Family offices are moving beyond experimentation into a new era of digital maturity, according to the newly released Family Office Software & Technology Report 2025 from Simple. The annual study maps how family offices are evolving their technology stacks and operational models amid rapid advances in AI, automation, and data integration.
Drawing on insights from 40 technology providers, 11,000+ platform users, and a series of family office interviews and polls, the report highlights a measurable shift from fragmented adoption to strategic implementation. Integration and data quality have overtaken visual reporting as the top technology priorities, signalling a decisive move toward outcome-driven transformation.
“After years of fragmented adoption, family offices are no longer passengers in the technology journey. They’re involved in its shaping,” said Francois Botha of Simple.
“The systems being designed today, built to connect data, automate workflows, and enhance decision-making, will define operational advantage for years to come.”
Among the report’s findings:
- 92% of vendors now deploy AI, with half embedding it in reconciliation, reporting, and onboarding processes.
- Integration remains the leading challenge, particularly for private-market data, cited by 73% of respondents.
- Excel reliance is falling sharply, with only a quarter of new buyers using spreadsheets as a primary reporting tool.
- Trust has emerged as the new KPI, replacing “time-to-launch” with “time-to-trust” as the defining benchmark for success.
The research also highlights emerging regional patterns. Digital maturity is rising fastest in the UAE, Singapore, and parts of Africa, where many new family offices are building cloud-native systems from inception. Vendors, meanwhile, are redirecting investment toward faster onboarding and modular functionality as buyer expectations evolve.
An established and anticipated release, the Simple Software & Technology Report has become a reference point for the global family office ecosystem, offering data-driven benchmarks and practical insights into how firms are future-proofing their operations.
The full Family Office Software & Technology Report 2025 is available here.
