A family's wealth rarely lives in one place - banks, brokerages, private equity funds, real estate holdings, and trusts each report differently, on their own schedule, and someone still has to reconcile it all into one number the principal can actually trust. We build the aggregation, reporting, and entity-tracking software around how your office actually consolidates, not a generic wealth dashboard.
Multi-custodian portfolio aggregation pulling from banks, brokerages, and fund administrators
Consolidated reporting built around how your principals actually want to see their wealth
Entity structure tracking across trusts, LLCs, and foundations
Fixed-cost delivery, scoped up front, with source code ownership
What you can count on
Retention
3+ years
Average client relationship across active accounts
First milestone
Week 3
Working prototype in front of real users
Pricing
Fixed price
Scope and cost agreed before work starts
Team
No handoffs
The senior engineers who scope the build also ship it
The problem
Your team still pulling statements from each custodian by hand and reconciling them in a spreadsheet every reporting cycle?
No single view of ownership across the trusts, LLCs, and entities your family's wealth actually sits in?
Short answer
RaftLabs builds custom family office software, including multi-custodian portfolio aggregation, consolidated reporting dashboards, entity structure tracking for trusts and LLCs, multi-generational access control, and security architecture built for sensitive financial data. We build for single and multi-family offices whose reporting is still consolidated manually across banks, custodians, and asset classes. A single-purpose consolidated reporting tool typically runs $40K-$80K; a full platform with multi-custodian aggregation, entity tracking, and multi-generational access control runs $100K-$180K. Projects are fixed-cost, scoped after discovery, with source code ownership and post-launch support included.
01 Diagnosis
Reporting is consolidated by hand, every cycle
Wealth spread across banks, brokerages, private equity funds, and real estate holdings means pulling statements from each source separately and reconciling them into one number - manually, on a recurring schedule, with real risk of error at every reconciliation step. The work doesn't get easier as the structure grows; it gets slower and riskier. Automated aggregation that pulls from every custodian into one system removes the manual reconciliation step entirely.
Ownership is scattered across entities nobody has mapped
Family wealth is rarely held directly - trusts, LLCs, and foundations sit between the family and the underlying assets, often layered across generations of estate planning. Without an explicit map of that structure, understanding true ownership or beneficial interest means reconstructing it from memory or old documents every time it matters. Software that tracks entity structure as a first-class part of the data model - not something inferred from account names - keeps that answer current and accurate.
One login means everyone sees everything, or no one sees enough
A principal, their spouse, adult children, and office staff all need different views into the same underlying wealth data, but software built for a single user forces an uncomfortable choice: share broad access, or lock information down so tightly that the office itself can't work efficiently. Access control built around your family's actual structure - not a single-user system stretched to fit a household - gives each person the visibility they need and nothing more.
Sensitive financial data needs security built in, not bolted on
The data a family office handles - full financial position, entity ownership, personal identifying information - is exactly the kind of data that creates real exposure if it's mishandled, and generic software rarely treats it with the security rigor it deserves. Architecture designed around encryption, access control, and audit logging from the start, rather than retrofitted after a security review flags gaps, is the difference between compliance being achievable and being a scramble.
02 What we ship
Position and transaction data pulled from banks, brokerages, and fund administrators via API or structured statement parsing, scoped to the custodians your office actually works with.
Reporting built around how your principals actually want to see their wealth - by entity, by asset class, by generation - not a generic brokerage-style statement.
Explicit tracking of trusts, LLCs, and foundations as first-class entities, so true ownership and beneficial interest is documented, not reconstructed from memory.
Access scoped to principal, spouse, adult children, and staff, so each person sees what's appropriate for their role without a single shared login.
Consolidated cash-flow visibility across accounts and entities, supporting capital-call tracking, distribution scheduling, and liquidity planning.
Encryption at rest and in transit, role-based access controls, and audit logging for every system that processes sensitive financial and personal data.
03 How we work
Trusted by
04 Track record
07 Why us
08 Questions
Family office software consolidates a family's wealth data - held across banks, brokerages, private equity and hedge funds, real estate, and trusts - into unified reporting, and typically tracks the entity structures that wealth is legally held in, along with access control for different family members and staff.
Yes. Pulling position and transaction data from banks, brokerages, and fund administrators - via API where available, via structured statement parsing where it isn't - is the core of most requests in this space. We scope which custodians your office actually works with during discovery.
Yes. Family wealth is often held across a structure of trusts, LLCs, and foundations rather than directly. We build the entity-relationship model around your family's actual structure during discovery.
Yes. Multi-generational access control, so a principal, their spouse, adult children, and staff each see only what's appropriate for their role, is a standard requirement we build in from the start.
A single-purpose consolidated reporting tool typically runs $40,000-$80,000 and takes 14-20 weeks. A full platform with multi-custodian aggregation, entity tracking, and multi-generational access control runs $100,000-$180,000 over 20-30 weeks. We scope a fixed cost after discovery, before any development starts.
The software handles highly sensitive financial and personal data by design, so we scope the security architecture accordingly: encryption at rest and in transit, role-based access controls, and audit logging. Your legal and compliance advisors own the regulatory framework; we build the technical safeguards that make it achievable.
Established platforms are strong tools for offices whose needs fit their model. Custom software makes sense when your entity structure, reporting format, or custodian mix doesn't fit an off-the-shelf platform well, or when you want the aggregation layer to feed into tools you already use. We help assess the right fit during discovery.
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Tell us how your office consolidates reporting today, and where the gaps are. We'll tell you how we'd approach it.
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