Best Family Office Software
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Compare the Top Family Office Software as of January 2026
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What is Family Office Software?
Family office software is designed to help family offices manage their wealth, investments, and administrative tasks all in one place. It streamlines portfolio management, financial reporting, and estate planning while ensuring data privacy and security. These platforms often include tools for budgeting, tax planning, document management, and multi-entity accounting to support complex family structures. Family office software helps improve collaboration between family members, advisors, and accountants by centralizing information and communication. By automating routine tasks and offering comprehensive insights, it enables better decision-making and long-term wealth preservation. Compare and read user reviews of the best Family Office software currently available using the table below. This list is updated regularly.
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Sage Intacct
Sage Intacct
Sage Intacct provides family offices with powerful tools to manage complex, multi-entity financial structures with ease and precision. It supports consolidated reporting across trusts, foundations, and family-owned businesses, delivering real-time insights into wealth performance. Multi-currency and multi-ledger capabilities accommodate international holdings and diverse asset classes. Custom dimensions let family offices track finances by property, investment type, or family member. Automated workflows ensure consistency, compliance, and efficient financial close. The platform provides full audit trails, role-based access, and secure cloud storage to protect sensitive financial data. Integrated dashboards offer transparency and strategic insight for advisors and family members alike. Sage Intacct enables family offices to simplify operations while maintaining control and clarity.
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