Top 25 Family office software providers based in South Africa

“Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…”

“Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth.”

“Fundamental Software is a specialist Investment Management Software company providing innovative solutions and quality services to investment companies.”

“Elite Wealth provides a software solution for medium to large financial advisory companies.”

“FINWorks offers: 1.”

“Definitive is a privately owned wealth management business built on clarity, discipline, and care.”

“Wealthpoint Capital is a private client wealth and asset management business that specializes in bespoke portfolio management, fund management, and investment family office…”

“Designed to make your business more efficient and profitable, FSPHub is a totally customisable practice management solution that will help you achieve and maintain control…”

“As an independent family wealth management company, Family Wealth Custodians understands that our clients' families are their greatest wealth.”

“Robert Cowen Investments (RCI) is a Family Office and niche investment house, managing private clients assets and specialising in family wealth management.”

“ISGAM’S CORE SERVICES ARE • In-house portfolio management and investment research.”

“Bayswater Capital is a well-established investment house trusted by high-net worth and family office clients for our customised investment and derivative solutions.”

“Mosaic Family Office is a multi-family office specialist that provides niche and tailored professional services to affluent individuals, their families, and their related…”

“AdviceTech offers an industry leading, comprehensive Financial Planning and Advisory software package designed to suit the individualised needs of small, medium and large Category…”

“Lautus Solutions provides wealth managers with an industry leading investment administration platform that delivers a single investor view and comprehensive management of…”

“O'Brien Financial was established in 1970 by the late Ivan O'Brien.”

“Finway International is a boutique investment management firm dedicated to growing, preserving and transferring wealth across generations.”

“Auro is a family wealth office in which the administrative, fiduciary, management and risk aspects of our clients are addressed on a comprehensive basis.”

“Wealth Legacy gives you the opportunity to partner with a professional and caring team.”

“Garde Capital is a boutique family office management firm based in Stellenbosch, South Africa.”

“We are a highly motivated team who aspire to achieve optimal results for our clients.”

“Maven Insight Capital is a private investment firm which provides wealthy individuals with outsourced family office investment services as well as discretionary portfolio…”