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Global Family & Private Investment Offices

Technology Solutions

Tailored tools and services to meet your family office data management and performance reporting needs.

Family Offices have access to more data, managers, and investments than ever before. Accounting for, managing, and reporting upon all assets belonging to a family while accommodating individual needs presents a significant challenge for any family office. By leveraging the best of Northern Trust’s institutional and private client technology capabilities via a single integrated technology platform, we offer powerful end-to-end technology and reporting solutions designed for and by family offices.

Our Technology

Tailor your technology solution to your specific needs with our on-demand, decision-ready tools and services for family offices.
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      Aggregation Solutions

      Family offices manage a wide array of assets – from bank accounts to real estate to alternative assets – that come with complex reporting requirements.

      Whether you are looking for data on bank accounts, managed accounts or specialty assets like art, wine, boats and planes, we offer a variety of data aggregation solutions, so you have a single source of data.

      Transactional Efficiency

      Securely initiate and approve monetary transfers and trades from anywhere.

      Northern Trust’s money movement, trade and FX tools are designed to increase operational efficiency and security for family offices. Protect your information, import multiple transactions and expedite the approval process.

      Performance Reporting

      How is your family office portfolio performing? Are investments contributing to overall return? Or detracting from the desired risk profile?

      Our performance modules improve decision making with flexible dashboards, on-demand access to information and a broad suite of reports to analyze portfolio performance.

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      Integrated Accounting Solutions

      Technology-enabled partnership accounting and general ledger solutions

      Partnership Accounting

      Fully automated income allocation and reallocation with specific allocations for P&L, capital activity contributions, distributions and deferred capital processing.

      Tax Accounting

      Layering and entitlement/aggregate tax allocation methodologies. Fully automated tax allocation and 704c tracking. Production of tax worksheets for 1065s and K-1s.

      General Ledger

      Integrate book/tax general ledger(s) with market discount/premium/OID amortization and accretion Trial balance, account detail, financial statements modules and portfolio reconciliation.

      Anchor Analytics 

      Powerful reporting and data visualization tools to intuitively navigate data. 

      Visualizations and self-service dashboards

      Quickly design compelling dashboards and charts based on the data you select.

      Analyze and report on data

      Cut large segments of data into smaller parts and find the right level of detail for analysis.

      Aggregated databases

      Integrate uploaded files with your Northern Trust data. 

      Single interface

      Personalize your experience with tailored, guided experience over any device

      YOUR DATA: ANY PLACE, ANY TIME

      Backed by the experience, innovation and advisory capabilities of Northern Trust, our suite of integrated technology solutions provides comprehensive information gathering, money movement, accounting and GL solutions, data aggregation, and reporting capabilities, resulting in a complete picture of a family’s net worth while supporting the day-to-day tasks that occur within a family office and among its advisors.

      Services

      Working with you and your advisors

      We can find the right level of our engagement to help you improve your wealth transfer plan.

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      Global Family & Private Investment Offices

      Enterprise-wide support for family offices, foundations, private trust companies and private investment companies.

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      Trust and Estate Services

      Modern fiduciary expertise to preserve and protect your wealth and legacy.

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      Global Family Offices

      Let us help meet the complex technology needs of your family office

      Discover how we can work together to optimize your family office's operations and investments through cutting edge technology.