Comprehensive, accurate and unbiased.

Front-to-back solutions for the family office industry
SRL Global provide families and their private offices with a holistic and integrated end-to-end institutional-grade infrastructure. Delivering greater clarity, control and insight to Monitor, Measure and Manage their wealth in single ecosystem.

• Data collection
• Transaction level account aggregation
• Reconciliation and data management
• General ledger accounting
• Security level performance calculation
• Portfolio management & monitoring
• Digital reporting & portal

Anytime. Anywhere. Any device.
Engaging the right technology partner to digitize family office to deliver strategic value, reduce risk and preserve knowledge – is a critical decision.

Our innovative design gives clients full flexibility to select and tailor our solution suite, so that it integrates seamlessly into each client’s operating model and processes however complex.

Clients are then underpinned by an institutional grade ecosystem that will support them and can be expanded as they grow.

The family office reimagined
Reconnecting information with workflow.

The most precious resource within a family office ecosystem are the people that work in it.

SRL’s communication and collaborative workflows contextualise financial information.

Connecting data and information with workflows allows in-house teams to focus resources on activities that create sustainable value, with the confidence that comes from working with contextual information.