Advisorist is the operating platform for the modern multi-family office — one place to manage every client family, every entity structure, and every professional in your network. Not a replacement for great advisors. The infrastructure that makes them faster.
Multi-family offices are running some of the most complex wealth structures in the world — and managing them out of email threads, spreadsheets, and disconnected portals. The bottleneck isn't expertise. It's infrastructure.
No complex integrations. No bank logins. Set up your office once, and every client, entity, and professional relationship is connected from that point forward.
Drop in statements, K-1s, tax returns, trust documents, and operating financials from any institution. Advisorist reads them, extracts what matters, and gets to work — no templates, no manual entry, no configuration required.
47+ formats supportedEntity structures, ownership percentages, asset positions, and key relationships are organized automatically from your documents. Every family's complete financial picture — built, connected, and ready to explore.
Entities mapped automaticallyLink every CPA, attorney, custodian, and fund manager to the clients and entities they serve. Every responsibility visible at a glance — no more hunting through email to find who's handling what.
Full network visibilityWalk into every meeting with a complete, current picture of every client. Spot issues before they become problems. Move faster than you ever have before.
Always currentAdvisorist brings together every dimension of your practice — clients, entities, professionals, and documents — in one platform built for the way multi-family offices actually work.
Central record for every client family. Entity structures mapped clearly — trusts, LLCs, partnerships, operating companies, real estate. Every relationship, every ownership percentage, every connection in one place. Stays current as structures evolve and new documents arrive.
Updates as documents arrive →Track every CPA, attorney, estate planner, custodian, and fund manager across your entire book. Know who's working on what, for which family, right now. No more hunting through email threads to find the right contact.
Contacts · Roles · Responsibilities →Upload any financial document and Advisorist reads it, extracts the key data, and connects it to the right client and entity automatically. Statements, K-1s, tax returns, PE reports — all structured, organized, and searchable.
47+ formats · Always structured →Every family's complete picture at once — net worth by entity, PE positions, liquidity, cash flow — consolidated, current, and instantly accessible. Walk into any client meeting fully prepared, every time.
Complete · Current · Consolidated →Capital calls, distributions, IRR, and K-1s tracked automatically from LP statements. Know every commitment, every return, and every due date across every family's PE portfolio — without a shared inbox or a spreadsheet in sight.
Capital calls · IRR · K-1 automation →Pilot partners don't get a generic reporting tool they have to configure. We build your reporting system from scratch — dashboards, consolidated views, and client-ready outputs designed around your office's exact families, entity structures, and asset mix. Your system. Built once, owned forever.
Built for your office · Not off-the-shelf →Advisorist doesn't replace your judgment — it removes the friction between you and the information you need to use it.
We're working directly with multi-family offices to build the platform right. Every partner gets a private 60-minute session with our founding team — we map a sample family structure live, so you can see exactly what Advisorist does for your practice before making any commitment.
Security, compliance, and data sovereignty aren't afterthoughts at Advisorist. We're built for the standards multi-family offices require.
Reach us at enterprise@advisorist.com