SFOs, MFOs, CPAs & Business Management
Firms Serving the UHNW
Markets
Serving family offices and their trusted wealth custodians
Single-Family Offices
Single-Family Offices face a unique set of accounting and financial reporting challenges. Our integrated general leader and portfolio reporting software can help your office run smoothly and efficiently.
CPAs & Business
Management Firms
Accounting firms rely on accurate data for their reports. Our family office software integrates a general ledger optimized for multi-asset class, multi-currency portfolios with robust portfolio reporting.
Multi-Family Offices & Institutional Wealth Managers
As Institutional Investors & Multi-Family Offices, you need all the capabilities of a Single-Family Office across multiple clients. We provide quick, consolidated views across all the client entities with drill-down capabilities.