results in the challenging and ever-evolving business environment.įundCount makes complex accounting and reporting fast and straightforward. It can also handle complex legal entity structures. The software is designed to manage a full complement of asset classes, providing a holistic view of the family office’s portfolio. QPLIX delivers next-generation SaaS solutions for consolidated reporting and wealth management for the family office. These include loan modules as well as real estate, fixed assets and company governance capabilities, providing a truly scalable and flexible end-to-end family office software solution. Built on Microsoft Dynamics, Elysys Wealth offers a vast array of additional modules and functionalities that may be deployed on demand. It also allows for the management of investments in one place and facilitates better communication with stakeholders.Ī complete, flexible, all-in-one wealth management solution developed for single and multi-family offices. PandaCore technology allows for the handling of all asset classes and as new investment classes emerge, they’re added to the system.Īddepar is a cloud-based solution designed to assist family offices in centralizing financial information by streamlining and optimizing operations across data aggregation, analysis and reporting functions. PandaConnect for single and multi-family offices offers complete data aggregation, calculation and consolidation across banks, custodians, currencies and managers. Offering both a customer portal and app, family offices always have quick and easy access to information and insights, affording greater control. Using transactions rather than holdings, they are also able to identify transactional errors from banks. Hemonto provides data-driven, consolidated reporting across all asset classes. Some options available to family offices include: As such, software solutions in this area have experienced exponential growth. The demand for consolidated accounting, reporting and wealth management solutions as part of a user-friendly digital workplace has been a growing demand among single and multi-family offices for several years. The platform facilitates network expansion and relationship management, allowing users to organize their investor lists, notes, interactions and activities beside the platform’s dynamic data set.Īccounting, Consolidated Reporting & Wealth Management Software ![]() If the family office is interested, they can indicate the size of their potential investment and notify CapRaise that they’d like to proceed to the due diligence phase.Īs co-investments grow in popularity, FINTRX enables family offices to source distinct opportunities in this space. ![]() The office is informed when a deal matching their criteria is available and anonymous access to high-level information about the identified opportunity is provided. The platform enables family offices to set their investment criteria. The CapRaise platform matches family office capital to curated investment opportunities. This offering has a minimum deal size of €250,000 and allows family offices direct investment opportunities without the exorbitant fees that investment advisors or private equity firms command. BrickVest Select, an “invitation-only” club, provides a tailored service platform.
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