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Single Family Office

Unleash the power of our comprehensive investment accounting solution

Take full control with our comprehensive all-in-one solution for single family offices to consolidate, monitor, and report investment information across family entities:

  • Handle any asset class in one system and customize workflows to fit your operations.
  • Automate data feeds from custodians, brokers, banks, and alternative managers.
  • Slash reconciliation time by over 98% compared to manual processes.
  • Access full financials 24/7 and effortlessly manage personal, alternative, and market assets in a single system.
  • Automatically receive data from custodians, brokers, banks, and alternative managers.
  • Complete reconciliations in a fraction of the time required for manual processes and generate complete financial statements with ease.
Starting from $22,060 / Year
(Digital transformation and hosting fees apply)

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