Solutions / Family Offices

Run an institutional portfolio with a small team.

A family office makes the same decisions as a pension fund, usually with two or three people and a principal who wants the answer today. FundFrame reads the statements, books the cash flows and keeps every manager on one record, so your team spends its time on the investments.

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The painted houses along Nyhavn in the last of the sun

One platform from the first meeting to the quarterly report

Everything your office needs in one place.

Most family offices run their alternatives on a CRM, a few spreadsheets, an inbox and a folder of PDFs. FundFrame puts all of it on one platform, built for a team of two and ready for a team of twenty.

01

One platform instead of five tools

The managers you meet, the funds you diligence and the positions you hold sit on one record, from the first meeting to the quarterly report. Nothing is copied between systems.

02

Enterprise software without the enterprise cost

Your team works on the same platform pension funds use, with pricing and onboarding sized to a family office rather than to a fifty-person allocator.

03

Grows with the office

Start with the people you have and add colleagues and outside advisors as the office grows. Everything your team has built stays on the same record.

04

Live within days

FundFrame runs in the browser and we import your spreadsheets as part of onboarding. There is nothing to install and no consultant to hire.

Around the table

A wood-panelled office with a single desk, a leather chair and an orchid on the cabinet

The principal, the investment team and the outside advisors, working from the same record.

Your advisors

Invite your accountant or an outside adviser as a Viewer. They can read what your team keeps in FundFrame without being able to change it.

Your data

Everything is encrypted and hosted in Frankfurt, and FundFrame is ISO 27001 certified. Your team can export every record whenever it wants. Read about security

Investment report with commitment, NAV and cash flow development over time

The answer for the principal in one link.

Exposure, performance and cash flow for the whole portfolio on one page. Send it as a link before the family meeting instead of building a deck the night before.

Common questions

Something else? Get in touch.

Both. A family office of two runs the same investment process as a pension fund's alternatives team, with far less time to do it in. Your team gets the same platform the institutions use, with onboarding and pricing sized to a family office.
Most family offices are live within days. FundFrame runs in the browser, so there is nothing to install, and we import your existing spreadsheets as part of onboarding.
Yes. Invite your accountant or an outside adviser as a Viewer, and they can read what your team keeps in FundFrame without being able to change it. Each user is an Admin, an Editor or a Viewer, so you decide who can change the data and who can only read it.
Yes. We import from Excel, CSV and most CRM exports. Capital account statements, notices and quarterly reports can be uploaded as they are, and FundFrame reads the figures into your portfolio.
In Frankfurt, and your data stays inside the European Union. FundFrame is ISO 27001 certified and SOC 2 Type II compliant, and the security page sets out how your data is protected.
Yes. Every record can be exported at any time, from the manager records and notes to the fund figures. If your team also needs the original documents, tell us and we will arrange it.

See how your family office would run on FundFrame.

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