IT Services and Solutions for Family Offices

Software that automates financial modeling and long-term outcome assessment across tailored cash flow, estate, investment, ownership transfer, and tax scenarios. Family officers can also model the impact of regulatory and market events.

Software used to automatically aggregate wealth data across multiple custodians, reconcile holdings, and evaluate the performance of UHNWs’ complex asset structures. It can provide analytics-supported deal sourcing and portfolio optimization.

Software aimed to automate the servicing of UHNWs’ banking relationships, including transaction monitoring, cash reconciliation, and document management across domestic and foreign bank accounts.

Solutions meant to automate investment research, deal due diligence workflows, order management, and investment performance analytics. They are used by family offices responsible for UHNWs’ investment activities.

Software that automates cross-generation inheritance modeling, succession strategy planning, and transfer of wealth (private property, business assets, etc.). It can support automated trust governance.

Solutions that support data-driven search of compliant and tax-efficient philanthropic opportunities. They automate donation scheduling, charitable fund distribution and tracking, and impact reporting.

Software used to consolidate tax-relevant wealth data, automate calculations for estimated liabilities, generate regulatory-ready tax filings, and identify opportunities for tax optimization across jurisdictions.

Solutions that automate asset performance tracking and fund accounting for family offices managing UHNWs’ pooled alternative investments and fund structures (e.g., private equity or venture capital funds).

Software that offers automated rental income forecasting, lease tracking, property-level accounting, and maintenance scheduling for family offices administering UHNWs’ residential and commercial real estate.

Solutions meant to automate the handling of UHNW clients’ personal affairs, such as planning travel logistics, scheduling events, managing art collections, hiring domestic staff, and organizing personal security.

A centralized digital workspace to manage interactions with UHNW families, process and store wealth management documents, and track family financial goals, deal flows, portfolio performance, and service fees.

Software that automates the creation and distribution of client reports (consolidated cash flow reports, portfolio performance snapshots, asset transfer plans, fee summaries, region-compliant tax forms, etc.).

Solutions that automate the aggregation, orchestration, quality assurance, enrichment, and maintenance of disparate data relevant to private wealth management activities.

Solutions that let family offices automate the calculation, forecasting, and reporting of chosen metrics across sales, finance, client experience, and risk management areas.

Specialized tools that automate wealth data encryption, access control, user behavior analytics, and suspicious activity detection to protect sensitive financial and personal information managed by family offices.

Software used for real-time monitoring of the wealth operations’ compliance with the family office’s internal policies and required legal frameworks, including local regulations (e.g., SEC for the US, SAMA for the KSA).

Solutions that apply advanced machine learning (ML) algorithms for high-precision diagnostic and predictive analytics. They can include intelligent prescriptive analytics for AI-assisted wealth planning and optimization.

Solutions that leverage large language models (LLMs) to capture massive volumes of financial data, retrieve and summarize insights relevant to the user’s query, and present them in a requested report format.

Software that relies on intelligent image analysis and robotic process automation (RPA) to automatically extract, reconcile, and structure data from multi-format wealth management documents.

Smart chatbots that can instantly process textual and voice inquiries of the family office professionals and communicate the requested information in regular human language.