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Global Family & Private Investment Offices

Technology Solutions

Tailored tools and services to meet your family office data management and performance reporting needs.

Family Offices have access to more data, managers, and investments than ever before. Accounting for, managing, and reporting upon all assets belonging to a family while accommodating individual needs presents a significant challenge for any family office. By leveraging the best of Northern Trust’s institutional and private client technology capabilities via a single integrated technology platform, we offer powerful end-to-end technology and reporting solutions designed for and by family offices.

Our Technology

Tailor your technology solution to your specific needs with our on-demand, decision-ready tools and services for family offices.

Integrated Accounting Solutions

Technology-enabled partnership accounting and general ledger solutions

Partnership Accounting

Fully automated income allocation and reallocation with specific allocations for P&L, capital activity contributions, distributions and deferred capital processing.

Tax Accounting

Layering and entitlement/aggregate tax allocation methodologies. Fully automated tax allocation and 704c tracking. Production of tax worksheets for 1065s and K-1s.

General Ledger

Integrate book/tax general ledger(s) with market discount/premium/OID amortization and accretion Trial balance, account detail, financial statements modules and portfolio reconciliation.

Anchor Analytics 

Powerful reporting and data visualization tools to intuitively navigate data. 

Visualizations and self-service dashboards

Quickly design compelling dashboards and charts based on the data you select.

Analyze and report on data

Cut large segments of data into smaller parts and find the right level of detail for analysis.

Aggregated databases

Integrate uploaded files with your Northern Trust data. 

Single interface

Personalize your experience with tailored, guided experience over any device


Backed by the experience, innovation and advisory capabilities of Northern Trust, our suite of integrated technology solutions provides comprehensive information gathering, money movement, accounting and GL solutions, data aggregation, and reporting capabilities, resulting in a complete picture of a family’s net worth while supporting the day-to-day tasks that occur within a family office and among its advisors.

Global Family Offices

Let us help meet the complex technology needs of your family office

Discover how we can work together to optimize your family office's operations and investments through cutting edge technology.