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.

• Portfolio management and rebalancing across multiple accounts and entities
• Investment accounting and General Ledger integration
• Consolidated performance reporting for family members and advisors
• Trade order management and execution
• Compliance monitoring and custodian reconciliation
• Investor accounting and asset allocation across family structures

• Automated investor accounting for multi-member family structures
• Customizable and automated portfolio reporting
• Built-in CRM for contact and advisor management
• Portfolio modelling and rebalancing tools
• Integrated General Ledger interface
• Real-time portfolio and position data access
• Compliance and regulatory monitoring
• Mobile access for portfolio managers and advisors
• Custodian reconciliation with large network coverage
• Automated billing for revenue management

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Advisors / Wealth Advisors (RIA).

Phone and email support mentioned; responsive support team referenced in client testimonials

Implementation completed in three months referenced in one client case