For Family Offices

Sophisticated Solutions Delivered with Ease

High-net-worth individuals and families can make for complex investment strategies. The software you use to manage them doesn't have to be. Nth Round enables you to meet the needs and exceed expectations of single and multi-family offices with a simple, secure platform.

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Family Offices Streamline Back-Office Workflows with Nth Round

Manage the complexities of ownership with powerful reporting, communication and tracking tools.

Asplundh
Alera Group
Maguire Hayden
PharmaJet
JM Search
High Five
Vermeer
Founding Farmers
Mazzetti
Vestria
Unilog
E.D. Etnyre & Co.

Investor communication is more important than ever.

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Everything you need in one place

Save valuable time and effort by centralizing everything your family office clients need,
organized and accessible in a single, secure platform.

Investor Portal

Deliver the transparent, modern experience your investors expect. Dynamic dashboards, secure document vaults, account snapshots, and personalized communication enable Family Offices to maximize their investor relations needs.

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Cap Table Management

Simplify how you manage investments and assets across a range of portfolios and structures. Filter and sort investors by fund type, investment size, and custom tags to streamline reporting and investor communication.

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Secure Document Management

Streamline operations with secure document vaults and private data rooms. Save time and reduce stress by storing important documents in a single, secure location with on-demand.

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Track Performance

Manage portfolios and seamlessly track equity-related activities. Key events, like capital calls and distributions can easily be sorted, viewed, and exported.

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Learn why Nth Round is a valued partner for family offices of all sizes

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