Best Family Office Software

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.

enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.

File your BOI Report quickly and easily with our state-of-the-art software. Designed by licensed attorneys and CPAs, FileForms provides security you can rely on, unmatched support, and solutions tailored to your needs. Effective January 1, 2024, all US and foreign companies that were formed in, or have registered with any of the 50 US states, must comply with new Beneficial Ownership Information (BOI) reporting requirements with the Financial Crimes Enforcement Network (FinCEN), as prescribed by the Corporate Transparency Act (CTA).