Multi-asset, built in
Real estate, private equity, venture, crypto, public equities, and commodities tracked together with the right treatment for each.
Family Offices
Every holding, every entity, one platform.
Family offices manage complexity across generations: diverse holdings, multiple asset classes, and evolving strategies. Easefolio consolidates the entire portfolio into a single platform with live visibility for principals and advisors.
All
Asset classes in one view
Real-time
Valuations across currencies
Clean
Reporting for principals
All solutionsFamily Offices
Why family offices choose Easefolio
Without the patchwork of spreadsheets and siloed systems.
Unified view across holdings
Brokers, exchanges, and banks connect directly. Private assets take the marks you set. Everything rolls up to one picture.
Principals and beneficiaries
Clean reporting for each family member and entity, with permissions that show each person what they should see.
Automated bookkeeping and tax prep
Continuous ledger updates and lot-level gain tracking mean tax season is a review, not a reconstruction.
Live visibility
Give principals and advisors the whole picture, instantly.
Update valuations on private assets in real time. Track stock prices across currencies. See the composition of the portfolio on any date. The same data serves the family, the advisors, and the accountants.
- Multi-asset class support built in
- Unified view across all holdings
- Real-time valuations and stock price tracking across currencies
- Clean reporting for principals and beneficiaries
- Automated bookkeeping and streamlined tax prep
Questions
Common questions about family offices.
Can we track multiple entities and trusts?
Yes. Entities, trusts, and individual accounts run on one system with clean separation, and each principal sees the holdings they are entitled to.
How does Easefolio compare to FundCount?
FundCount is a mature multi-asset ledger that assumes dedicated accountants operate it. Easefolio is built for the family and its advisors to use directly, with real-time data and a modern interface. See the full comparison.
Do our outside accountants get access?
Yes. Role-based permissions let accountants and advisors work in the same ledger instead of receiving exports.
Get started
See your family office in Easefolio.
Bring your entity chart and holdings list to a demo and we will show you the consolidated view.