Family Office Software

Family Office Software

by Richard C. Wilson & Family Offices Group Association Team

Find Out Why More than 250 Family Offices Rely on Advent Software

Advent® for Family Offices is the industry’s first fully integrated enterprise solution designed to meet the specialized investment management and reporting requirements of single-family and multi-family offices. More than 250 family offices around the world, managing assets from $50 million to $5 billion, leverage Advent’s reliable and proven investment management tools. The solution includes portfolio management, portfolio monitoring, research management, trading, custodial data and total wealth reporting. More than 450 automated custodian data interfaces enable you to deliver reconciled, personalized reports to your clients the day after month-end and increase employee productivity. Customized reports can be easily created without the involvement of valuable IT resources, thus reducing costs and increasing client satisfaction. Once the reports have been created, Advent for Family Offices’ powerful, integrated CRM and report management capabilities automate collation and production of quarterly reporting packets.

To see a custom product demonstration or to request a client reference, contact us at (800) 685-7688, or email us at, or visit our website at

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We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel