Family Office Software Features
Essential Family Office Software Capabilities
Discover the 79 essential features and capabilities that define modern family office software solutions. Each feature includes detailed explanations, implementation insights, and vendor comparisons.
Consolidated Reporting
Multi-entity Consolidation
Combine data from multiple family entities or trusts into a single consolidated view.
Learn More →Public & Private Asset Reporting
Track both liquid market securities and illiquid private investments.
Learn More →Look-through Structures
Enable nested or tiered entity transparency in consolidated reports.
Learn More →Real-time vs Batch Reports
Option to display live data or generate scheduled static reports.
Learn More →Drill-down Capabilities
Click into aggregated values to explore transaction-level details.
Learn More →Portfolio Management
Performance Attribution
Break down returns by source using time- and money-weighted metrics.
Learn More →Accounting & General Ledger
Fund / Partnership Accounting
Track capital contributions, distributions, and partner allocations.
Learn More →Data Aggregation & Feeds
Client Portal & Engagement
White-labeled Client Portal
Custom-branded online access for family members or advisors.
Learn More →Secure Document Sharing
Encrypted file vault for legal, financial, and estate documents.
Learn More →CRM & Relationship Management
Contact and Relationship Tracking
Maintain records of individuals, advisors, and service providers.
Learn More →Family Tree & Org Charts
Visualize relationships within the family and related entities.
Learn More →Task and Workflow Assignment
Assign follow-ups, renewals, and recurring tasks to internal teams.
Learn More →Notes and Email Integration
Sync communications and add relationship insights directly into CRM.
Learn More →Advisor and Provider Mapping
Log external relationships such as legal, tax, and investment advisors.
Learn More →Event-driven Alerts
Receive reminders based on dates, contract expirations, or key events.
Learn More →Risk & Compliance
Exposure and Counterparty Tracking
Assess risk tied to counterparties and concentrated holdings.
Learn More →SOC 2 / GDPR Controls
Ensure software complies with key data privacy and security standards.
Learn More →Governance & Oversight
Policy & Mandate Documentation
Central repository for investment policy statements and mandates.
Learn More →Role-based Access
Control access to sensitive content by job function or governance level.
Learn More →Real Assets & Alternatives Tracking
Real Estate Asset Tracking
Monitor valuations, cash flows, and tenancy across property portfolios.
Learn More →Collectibles & Passion Assets
Manage non-financial assets like art, wine, vehicles, and more.
Learn More →Integrations & API
AI & Automation
Feature Categories Overview
- Consolidated Reporting: 8 features covering consolidated reporting capabilities
- Portfolio Management: 8 features covering portfolio management capabilities
- Accounting & General Ledger: 8 features covering accounting & general ledger capabilities
- Data Aggregation & Feeds: 7 features covering data aggregation & feeds capabilities
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Client Portal & Engagement: 7 features covering client portal & engagement capabilities
- White-labeled Client Portal
- Mobile Access
- Role-based Views
- ... and 4 more
- CRM & Relationship Management: 7 features covering crm & relationship management capabilities
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Risk & Compliance: 7 features covering risk & compliance capabilities
- Risk Scoring
- Exposure and Counterparty Tracking
- Compliance Workflows
- ... and 4 more
- Governance & Oversight: 6 features covering governance & oversight capabilities
- Real Assets & Alternatives Tracking: 7 features covering real assets & alternatives tracking capabilities
- Integrations & API: 7 features covering integrations & api capabilities
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AI & Automation: 7 features covering ai & automation capabilities
- Auto-tagging Transactions
- Predictive Budgeting
- Report Summaries
- ... and 4 more
Family Office Resources
Related Resources
- Frequently Asked Questions
- Family Office Glossary
- Family Office Services
- Types of Family Offices
- Latest Family Office News
- What is a Multi-Family Office?
- Single Family Office Guide
- Wealth Management Services
- Estate Planning Services
- Tax Strategy Services
- Portfolio Management
- Family Governance
- Administrative Services
- Family Office vs Wealth Management
- Family Office Costs
- Minimum Net Worth Requirements
- Single Family Office Definition
- Multi-Family Office Definition
- Assets Under Management
- Ultra High Net Worth
- Alternative Investments
- Philanthropy & Foundations
- Technology & Cybersecurity
- Lifestyle & Concierge Services
- Personal Security Services
- Regulatory Compliance
- Financial Administration
- Impact & ESG Investing
- Liquidity Planning
- Conflict Resolution & Mediation
- Lifestyle Management
- Trust & Estate Structuring
- Consolidated Reporting
- Next-Gen Leadership Development
- Entity & Legal Structure Management
- Vendor & Service Provider Oversight
- Health & Wellness Services
- Single vs Multi-Family Office
- Family Office Services Explained
- How to Choose a Family Office
- Multi-Family Office Structure
- Family Governance Definition
- Alternative Investments Guide