Miles Software

Family offices running across multiple entities, custodians, and asset classes typically face a fragmented operational stack: reconciliation gaps, manual reporting, and accounting workflows that break under complexity. Miles Software built MoneyWare specifically to address this, offering a dedicated family office module that consolidates portfolio management, trading, investment accounting, and CRM into a single system. The company, now part of EbixCash, has operated across more than 20 countries and counts over 300 financial services clients, including major private banks, asset managers, and custody operations.

The MoneyWare Family Office solution covers both single and multi-family office structures, with particular depth in the following areas:

• Consolidated reporting across multiple entities and asset classes with customizable formats
• Automated investor accounting for allocating assets, gains, and losses across family members
• Integrated General Ledger interface for clean transaction data
• Portfolio modelling and rebalancing across all accounts
• Built-in compliance monitoring and reconciliation against a large custodian network
• CRM for tracking contacts, advisors, and client relationships

Miles Software is primarily India-headquartered, with offices in the United Kingdom, UAE, and Philippines, which shapes its client base and regional compliance coverage. The platform supports mobile access for portfolio managers and financial advisors on the go. Pricing is not publicly disclosed, and the platform targets wealth management institutions and family office operators rather than small or self-directed offices. Buyers with requirements outside South Asia, the Middle East, or select European markets should verify regional regulatory coverage before committing.