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INDUSTRIES: FAMILY OFFICES & WEALTH MANAGEMENT

Technology infrastructure to help family offices operate with clarity.

The most sophisticated family offices run on clean data, clear workflows, and family office technology that reflects how they actually invest. We create that foundation.

How We Help
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3,900+

Projects delivered

All Strategies

Single-family, multi-family, RIA

All Sizes

Emerging offices to established institutions

Where We See Firms Struggle with Technology

We have seen these patterns. Here is how we solve them.

01

No Unified View Across the Investment Portfolio

Alternative investments tracked in one system. Public equities in another. Real estate in spreadsheets. Family relationships in Outlook. No single view of the complete picture.

We consolidate multi-asset tracking into a single configured platform.

02

Co-investment and Deal Flow Managed Informally

Co-investment opportunities arriving by email. No systematic pipeline to evaluate or track deals. High-quality opportunities getting lost in inbox clutter.

We build structured co-investment pipelines and approval workflows.

03

Relationship Data Scattered across the Family Enterprise

Family member relationships, advisor contacts, professional service providers, and external manager relationships all siloed.

We configure relationship objects that match family office complexity.

04

Reporting that Requires Manual Assembly
Multi-asset performance reports assembled manually from custodian feeds, models, and alternative investment statements. Principals expect consolidated views.

We build reporting workflows that aggregate across asset classes.

Family offices manage relationships and investments across every asset class.

Monarch configures technology that reflects that breadth.

How Monarch Helps

Technology configured for your workflows.

Multi-Asset Portfolio Tracking

Alternatives, public equities, real estate, and direct investments consolidated into structured portfolio objects with a single view across the family enterprise.

Co-Investment Pipeline

Structured deal flow from opportunity to approval, with evaluation workflows built for how principals and investment committees make decisions.

Family & Advisor Relationships

Family members, advisors, service providers, and external managers in one relationship model that matches how a family enterprise actually connects.

Consolidated Reporting

Multi-asset performance reporting aggregated from custodian feeds and alternative investment data, so principals see the complete picture without manual assembly.

Manager & Fund Tracking

External manager relationships, commitments, capital calls, and distributions tracked alongside direct investments.

Platform Advisory

Evaluating whether your current platform fits your office structure? We have configured platforms for single-family, multi-family, and RIA models.

A few of the platforms we deliver
Intapp
Salesforce
PitchBook
S&P
Equilar
Factset
BoardEx-_1_
Dun-_-Bradstreet
Preqin
What Our Clients Say

Don’t take our word for it, take theirs.

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"They are exceptional. They produced outstanding and customized results for my firm where their work will have an immediate impact on the way that we operate as a team. They really listened to the client (me!) and were able to incorporate my feedback, understand my goals, and execute."
Principal,Private Equity Firm Focused on Taking Active Minority Interests in Mid-market and Growth-stage Companies
“I am grateful to the team for their commitment to project excellence.”
Chief Compliance Officer, Global Mid-market Advisory Firm, Focused on Strategic M&A and Capital Raises
“I was very impressed. They implemented the Pitchbook / DealCloud integration much quicker than we expected. They were very responsive and took all of our suggestions into account.”
Principal,Investment Advisor Managing a Fund-of-Funds
“Great experience with the team.”
Managing Director, 70-year-old Investment Bank, Focusing on the Built Environment
"The previous system was fraught with issues… Thanks to your extraordinary efforts, we now have a CRM system that we can be proud of. Your collaborative spirit and focus on delivering quality results have truly made a significant impact. Please accept our heartfelt thanks and appreciation for everything you have done.”
Senior Marketing & Client Development Manager200+ Attorney Labor and Employment Law Firm
“Extremely responsive and open to our feedback.”
Investment Professional,Incubation and Investment Platform
“The implementation team worked with us to ensure we had the best possible platform.”
Private Equity Associate,Private Equity Firm Focused on Mid-market Investments
"We could not have asked for better implementation support!"
Partner & President,Private Investment Firm Focusing on Energy and Government Contracting Suppliers

Datasheet

Monarch implements
80+ workflows, integrations, and customizations.

See what’s possible.

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