Family Office Software Development

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. It 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 takes 14-20 weeks. A full platform with multi-custodian aggregation, entity tracking, and multi-generational access control runs 20-30 weeks. We scope every project before pricing. Fixed cost, agreed before work 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.

Yes. Hundreds of data brokers aggregate and resell personal details - home addresses, family members, property records, phone numbers - often sourced from public records and other brokers' listings, and they frequently re-list data within months of a removal. We build automated monitoring of which brokers list each principal's information, removal-request submission (via API where a broker supports it, via structured web-form automation where it doesn't), and scheduled re-checks to catch re-listing. The initial broker list and removal-method mix are scoped during discovery based on where your principals' exposure actually sits.

Yes, within a defined scope. This means monitoring for unauthorized use of a principal's name, likeness, or voice - fake social profiles, cloned-voice scam reports, manipulated video or audio - using detection models that flag likely matches for human review. We're clear about the limits: detection catches what manual searching misses, but no system guarantees catching every instance, so we scope the monitoring surface (which platforms, which signals) to what's realistic to maintain. Alerts land in the same family dashboard as your other reporting, not a separate tool with its own login.

That's the right worry. To consolidate your picture with a platform, you hand it over: statements, positions, entity structure, the whole map of what you own and through which vehicle, aggregated onto a vendor's servers so it can be reported back to you. With a custom build, the software runs on infrastructure you control, and the data never leaves your custody. You're not renting your own balance sheet back by the basis point, and you're not renegotiating access to your own data when you want to leave.