Family Office Software Development

Wealth reporting software built around your custodians, not a generic dashboard

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

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See our work

The problem

Sound familiar?

  • 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

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.

Key takeaways

  • Multi-custodian aggregation removes the manual reconciliation step that grows riskier, not easier, as a family's holdings structure grows more complex.
  • Entity structure (trusts, LLCs, foundations) needs to be tracked as a first-class part of the data model, not inferred from account names, to keep true ownership answerable on demand.
  • Multi-generational access control matters because a principal, spouse, adult children, and staff all need different visibility into the same underlying wealth data.
  • A full platform with aggregation, entity tracking, and access control typically takes 20-30 weeks at a fixed, agreed cost.

Trusted by

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Microsoft logo
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Energia Rewards logo
GE logo
Bank of America logo
T-Mobile logo
Valero logo
Techstars logo
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TuneClub logo

Family office software delivery, by the numbers

products shipped
100+
cost delivery
Fixed
week delivery cycles
14-30

Consolidation shouldn't be a spreadsheet exercise every reporting cycle

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

What we build

  • 01
    Multi-custodian portfolio aggregation

    Position and transaction data pulled from banks, brokerages, and fund administrators via API or structured statement parsing, scoped to the custodians you work with.

  • 02
    Consolidated reporting and dashboards

    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.

  • 03
    Entity structure and ownership tracking

    Explicit tracking of trusts, LLCs, and foundations as first-class entities, so true ownership and beneficial interest is documented, not reconstructed from memory.

  • 04
    Multi-generational access control

    Access scoped to principal, spouse, adult children, and staff, so each person sees what's appropriate for their role.

  • 05
    Cash flow and liquidity management

    Consolidated cash-flow visibility across accounts and entities, supporting capital-call tracking, distribution scheduling, and liquidity planning.

  • 06
    Security architecture for sensitive data

    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

From custodian mapping to live software

  1. Weeks 1-3
    01

    Discovery and structure mapping

    We map your custodian relationships, entity structure, reporting requirements, and access-control needs. You leave with a written scope and a fixed-price quote.

  2. Weeks 3-8
    02

    Data architecture and integration design

    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.

  3. Weeks 8-24
    03

    Build in two-week sprints

    You review working software at each sprint. Aggregation, reporting, and access-control components are built and tested incrementally.

  4. Final 3-4 weeks
    04

    Security testing and rollout

    The platform runs against real portfolio data so your team can validate reporting accuracy before principals depend on it.

Why us

Why family offices choose RaftLabs

  • 01
    Senior engineers build what they scope

    The engineers who map your custodian relationships also build the aggregation layer. No offshore handoff after the contract is signed.

  • 02
    Fixed price before development starts

    We scope the work, calculate the cost, and lock it in writing before any development starts.

  • 03
    Founded 2015, 100+ products shipped

    A track record building security-conscious financial platforms that process sensitive data with encryption, access controls, and audit trails designed in from the start.

  • 04
    You own the source code

    No vendor lock-in after delivery. The codebase, and everything built into it, is yours.

Have a family office software project?

Tell us how your office consolidates reporting today, and where the gaps are. We'll scope a fixed-cost build.

Scope your family office software project

Related services

What clients say

What clients say about working with us

Three-year average engagement. Founders and operators describing the work in their own words. No marketing varnish.

Gabe Moynagh
Gabe Moynagh
Ireland flagIreland
CEO, TuneClub

RaftLabs excelled in contemporary UI and delivered better high-fidelity wireframes. The team is culturally very strong, and they take a lot of pride in the quality of their work.

01 / 06

Family Office Software Development, scoped in one call.

Tell us what's broken. Within one business day you get a straight take on cost, timeline, and the right first step. No deck, no pressure.

Stay on topic

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Frequently asked questions

Family 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 what you need. We'll tell you what it would take.

We scope Family Office Software Development in 30 minutes. You walk away with a clear cost, timeline, and approach. No commitment required.

  • Scope and cost agreed before work starts. No surprises. No obligation.
  • Working prototype within 3 weeks of kickoff.
  • Pay by milestone. You see progress before each invoice.
  • 60-day post-launch warranty. Bug fixes, UI tweaks, and deployment support. No retainer.
  • All conversations are NDA-protected.

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