DployAI

Purpose built to provide a consolidated view of a family’s entire net worth. A family office software that offers portfolio reporting without accounting, presents an inadequate view of financial health. We live in a world where U-HNW principals don’t wait for end-of-quarter to ask, “How am I doing?” Where overleveraged real estate doesn’t wait for end-of-month to hemorrhage cash. Where the need to harvest a loss to offset short-term capital gains doesn’t wait for year-end. And where liquidity demands rarely defer to investment timing. In this real-time, data-driven world, financial data that isn’t aggregated, accounted, reconciled, and reported same-day goes stale overnight. Single Family Offices face a unique set of accounting and financial reporting challenges. Our integrated general ledger and portfolio reporting software can help your office run smoothly and efficiently.

SS&C Technologies’ Family Office Services is a comprehensive, cloud‑based platform designed to unify and automate the full spectrum of family office operations. It offers multi‑currency portfolio management, financial and partnership accounting, tax and transaction support, reconciliation, and reporting, all within a single integrated system, reducing risk, cost, and manual overhead. It supports complex asset classes, nested ownership structures, sophisticated investment strategies, and regulatory demands, delivering accurate, audit‑ready financial statements, performance analytics, and full transaction visibility. Backed by a dedicated expert team, the service offers front‑to‑back automation, from daily data aggregation through month‑end processing, enhancing control, segregation of duties, and operational efficiency. Highly customizable and scalable, the platform supports both single‑family and multi‑family offices and integrates leading SS&C solutions.