Family Office Software Development
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 trust. We build multi-custodian aggregation, consolidated reporting, and entity-structure tracking around how your office actually consolidates.
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
Bring the problem, the current workflow, or the existing code. We reply with a practical next step within one business day.
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The brief
Good software decisions begin with the constraint, not a list of features or a preferred technology.
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?
Plain answer
Family office software development covers multi-custodian portfolio aggregation, consolidated reporting dashboards, entity structure tracking for trusts and LLCs, multi-generational access control, and security architecture for sensitive financial data. RaftLabs builds this 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 over 14-20 weeks; a full platform with multi-custodian aggregation and entity tracking runs $100K-$180K over 20-30 weeks, at a fixed cost.
What to remember
Proof
Wealth spread across banks, brokerages, private equity funds, and real estate means pulling statements from each source separately and reconciling them by hand - work that gets slower and riskier as the structure grows, not easier. We build the aggregation layer that removes the manual step entirely.
Capabilities
Position and transaction data pulled from banks, brokerages, and fund administrators via API or structured statement parsing, scoped to the custodians you work 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.
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.
How we work
We map your custodian relationships, entity structure, reporting requirements, and access-control needs. You leave with a written scope and a fixed-price quote.
We design the aggregation data model, the entity-relationship structure, and the integration layer for each custodian. Security architecture is designed alongside the data model.
You review working software at each sprint. Aggregation, reporting, and access-control components are built and tested incrementally.
The platform runs against real portfolio data so your team can validate reporting accuracy before principals depend on it.
Why us
The engineers who map your custodian relationships also build the aggregation layer. No offshore handoff after the contract is signed.
We scope the work, calculate the cost, and lock it in writing before any development starts.
A track record building security-conscious financial platforms that process sensitive data with encryption, access controls, and audit trails designed in from the start.
No vendor lock-in after delivery. The codebase, and everything built into it, is yours.
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Read moreFamily office software consolidates a family's wealth data - held across banks, brokerages, funds, real estate, and trusts - into unified reporting, and typically tracks the entity structures 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 or structured statement parsing is the core of most requests in this space. We scope which custodians you work with during discovery.
Yes. We build the entity-relationship model around your family's actual structure - trusts, LLCs, foundations - during discovery, so true ownership is documented rather than reconstructed from memory.
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 access control runs $100,000-$180,000 over 20-30 weeks. We scope a fixed cost after discovery.
Yes. Multi-generational access control is a standard requirement we build in from the start, so a principal, spouse, adult children, and staff each see only what's appropriate for their role.
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. We help assess the right fit during discovery.
Work with us
Tell us how your office consolidates reporting today, and where the gaps are. We'll scope a fixed-cost build.