Choosing Single Family Office Software That Works for Your Family, Not Against It

14 Oct 2025

Why Talk About Single Family Office Software at All

Choosing single-family office software begins with a simple but critical question: Why do families need purpose-built tools instead of spreadsheets or generic wealth platforms?

The answer lies in the operator’s daily reality:

Privacy risks: Private data scattered across files and emails.
Accuracy gaps: Manual updates miss capital calls or delayed valuations.
Complexity limits: Assets held within multiple trusts, entities, and asset classes strain Excel’s capabilities.
Weak governance: Fragmented and inconsistent reporting erodes confidence in oversight.

Families do not invest in software for features. They adopt it because the cost of errors, privacy leaks, and weak governance is too high to ignore.

What Is Single Family Office Software

Single-family office software is a purpose-built platform that manages family wealth, private data, investment portfolios, and financial activities. It integrates family office general ledger accounting, consolidated reporting across multiple entities, and performance analysis across multiple asset classes.

Unlike basic portfolio tools, these platforms provide investment analytics, and automated data feeds from custodians and investment firms. This enables families to track private equity holdings, real estate, and alternative assets with precision, rather than relying on manual updates.

The right single–family office software is more than accounting. It is an integrated platform that creates trust in financial data and investment performance.

How Single Family Office Software Differs From Multi-Family Office Platforms

Multi-family offices are built for efficiency across several clients. They focus on standardised reporting, scalability, and broad service coverage. Single-family offices require the opposite:

Privacy and control: Sensitive data stays within one family’s environment.
Customised reporting: Each family member can view reports relevant to their role in governance.
Complexity management: From private assets to illiquid investments, data aggregation reflects the family’s unique portfolio.

By design, single-family office software supports succession planning and governance frameworks that multi-family offices cannot personalise at scale.

The distinction is not about features but about purpose. One family needs tools aligned to legacy and governance, not the efficiencies of shared service providers.

Who Uses Single Family Office Software

Single-family office software serves a wide range of stakeholders inside and around the family office:

Wealth owners who want seamless access to portfolio data and accurate performance reporting.
Business managers who oversee document management, compliance, and daily family office operations.
Family office professionals and investment managers who run investment data aggregation, asset allocation, and portfolio analysis.
Financial advisors who provide a strategy need reliable financial data.

Even high-net-worth individuals running smaller single-family offices benefit from software solutions that reduce manual data handling and strengthen reporting.

Criteria	Spreadsheets / Generic Wealth Tools	Single Family Office Software
Privacy	Limited controls, risk of shared files	Role-based access, audit trails, secure private data
Reporting	Manual, prone to error	Customised reporting for family members, accurate performance reporting
Data Aggregation	Manual data handling, inconsistent formats	Automated data feeds from custodians, investment firms, and asset managers
Complexity	Breaks down with complex wealth structures	Handles multiple trusts, entities, and alternative assets
Governance	No link to family governance or succession	Supports governance frameworks and generational planning
Continuity	Dependent on individual business managers	Captures workflows, reduces key-person risk

This is why talking about single-family office software matters. The right platform works for the family by safeguarding private data, producing accurate reports, and supporting governance. The wrong system, by contrast, works against the family by amplifying risks and eroding trust.

Why Families Need Purpose-Built Tools

Spreadsheets and generic tools cannot keep pace once a single-family office manages complex portfolios and governance obligations. Operators face privacy leaks, late reporting, and fragile models that collapse under pressure. Purpose-built software is not a luxury; it is the only defensible system for families where accuracy and continuity are non-negotiable.

Why Manual Data Handling Fails Single Family Offices

Manual spreadsheets expose families to errors in investment data, performance reporting, and multi-asset portfolios. Even small mistakes carry outsized risk because one family bears the full impact.

Accuracy: Errors multiply as data is copied between files.
Privacy: Sensitive wealth data is scattered without audit trails.
Oversight: Reports cannot withstand regulatory or governance review.

Manual processes may seem efficient, but they erode trust in financial data and weaken governance when families rely on them for too long.

How Private Assets And Illiquid Assets Create Complexity

Single-family offices often hold concentrated positions in private equity, real estate holdings, and alternative investments. These illiquid assets require careful tracking of valuations, distributions, and commitments.

Without specialized software solutions for investment data aggregation and portfolio analytics, family office professionals spend more time chasing data than making informed investment decisions. This slows down investment performance reviews and weakens decision-making.

Illiquid and private assets demand software that transforms scattered information into accurate, actionable insights.

When Spreadsheets No Longer Work For Family Wealth Management

Excel can manage wealth in the early years, but single-family offices quickly hit a wall. As portfolios expand, spreadsheets create blind spots that weaken oversight and governance. Family office management software replaces fragile files with a single record families can trust.

Where Spreadsheets Break

Complexity: Multiple trusts, entities, and asset classes stretch spreadsheets until errors inevitably creep in. Families end up with reports that never reconcile across entities. Late capital call notices and manual restatements create inconsistencies across periods, undermining confidence in the numbers.
Privacy: Private data is spread across unsecured files without audit trails. Sensitive wealth data leaks into emails and cannot be defended in an audit.
Continuity: Operations depend on one or two business managers holding critical knowledge. Turnover or absence means reporting stops, and memory gaps appear.
Compliance: Spreadsheets cannot create defensible records for regulatory reviews or tax audits. Tax audits expose inconsistencies that weaken credibility.
Reporting: Family members receive inconsistent updates, eroding trust in governance. Numbers change between reports, leading to disputes in meetings.

What Software Delivers Instead

Customised reporting: Parents track asset allocation, the next generation sees simplified dashboards to learn, and advisors review detailed portfolio analytics. Each view is built from the same data, avoiding conflicting versions.
Operational continuity: Workflows are captured in the system. Even if a business manager leaves or a transaction is back-dated, reporting continues without gaps or memory loss.
Regulatory readiness: Audit trails and compliance-grade records withstand tax audits and cross-border reviews. Families avoid last-minute reconciliations that undermine credibility.
Advisor enablement: Wealth managers and financial advisors rely on accurate feeds instead of fixing spreadsheets. Time shifts from reconciliations to investment strategy, governance, and client service.

The turning point comes when wealth structures outgrow spreadsheets and families can no longer rely on fragile models. Family office management software restores accuracy, preserves continuity, and ensures reporting stands up to both governance and regulatory review.

Manual Data Handling Vs Purpose-Built Software

Criteria	Manual Spreadsheets / Generic Tools	Single Family Office Software
Accuracy	Prone to errors and inconsistent formulas	Automated reconciliations and accurate reporting
Investment Data	Fragmented across custodians and emails	Investment data aggregation across asset classes and custodians
Complexity	Breaks under multi-asset portfolios and complex partnership structures	Handles trusts, entities, and complex wealth structures with ease
Privacy	Limited access controls; data often shared insecurely	Private data safeguarded with audit trails and role-based permissions
Performance Reporting	Manual updates delay insights and reviews	Real-time portfolio analytics and investment performance dashboards
Continuity	Dependent on one or two individuals	Captures workflows and reduces key-person risk

Purpose-built software transforms the way single-family offices operate. It eliminates errors, safeguards private data, manages illiquid assets, and ensures continuity. More importantly, it shifts focus away from chasing data toward making informed investment decisions. For families, this is the difference between systems that work against them and platforms that work for them.

Single-Family Offices vs Multi-Family Offices

The choice between a single-family office and a multi-family office defines how privacy, reporting, and governance are handled. It also determines what kind of software is required to manage family wealth.

Different Mandates And Governance Between Single And Multi-Family Offices

A single-family office serves one family. It aligns wealth management, governance, and succession planning with that family’s values and priorities. A multi-family office serves several families at once, relying on standardised processes to deliver efficiency and scale.

Therefore, the software requirements diverge:

Single-family offices need privacy controls, customised reporting, and governance tools that reflect one family’s values.
Multi-family offices need scalability, standardised templates, and efficiency across diverse clients.

Why Single Family Office Software Requirements Differ From Multi-Family Office Systems

Single-family office software must protect private data and provide customized reporting, particularly for portfolios that include private equity and alternative assets. Multi-family office systems prioritise scalability and uniform outputs across clients, but they cannot match the privacy or governance depth required by a single family.

Which means the software must support different priorities:

Single-family offices need integrated platforms for private equity, alternative investments, and consolidated reporting across complex wealth structures.
Multi-family offices need scalable systems that standardise reporting and deliver efficiency across multiple clients.

Comparison: Single Family Office Software Vs Multi Family Office Software

Criteria	Single Family Office Software	Multi-Family Office Software
Privacy & Control	High, with private data and family values protected	Shared systems, less granular privacy
Reporting	Customised reporting for family members	Standardised reports across clients
Investment Data	Focus on private assets and alternative investments	Broader aggregation across asset classes
Governance	Tailored to family dynamics and succession planning	More institutional and process-driven
Scalability	Depth over breadth, built for one family	Breadth over depth, optimised for multiple families

Core Features of Single Family Office Software

Single-family office software is not judged by how many features it lists, but by whether it solves the problems that families cannot afford to ignore. Accuracy, control, compliance, and continuity are the standards against which every platform is measured.

Family Office Accounting Software And Management Tools

Accounting software for single-family offices consolidates ledgers, entities, and complex partnership structures into one system. Without it, errors multiply across spreadsheets, distorting performance reporting and weakening compliance.

Accuracy: Every entry ties back to a single ledger, improving trust in financial data.
Compliance: Tax filings and audits rely on consistent, defensible records.
Continuity: Teams avoid dependency on individual memory or siloed files.

A sound accounting backbone is not only a matter of operational hygiene; it is the control point that preserves credibility in both reporting and governance.

Investment Data Aggregation Across Asset Classes

Automated aggregation connects custodians, investment companies, and asset managers into a single reporting platform. Single-family offices often hold private equity, real estate, and alternative investments that do not flow easily into spreadsheets. Without automation, professionals spend time hunting for data rather than making decisions.

Consolidation: All holdings, public and private, sit in one view.
Transparency: No asset class is hidden or under-reported.
Timeliness: Data arrives faster, enabling genuine investment analytics.

When data aggregation works, families shift from reconciling transactions to evaluating opportunities. It turns information from a liability into an advantage.

Document Management And Compliance Functionality

Centralised document management ensures contracts, partnership agreements, and filings remain secure and searchable. Role-based access controls protect private data, while audit trails provide clear accountability.

Security: Sensitive records remain protected from leaks or loss.
Efficiency: Files can be retrieved instantly rather than searched across silos.
Audit readiness: Families face regulatory reviews with confidence.

What looks like an administrative detail is in fact a risk buffer. Strong document management removes doubt during audits and preserves trust in the family office’s ability to manage wealth responsibly.

Governance And Succession Planning Modules

An intelligent family office suite extends beyond reporting. It embeds governance structures and succession planning into daily operations. Families utilize these modules to define decision-making rights, educate the next generation, and align their investment strategy with family values.

Governance: Decision-making becomes transparent and consistent.
Succession: Heirs learn to oversee assets before they inherit control.
Continuity: Family values remain present in wealth management across generations.

Governance tools prevent wealth from becoming fragmented as generations expand. By linking family values with investment oversight, the software secures both assets and legacy.

The core features of single-family office software solve problems that spreadsheets and generic wealth platforms cannot. Accounting ensures accuracy, aggregation eliminates blind spots, document management safeguards compliance, and governance keeps wealth aligned with family values. Together, these tools create a system of record and a system of continuity, one that works for the family and not against it.

Investment Management Requirements

For a single-family office, investment management is not about chasing benchmarks.

It is about ensuring that every investment, whether liquid or illiquid, is measured, reported, and aligned with family goals. Software becomes essential because private equity, alternative assets, and complex allocations cannot be tracked reliably with spreadsheets.

How Family Offices Track Private Equity Holdings

Private equity is central to many single-family office portfolios. Commitments, distributions, and valuations must be tracked with accuracy. Excel can record commitments, but it breaks when capital call notices arrive late or when valuations are revised weeks after the close.

When updates arrive, spreadsheets often necessitate restatements of past reports. This creates moving targets for wealth owners, who lose confidence when last quarter’s numbers suddenly change. Family office software prevents this by locking historical reports and layering adjustments transparently, so performance history remains credible.

Stable reporting is as important as accurate reporting. Families cannot govern confidently when numbers keep shifting.

Supporting Alternative Investments And Private Assets

Single-family offices often allocate to hedge funds, venture capital, real estate holdings, and other illiquid assets. These assets are complex and reported on irregular schedules. Without purpose-built tools, business managers spend hours consolidating mismatched formats and chasing data across emails.

Family office software integrates alternative investments into the same reporting platform as public assets. Performance is measured consistently, liquidity is monitored, and governance conversations include the entire portfolio.

Alternative investments only add value when they are visible in context. Software turns scattered statements into a coherent portfolio view.

Asset Allocation And Portfolio Management In One Family Office

Families must balance liquidity, growth, and legacy planning across multiple asset classes. In spreadsheets, allocations are fragmented and often outdated by the time they reach decision-makers.

With software, asset allocation is tracked continuously. Families see exposures across equities, bonds, private equity, and real estate in one consolidated view. Portfolio analytics flag risks, highlight concentration, and support informed rebalancing.

Allocation discipline cannot be quarterly. With integrated software, it becomes continuous and forward-looking.

Integrating Advisors, Asset Managers, And Reporting Platforms

Most single-family offices work with external advisors, asset managers, and investment firms. Without integration, each party works from its own version of the truth, and the family office spends time reconciling the differences.

Software integrates these stakeholders into one platform. Advisors, managers, and business managers all view the same consolidated reports. Automated feeds replace manual reconciliations, and families retain control over data while benefiting from professional expertise.

Integration is not convenience. It is control. Families that unify data across stakeholders gain consistency and reduce disputes.

Operator Reality: Excel vs Software for Private Equity Tracking

Task	Excel	Single-Family Office Software
Track commitments	Manual updates are prone to missed entries	Automated feeds with alerts
Handle late valuations	Restates past reports, erodes trust	Posts adjustments transparently, preserves history
View exposures	Fragmented across funds and formats	Consolidated portfolio analytics

Wealth Management And Reporting Functions

Wealth management in a single-family office depends on clarity. Without consolidated data and accurate performance reporting, families cannot make informed investment decisions or preserve control across complex wealth structures. Software delivers this clarity by transforming scattered information into structured reports.

Consolidated Reporting For Family Wealth Structures

Single-family office software produces consolidated reports that integrate investment data, personal assets, and financial activities. Families often manage multiple trusts, entities, and complex partnership structures, making it difficult to see a complete picture without technology.

Integration: All asset classes and ownership entities are brought into one reporting platform.
Transparency: Families gain a full view of wealth across structures.
Oversight: Decision-makers evaluate exposure and cash flow in context.

Customised Reporting For Family Members And Wealth Owners

Not every family member requires the same level of detail. Software allows wealth managers to tailor reports to individual wealth owners.

Parents: Track asset allocation and long-term investment performance.
Next generation: Learn about alternative investments and portfolio composition.
Trustees or advisors: Access deeper reports for compliance and strategic planning.

Customised reporting keeps family members aligned while respecting different levels of involvement. It ensures that governance conversations are based on the same underlying data, but presented at the right level of detail.

Seamless Access To Portfolio Data For Financial Advisors

Family offices rely on financial advisors for investment strategy, tax planning, and estate planning. Software provides these advisors with accurate reporting, portfolio analytics, and real-time oversight.

Accuracy: Data is automatically updated, reducing reliance on manual spreadsheets.
Collaboration: Advisors access the same system used by the family office team.
Efficiency: Strategy discussions are based on current numbers, not outdated reports.

With seamless access, advisors shift from data validation to strategic guidance, delivering more value to the family.

Accurate Performance Reporting For Investment Portfolio Analysis

Performance reporting is the measure of whether investment management is working. Single-family office software tracks investment performance across asset classes and private investments, producing analytics that inform allocation and risk management.

Comparability: Returns across public markets and private equity are measured consistently.
Accuracy: Data reconciles back to custodians and investment firms.
Decision support: Families evaluate whether strategies are meeting long-term goals.

Wealth management depends on reporting that is accurate, timely, and tailored to the family. Consolidated reports, customised outputs for family members, advisor access, and accurate performance measurement ensure that decisions are based on fact rather than assumption. With the right software, families manage wealth proactively instead of reacting to incomplete or outdated information.

Risk, Privacy, and Control

The stability of a single-family office depends on how well it manages risk. Software does not just produce reports; it protects private data, ensures operational efficiency, and creates compliance records that stand up to scrutiny.

Protecting Private Data In Modern Family Offices

Software solutions safeguard private data and wealth data with role-based access, audit trails, and cybersecurity protections. Without these controls, sensitive information risks being spread across unsecured files or emails.

Access control: Only authorised family office professionals can view or edit specific records.
Audit trails: Every change is recorded, creating defensible evidence for compliance.
Cybersecurity: Data is encrypted and monitored against breaches.

Reducing Operational Inefficiency Through Automation

Manual reconciliations and data entry can slow down family office teams and increase the likelihood of errors. Automating data capture enhances operational efficiency, reduces duplication, and frees up time for more strategic work.

Error reduction: Automated processes minimise mistakes in investment and financial data.
Efficiency: Staff can shift from manual reconciliations to client service and governance.
Continuity: Automated workflows preserve knowledge, reducing key-person risk.

Operational efficiency is not about speed alone. It is about ensuring that small teams can deliver consistent reporting and service even as portfolios grow more complex.

Ensuring Compliance And Regulatory Readiness

Family offices are subject to tax laws, cross-border rules, and regulatory filings that demand accuracy. Family office accounting software supports compliance by standardising records, linking transactions to audit trails, and creating reporting that regulators can verify.

Regulatory alignment: Transactions and reports follow tax and accounting standards.
Audit readiness: Records are structured to withstand external review.
Risk management: Compliance features reduce the chance of penalties or disputes.

Software that protects private data, automates inefficient workflows, and enforces compliance gives families the assurance that their office is resilient. With these safeguards in place, attention can return to strategy, governance, and long-term wealth preservation.

How to Choose the Right Single Family Office Software

Operators in a single-family office know that tools must work in practice, not just on paper. The right software protects private data, handles wealth data complexity, and simplifies family wealth structures without creating more work for business managers.

Evaluating Privacy And Control In One Family Office

The right family office software safeguards private data with robust cybersecurity, audit trails, and role-based access controls. It prevents wealth data from being spread across emails or unsecured files.

Cybersecurity: Protects against external breaches and insider misuse.
Audit trails: Record every change, strengthening compliance and reporting platforms.
Control: Operators define permissions so family members see only what they need.

Balancing Scalability With Simplicity In Family Office Operations

Software must scale to handle multi-asset portfolios and growing wealth data complexity, while remaining simple enough for two or three business managers to run.

Multi-asset portfolios: Equity, bonds, private equity, and alternative investments consolidated in one view.
Wealth data complexity: Structures across entities and geographies are tracked without manual work.
Usability: Reports refreshed by business managers, not by external consultants.

Scalability without simplicity creates risk. The right system processes complex wealth data yet keeps operations lean and manageable.

Managing complexity in family wealth structures

From private equity holdings to alternative assets, the best family office software simplifies partnership structures, consolidated reporting, and portfolio analytics. The software should simplify partnership structures and generate consolidated reporting across entities.

Partnership structures: Trusts, holding companies, and joint ventures are mapped accurately.
Consolidated reporting: Investment data from all sources aggregated for oversight.
Portfolio analytics: Performance measured across both liquid and illiquid assets.

Decision-Making Triggers for Single Family Offices

Every single-family office reaches a moment when spreadsheets no longer hold up. The triggers are clear: fragmented financial data, reporting delays, growing exposure to private equity and alternative investments, and operational strain on small teams. Recognising these markers helps families shift to software before errors undermine trust.

The risks of the wrong system vs the clarity of the right one

The wrong system creates fragmented financial data, duplicate reconciliations, and inaccurate reporting. Wealth owners see numbers that shift from one report to the next, and governance discussions lose credibility.

The right family office software consolidates wealth data, delivers accurate reports, and provides seamless portfolio oversight. Families see a single version of the truth, while operators spend less time fixing errors and more time on forward-looking analysis.

The difference between the wrong and right system is the difference between confusion and clarity in every decision.

When to move from Excel to single-family office software

Spreadsheets collapse once portfolios expand into private equity, alternative investments, and multi-entity wealth structures. They cannot track capital calls, distributions, or valuations consistently across funds, nor can they handle irregular reporting schedules from private equity firms.

The real breaking point comes with back-dated transactions. Capital call notices and revised valuations often arrive weeks late. In Excel, this forces manual restatements that distort past reports and create confusion for family members. What begins as a small inconvenience becomes a structural risk.

Excel can manage a portfolio in its early stages, but once complexity and back-dated transactions enter, only purpose-built software provides reliable reporting.

Costs of delaying adoption in one family office

Delaying adoption increases inefficiency and hides risk. Manual reconciliations stretch longer, errors accumulate, and reports lose timeliness. Wealth owners receive outdated numbers, while investment managers make decisions without full visibility.

The cost of delay is also reputational. When historical reports are restated because of missed or late entries, family members begin to question accuracy. Trust in reporting platforms erodes, even if the investment portfolio is performing well.

Delay compounds risk. Every year, without the right system, inefficiency weakens confidence and reduces the value of governance.

How service providers support single-family office operations

Even with robust software, small teams may struggle with scale. Service providers complement family office operations by offering managed services for reconciliations, reporting, and compliance.

Support for business managers: External teams reduce dependency on one or two staff.
Consistency: Reports are delivered on schedule regardless of staffing changes.
Expertise: Providers familiar with private equity firms and alternative assets help normalise inconsistent data feeds and standardise valuations.

Service providers extend capacity but do not replace the system. They ensure software delivers consistent value by keeping data clean and reporting reliably.

The matrix below outlines the most common signals, their appearance within a single family office, and why they matter for risk, reporting, and governance.

Trigger	What It Looks Like	Why It Matters
Fragmented financial data	Multiple spreadsheets across trusts, entities, and custodians that never reconcile cleanly	Creates blind spots, errors, and inconsistent reporting across the family office
Complex portfolios	Capital calls, distributions, and valuation updates from private equity firms and alternative assets	Excel cannot accurately restate prior periods, leading to inconsistencies in historical reports and a loss of confidence.
Inefficiency costs	Business managers are spending hours on reconciliations instead of oversight	Time lost to manual fixes prevents timely analysis and strategic reporting
Delayed adoption	Staying on spreadsheets despite growing wealth structures	Increases operational risk, exposes compliance gaps, and hides portfolio risks until too late
Need for external support	Service providers asked to patch reporting gaps manually	Adds cost without solving root problems, and reduces control over sensitive data

Decision-making triggers are not abstract. Fragmented data, late or back-dated transactions from private equity firms, reporting delays, and small-team strain are practical signals every operator can see. The right single-family office software, combined with capable service providers, turns those risks into clarity, consistency, and control.

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Responsibility for Use of Software.

- - The Licensee is responsible and liable for all uses of the Software Platform through access thereto provided by Licensee, directly or indirectly. Specifically, and without limiting the generality of the foregoing, the Licensee shall at all times be responsible and liable for all actions and omissions of the Authorised Users. If the Company at any time determines that the Licensee’s use of the Software is in excess of the Scope then:

a. The Licensee shall, within thirty (30) days following the date of Company’s written notification thereof, pay to Company the additional License Fees for such excess use. In determining the License Fee payable pursuant to the foregoing, unless Licensee can demonstrate otherwise by documentary evidence, all previously unknown excess use of the Software shall be deemed to have commenced on the commencement date of this Agreement and the rates for such licenses shall be determined without regard to any discount to which the Licensee may have been entitled had such use been properly licensed prior to its commencement (or deemed commencement); and

b. The Company reserves the right to forthwith terminate this Agreement and initiate the legal proceedings against the Licensee for breach of terms of this Agreement and recovery of the amounts due.

- - The Licensee shall use commercially reasonable efforts to safeguard the Software Platform from infringement, replication in any form, misappropriation, theft, misuse, or unauthorized access. Licensee shall promptly notify the Company if Licensee becomes aware of any violation of Company’s Intellectual Property Rights in the Software Platform.

Support Services.

- - Subject to Clause 8.1, during the Term of this Agreement, the Company may provide basic software support services described in the pricing proposal as set out in Appendix I.
  - The Company shall have a right to stop providing support services if the Licensee and/or any of it Authorised Users:
  - breach any of the terms of this Agreement; or
  - use the Software Platform in excess or not in accordance with the Scope
  - The Company may provide updates and maintenance on the Software at its sole discretion.

Collection and Use of Information.

- - Licensee acknowledges that Company may, directly or indirectly through the services of Third Parties, collect and store information regarding use of the Software and about equipment on which the Software is used or through which it otherwise is accessed and used, through the provision of support services.
  - Licensee agrees that the Company may use such information for any purpose related to any use of the Software by Licensee or on Licensee’s equipment, including but not limited to:
  - improving the performance of the Software; and
  - verifying Licensee’s compliance with the terms of this Agreement and enforcing the Company’s rights, including all Intellectual Property Rights in and to the Software.

Confidential Information.

- - In connection with the performance of the Parties’ obligations under this Agreement, each Party may provide to the other Party, and the other Party shall have access to, the first Party’s Confidential Information. Notwithstanding any other content of this Clause 9, Licensee hereby permits the Company to use the Licensee’s name in the Company’s marketing material to the limited extent of identifying the Licensee as a customer that uses the Software Platform.

- - Each Party shall exercise due care to prevent the unauthorized use or disclosure of the other Party’s Confidential Information, and shall not, without the other Party’s prior written consent: (a) use the other Party’s Confidential Information for any purpose other than performing its obligations under this Agreement; or (b) disclose or otherwise make available, directly or indirectly, any item of the other Party’s Confidential Information to any person or entity other than those employees, independent contractors, agents or investigators of such Party and/or its affiliated entities (collectively, “Representatives“) who reasonably need to know the same in the performance of such Party’s obligations under this Agreement, or in order to make decisions or render advice in connection therewith. Each party shall protect the confidentiality of the Confidential Information of the other party with the same degree of care, as such party uses to protect its own Confidential Information, and in no event, less than reasonable care. For the convenience of the Parties, each Party acknowledges that unless precluded in writing by the other Party, Confidential Information may be transmitted to a Party and/or its Representatives via the Internet.

- - In the event of an actual or threatened breach of the above confidentiality provisions, the non-breaching Party shall have no adequate remedy at law and shall be entitled to immediate injunctive and other equitable relief, without bond and without the necessity of showing actual money damages.

Intellectual Property Rights.

Licensee acknowledges and agrees that the Software Platform is provided by the Company under a non-exclusive, non-transferable, non-sub-licensable, revocable license. The Licensee shall not have any interest in the Software Platform including but not limited to any ownership interest in the Software Platform or any other rights thereto other than to use the same in accordance with the terms of this Agreement. The Company reserves and retains its entire right, title and interest in the Software Platform and all Intellectual Property Rights arising out of or relating to the Software Platform. The Licensee shall use all efforts to safeguard the Software Platform from infringement, misappropriation, theft, misuse or unauthorized access. The Licensee shall promptly notify the Company if the Licensee becomes aware of any violation of the Company’s Intellectual Property Rights in the Software Platform and fully cooperate with the Company in any legal action taken by Company to enforce its Intellectual Property Rights. The Licensee acknowledges and agrees that the Licensee, and not the Company, shall be solely responsible for the investigation, defense, settlement and discharge of any intellectual property infringement claim or suit, or any other harm or damages resulting from Licensee’s use of or access to the Software Platform.

Term and Termination.

This Agreement and the license granted hereunder shall remain in effect for the term set forth in the order form as set out in Appendix I. The license is valid for a period of 12 months from the date of activation (“Term”) unless otherwise indicated in the order form as set out in Appendix I. This Agreement will renew automatically for another twelve month period at the expiration date (“Extended Term”) unless the Licensee provides a written notice of termination sixty (60) days prior to the date of expiry of the License.
Without prejudice to any other rights or remedies and notwithstanding anything contained in Clause 11.1 above, the Company shall have an unfettered right to terminate this Agreement at any time upon Licensee’s failure to comply with all the terms and conditions of this Agreement.
Company may terminate this Agreement, effective immediately, if the Licensee files itself, or any other Person has filed against the Licensee (and fails to obtain a dismissal within sixty (60) days thereof), a petition for voluntary or involuntary bankruptcy or pursuant to any other insolvency law, makes or seeks to make a general assignment for the benefit of its creditors or applies for, or consents to, the appointment of a trustee, receiver or custodian for a substantial part of its property.
Upon expiration or earlier termination of this Agreement, the license granted hereunder shall also terminate, and Licensee shall cease using and destroy (to the extent reasonably practicable) all copies of the Software Platform. No expiration or termination shall affect Licensee’s obligation to pay all Licensee Fees that may have become due before such expiration or termination, or entitle Licensee to any refund, in each case except as set forth in Clause 11.3.

Limited Warranties, Exclusive Remedy and Disclaimer/Warranty Disclaimer.

The Company warrants that, during the Term, the Software will substantially contain the functionality described in the Documentation, and when properly accessed and used on a computer (as per requirements specified in the Documentation) and operated in accordance with the Documentation the Software shall substantially perform in accordance therewith. However, the Company does not represent or warrant that any and/or all errors will be corrected and that any and/or all incidents will be prevented or corrected.
The warranties expressly set forth in this Clause will not apply and will become null and void (i) if Licensee breaches any provision of this Agreement, and/or (ii) if Licensee and/or any Authorized User and/or any other Person to whom access to the Software is provided , whether or not in violation of this Agreement:
uses the Software Platform on or in connection with any hardware or software not specified in the Documentation, provided that the warranties in this Section shall continue to apply to Software that is installed or used on any hardware, software, configuration or operating system in accordance with the Documentation; or
misuses the Software, including any use of the Software other than as specified in the Documentation.
During the Term of this Agreement, if the Software fails to perform substantially in accordance with the Documentation, and such failure is not excluded from warranty pursuant to Clause 12.1, the Company will, at its sole option, use commercially reasonable efforts to repair the Software, provided that Licensee provides Company with all information which the Company requests to resolve the reported failure, including sufficient information to enable the Company to recreate such failure. Provided further that, the Licensee shall within 5 days after such failure has occurred, notify in writing to the Company informing about the failure. The Licensee acknowledges and agrees that the Software Platform may produce inaccurate results because of a failure or fault within the Software Platform for reasons not attributable to the Company or failure by Licensee to properly use and/or deploy the Software Platform. The Licensee assumes full and sole responsibility for any use of the Software Platform and bears the entire risk for failures or faults within the Software Platform on account of reasons not attributable to the Company. Licensee agrees that regardless of the cause of failure or fault or the form of any claim, the Company’s obligation if any shall be governed by this Agreement. Further, the Licensee acknowledges that the remedies set forth in this Clause 12.3 are Licensee’s sole remedies and Company’s sole liability with respect to the warranties provided in this Clause 12.
The software and documentation are provided to licensee on an “as is where is” basis and with all faults and defects without warranty of any kind other than as expressly set forth in this Clause 12. The Company, on its own behalf and on behalf of its affiliates expressly disclaims all warranties, whether express, implied, statutory or otherwise, with respect to the software and documentation, including all implied warranties of merchantability, fitness for a particular purpose, and warranties that may arise out of course of dealing, course of performance, usage or trade practice. Without limitation to the foregoing, the Company provides no warranty or undertaking, and makes no representation of any kind that the licensed Software Platform will meet the Licensee’s requirements, achieve any intended results, operate without interruption, meet any performance or reliability standards or be error free or that any errors or defects can or will be corrected.
The Licensee represents and warrants that it has due authorisations to enter into this Agreement and perform its obligations. Further, the Licensee represents and warrants that its is not barred under law, contractually or otherwise to enter into this Agreement and perform its obligations.

Limitation of liability

The Company and its affiliates, shall not be liable to the Licensee or to any third party for any use, interruption, delay or inability to use the software, lost revenues or profits, delays, interruption or loss of services, business or goodwill, loss or corruption of data, loss resulting from system or system service failure, malfunction or shutdown, failure to accurately transfer, read or transmit information, failure to update or provide correct information, system incompatibility or provision of incorrect compatibility information, or breaches in system security, or for any consequential, incidental, indirect, exemplary, special or punitive damages, whether arising out of or in connection with this agreement, breach of contract, tort (including negligence) or otherwise, regardless of whether such damages were foreseeable and whether or not the Licensee was advised of the possibility of such damages.
In no event will the Company’s and its affiliates’, collective aggregate liability under or in connection with this Agreement or its subject matter, under any legal or equitable theory, including breach of contract, tort (including negligence), strict liability and otherwise, exceed the total amount paid to the Company under this agreement for immediately preceding three month period.

Export Regulation.

The Software Platform may be subject to US export control laws, including the US Export Administration Act and its associated regulations. The Licensee shall not, directly or indirectly, export, re-export or release the Software Platform to, or make the Software Platform accessible from, any jurisdiction or country to which export, re-export or release is prohibited by law, rule or regulation. The Licensee shall comply with all applicable federal laws, regulations and rules, and complete all required undertakings (including obtaining any necessary export license or other governmental approval), prior to exporting, re-exporting, releasing or otherwise making the Software Platform available outside the US.

Indemnification

Licensee hereby agrees to indemnify the Company and its officers, directors, employees, agents, and representatives (“Indemnified Person”) from each and every demand, claim, loss, liability, or damage of any kind, including actual attorney’s/legal fees, whether in tort or contract, that may incur by reason of, or arising out of, any claim which is made by either the Licensee and/or any third party against the Indemnified Person with respect to any breach or violation of this Agreement by the Licensee or any claims based on Licensee’s and/or its client’s use of the Software Platform.

Miscellaneous.

Governing Law: This Agreement is governed by and construed in accordance with the internal laws of United States of America without giving effect to any choice or conflict of law provision or rule that would require or permit the application of the laws of any other jurisdiction. Any disputes arising from or related to this Agreement or any Company Software or service shall be subject to the exclusive jurisdiction and venue of the courts situated in New York, and both Parties hereby consent to such jurisdiction and venue.
Force Majeure: The Company will not be responsible or liable to the Licensee, or deemed in default or breach hereunder by reason of any failure or delay in the performance of its obligations hereunder where such failure or delay is lockdowns, due to strikes, labor disputes, civil disturbances, riot, rebellion, invasion, pandemic, epidemic, hostilities, war, terrorist attack, embargo, natural disaster, acts of God, flood, fire, sabotage, fluctuations or non-availability of electrical power, heat, light, air conditioning or any other circumstances caused beyond the Company’s reasonable control (“Force Majeure Event”). It is hereby clarified that the Licensee’s payment obligation shall continue during the Force Majeure Event.
Notices: All notices, requests, consents, claims, demands, waivers and other communications hereunder shall be in writing and shall be deemed to have been given: (a) when delivered by hand (with written confirmation of receipt); (b) when received by the addressee if sent by a nationally recognized overnight courier (receipt requested); (c) on the date sent by e-mail (with confirmation of transmission) if sent during normal business hours of the recipient, and on the next business day if sent after normal business hours of the recipient; or (d) on the third day after the date mailed, by certified or registered mail, return receipt requested, postage prepaid.
Entire Agreement: The terms and conditions of this Agreement, including its exhibits, constitutes the entire agreement between the parties with respect to the subject matter hereof, and merges and supersedes all prior and contemporaneous agreements, understandings, negotiations and discussions. Neither of the parties shall be bound by any conditions, definitions, warranties, understandings, or representations with respect to the subject matter hereof other than as expressly provided herein. The section headings contained in this Agreement are for reference purposes only and shall not affect in any way the meaning or interpretation of this Agreement. No oral explanation or oral information by either party hereto shall alter the meaning or interpretation of this Agreement. No amendments or modifications shall be effective unless in a writing signed by authorized representatives of both parties. These terms and conditions will prevail notwithstanding any different, conflicting or additional terms and conditions which may appear on any purchase order, acknowledgment or other writing not expressly incorporated into this Agreement.
Assignment:

a. Licensee shall not assign or otherwise transfer any of its rights, or delegate or otherwise transfer any of its obligations or performance, under this Agreement, in each case whether voluntarily, involuntarily, by operation of law or otherwise, without Company’s prior written consent, which consent Company may give or withhold in its sole discretion. For purposes of the preceding sentence, and without limiting its generality, any merger, consolidation or reorganization involving Licensee (regardless of whether Licensee is a surviving or disappearing entity) will be deemed to be a transfer of rights, obligations or performance under this Agreement for which Company’s prior written consent is required. No delegation or other transfer will relieve Licensee of any of its obligations or performance under this Agreement. Any purported assignment, delegation or transfer in violation of this Clause 16.5 is void. The Company may assign or otherwise transfer all or any of its rights, or delegate or otherwise transfer all or any of its obligations or performance, under this Agreement without Licensee’s consent. This Agreement is binding upon and inures to the benefit of the parties hereto and their respective permitted successors and assigns.

b. This Agreement is for the sole benefit of the parties hereto and their respective successors and permitted assigns and nothing herein, express or implied, is intended to or shall confer on any other Person any legal or equitable right, benefit or remedy of any nature whatsoever under or by reason of this Agreement.

Amendment and Waiver: This Agreement may only be amended, modified or supplemented by an agreement in writing signed by each party hereto. Failure or neglect by the Company to enforce at any time any of the provisions hereof shall not be construed nor shall be deemed to be a waiver of the Company’s rights hereunder nor in any way affect the validity of the whole or any part of this License nor prejudice the Company’s rights to take subsequent action.
Reservation of Rights and Remedies: The Company reserves all of its rights to proceed to enforce its rights in connection with all rights not expressly granted to the Licensee in this Agreement.
Severability: If any term or provision of this Agreement is invalid, illegal or unenforceable in any jurisdiction, such invalidity, illegality or unenforceability shall not affect any other term or provision shall to that extent be severed from the remaining terms, conditions and provisions which shall continue to be valid to the fullest extent permitted by law.
Interpretation: For purposes of this Agreement, (a) the words “include,” “includes” and “including” shall be deemed to be followed by the words “without limitation”; (b) the word “or” is not exclusive; and (c) the words “herein,” “hereof,” “hereby,” “hereto” and “hereunder” refer to this Agreement as a whole. Unless the context otherwise requires, references herein: (x) to Sections and Exhibits refer to the Sections of, and Exhibits attached to, this Agreement; (y) to an agreement, instrument or other document means such agreement, instrument or other document as amended, supplemented and modified from time to time to the extent permitted by the provisions thereof and (z) to a statute means such statute as amended from time to time and includes any successor legislation thereto and any regulations promulgated thereunder. This Agreement shall be construed without regard to any presumption or rule requiring construction or interpretation against the party drafting an instrument or causing any instrument to be drafted. The headings in this Agreement are for reference only and do not affect the interpretation of this Agreement.
Independent Development: This Agreement does not preclude the Company from evaluating, acquiring from third parties not a party to this Agreement, independently developing or marketing similar technologies or products, or making and entering into similar arrangements with other companies. The Company is not restricted by this Agreement to make such products or technologies available to third parties.
Disclaimer: The Software Platform is subject to the Disclaimer set out in the Appendix V of this Agreement.

Appendix IV : Privacy Policy

The Customer can access the privacy policy of the Company at the following link: Privacy Policy

Appendix V: Disclaimer

All of the operating procedures with respect to the Software Platform have been designed based on the Company’s experience in working with hundreds of global family offices. Under no circumstances should any person using the Software Platform should make investment decisions based solely on the information setout therein. The Company is not a qualified financial advisor and the Licensee should not construe any information discussed herein to constitute investment advice. The information in the Software Platform is not meant to be, and should not be construed as advice or used for investment, financial planning, legal, accounting, or tax purposes. The Licensee agrees to consult with a registered investment advisor, which the Company is not, prior to making any investment/trading decision of any kind. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. It must be implemented as per individual family office requirements in consultation with the family office’s local accounting and legal professionals.
The Software Platform is based upon information that is relevant while making investment decisions and the Company considers it reliable, but the Company does not represent that it is accurate or complete, and that it should be relied upon, as such. The Licensee should not rely solely on the information in making any investment. Rather, the Licensee should use the information only as a starting point for doing additional independent research in order to allow the Licensee to form its own opinion regarding investments. All recommendations, advice or opinions cited are the professional views of the Company. The Licensee must act upon them with due diligence.
The Company is neither registered as a wealth advisor, wealth manager, investment advisor nor soliciting any investment in any jurisdiction. Further, the Company does not accept any responsibility or liability for the actions or inactions on the part of any individual or firm stemming from the information mentioned in the Software Platform. The Licensee is solely responsible for verifying the information as being appropriate for the Licensee’s use, including without limitation, seeking the advice of a qualified professional regarding any specific financial, legal, accounting, or tax questions that the Licensee may have.
The Company makes no warranties and gives no assurances regarding the truth, timeliness, reliability, or good faith of any material/factual data in the Software Platform. The Company does not warrant that investment/trading methods or systems presented in the manual will result in profits or losses. The Company makes no guarantees as to the accurateness, quality, or completeness of the information and the Company shall not be responsible or liable for any errors, omissions, inaccuracies in the information or for Licensee’s reliance on the information Vis-à-vis the Software Platform.