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We use cookies to make sure that our website works correctly and that you have the best experience possible. We also use cookies for some basic analytics, to help us improve the site. More info >
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YES, I WANT TO BOOK MY DEMO TODAY!
Find out how our family office system will make looking after all your assets under management simple without compromising on functionality.
Book Your Software Demo Today
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Built in dashboards and alerts make it simple to see all the investments and assets you manage globally or for specific family member groups.
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Book your demo today of our advanced family office software to future-proof your family office services.
Improve Services
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Improve communication with intermediaries using the extensive CRM of entity relationships with built-in organisational charts and comprehensive admin records for trusts, companies, individuals, FICs and more.
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Stay Compliant
Capture and report on compliance data required for your global AML obligations under DAC6 and the AEOI (FATCA/CRS) with the ability to export to XML in preparation for automated submission.
Save Time
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Automate many daily tasks including dividend batches, interest calculations and other repeating transactions along with the ability to automatically import banking transactions, price feeds, FX rates, and investment details.
Our platform is the most complete family office solution on the market capable of managing complex, multi-funded, multi-currency wealth structures.
Our software was built to manage wealth
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Macfarlanes
Piers Barclay
The software provided a new level of performance and functionality for trust accounting and asset management and reporting.
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Parish Group
Arran Grisley
The ability to tailor the system to our requirements and the openness in design to allow us to create a bespoke solution for our business and clients as they grow was one of the strongest selling points.
Find out why our software is trusted by top wealth management firms across the globe. Family Office reference sites can be provided on request after a suitable NDA is in place.
What others say
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thewealthworks
Isn't it time you took your family office systems to the next level?