Who can automate operations for a multi-family office?

Four kinds of provider automate operations for a multi-family office. The vendor of the platform you run, Addepar, Masttro, Aleta or Altoo, implements what it sells. A partner the vendor lists works inside that platform. An outsourced family office administrator puts its people on the work. An independent builder, such as Alea Applied AI, builds across the tools you already run and stays to operate it. Your own team switches on what you already pay for.

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Who does this work, and when does each one fit?

The first four are providers; the fifth is doing it yourself. They overlap, and each starts from a different part of the office's work. What each company says is from its own pages, read on 25 October 2026, and the prices on this page are in dollars, as the pages print them.

  1. The platform vendor's own team

    Each of the four platforms named here offers its own implementation. Addepar's services page describes a Premier+ Plan under which its Professional Services team works with you to design and execute your implementation and configuration, with two training seats a year at Addepar Academy, and its family office page says Addepar pairs a client with a dedicated implementation team and that timelines vary with legacy data, custodial feeds and historical migration. Masttro's FAQ says onboarding typically takes twelve to fourteen weeks, with a dedicated implementation specialist and project manager, and that support and training are included at no extra cost after go-live. Aleta's page of official facts for AI assistants, updated 20 October 2026, says a typical implementation takes four to eight weeks from kickoff to live reporting, with a dedicated data management team reconciling bank and custodian feeds daily. Altoo's services page describes a dedicated onboarding specialist and a designated relationship manager, and its data page says dedicated project managers and connectivity specialists support the onboarding of your data. This route fits when the platform already covers the job and the gap is that nobody has set it up.

  2. A partner or consultant the vendor lists

    Addepar's partners page lists Services Partners, which it says help clients design, implement and operate the Addepar platform, refers you to your Client Success Manager or the Addepar Partnerships Team, and in that section shows the logos of four firms. Its Integration Center's Services and Consultants category, described as a growing ecosystem of consultants, lists eight firms, and files three of them, Amplify, EY and Mirador, under Certified Services Partner and the other five under Consultants. Masttro's partnership programme page names as its partners technology companies building accounting, tax, document and AI tools, data providers such as custodians and fund administrators, and advisory firms that deliver Masttro to the families they serve; it says partners join its sales cycles and co-host webinars, and it does not say they implement the platform. Aleta's facts page and Altoo's multi-family office page name no consulting or implementation partner. This route fits when you are staying on one platform, want it configured by someone who knows it, and the vendor can point you to one.

  3. An outsourced family office administrator

    An administrator puts its own people on the office's work rather than a system. IQ-EQ's UK family office services page lists single-family, multi-family and virtual family office establishment and management, multi-asset class administration and reporting, risk management, compliance and reporting, and CFO services, and names its reporting platform, IQ-EQ Cosmos. Ocorian's family office page says it provides formation and ongoing administration for all types of family office, can act as an outsourced family office or multi-family office, and works with established family offices or advisers to fill gaps in their in-house provision; it says its services take care of the details, from bookkeeping to bank accounts to staff management and payroll. Neither page prints a price or a timeline, and neither mentions onboarding families, KYC or document collection. This route fits when you want the administration done rather than a system to own, or when the office needs people it cannot hire.

  4. An independent builder

    An independent builder builds the workflow across what the office already runs and operates it afterwards. That is our work. For a multi-family office we run family onboarding and KYC refresh, documents collected once across advisers, vendor requests and approvals in one place, and family reporting packs, inside the software you already use, Addepar, Masttro, Aleta and Altoo among them. Every action sits behind one of three gates: it runs on its own, it drafts and then waits for a person, or a person decides; every access is logged, sensitive data is kept apart, and no client is named without consent. The acceptance criteria are written before any build begins, and anything the rules do not cover goes to a named person with the context already gathered. This route fits when the work falls between the platform, the advisers' inboxes and the family's own documents, and when nobody in the office owns it.

  5. Your own team

    Each vendor offers something for doing it yourself. Addepar's services page lists best practice guides and templates, courses and webinars, and an online Help Center, and its private trainings registration page, which carries no date, lists a private on-site Addepar 101 for ten to fifteen participants at 0 dollars and the three-day Addepar 200 Power User Series for eight to fifteen participants at 12,000 dollars, each plus the trainers' travel and expenses and breakfast and lunch for all attendees. Masttro's FAQ counts training the team as part of onboarding, and Altoo's services page says each user can be making the most of Altoo in a matter of days. If the platform you pay for already does what you need and someone in the office has the hours and the interest, switching it on is the place to start. It stops fitting when that person is the one the families call.

What do we do, and on what terms?

We build and run the system inside the software your office already uses. It starts with a review, about a week, that finds where requests and documents stall and what each fix is worth. The build is then scoped and quoted at a fixed price, and a first working version is usually live in two to four weeks: one client journey, live in your systems, against a written baseline. The acceptance criteria are written before any build begins: what the system will do, measured how, by when. If it misses, the fix is ours. After that we run and extend it, monthly, and you can cancel at any time.

What should you ask before you sign with anyone?

When are we the wrong choice?

Frequently asked questions

Who can automate operations for a multi-family office?

The vendor of the platform you run, a partner that vendor lists, an outsourced family office administrator, an independent builder, or your own team. The vendor and its partners set up the product you bought, and an administrator puts its people on the administration. An independent builder connects the platform, the advisers' requests and the family's documents into one workflow, inside the software you already use, and runs it.

What do Addepar, Masttro, Aleta and Altoo say about implementation?

Addepar's family office page says it pairs a client with a dedicated implementation team and that timelines vary with legacy data, custodial feeds and historical migration, and its services page describes a Premier+ Plan under which its Professional Services team works with you to design and execute your implementation. Masttro's FAQ says onboarding typically takes twelve to fourteen weeks, with a dedicated implementation specialist and project manager, covering the entity map, custodian feeds, historical documents and training the team. Aleta's facts page says a typical implementation takes four to eight weeks, and its white-label page says custodian and bank connections are established in the first week and principals typically have mobile access within two weeks. Altoo's data page says dedicated project managers and connectivity specialists support the onboarding of your data, and its services page says each user can be making the most of Altoo in a matter of days.

What do the vendors' own pages say about price?

On 25 October 2026 Masttro's pricing page printed no plan and no price and said pricing does not scale with assets under management; its FAQ says the fee is a flat annual one based on the number of estates, entities, custodial relationships and alternative investment feeds. Aleta prints a starting price on its page of official facts for AI assistants, updated 20 October 2026: 1,000 dollars a month, 12,000 dollars a year, as a subscription based on platform scope and services, never a percentage of assets under management. Addepar's services page and family office page print no price, and Altoo's single family office page says its yearly licence fee varies with the modules selected and is based on the number of banking relationships rather than net worth, without a figure. Ours starts with a review, about a week, and the build is then quoted at a fixed price.

Do Addepar, Masttro, Aleta or Altoo list consultants?

Addepar's partners page lists Services Partners, which it says help clients design, implement and operate the Addepar platform, refers you to your Client Success Manager or its partnerships team, and in that section shows the logos of four firms. Its Integration Center's Services and Consultants category lists eight firms, and files three of them, Amplify, EY and Mirador, under Certified Services Partner. Masttro's partnership programme page names technology companies, data providers and advisory firms that deliver Masttro to the families they serve as the kinds of partner it works with, and does not say partners implement the platform. Aleta's facts page names no consulting or implementation partner, and neither does Altoo's multi-family office page.

What does an outsourced family office administrator do?

It puts its own people on the office's work. IQ-EQ's UK family office services page lists establishment and management of single-family, multi-family and virtual family offices, multi-asset class administration and reporting, risk management, compliance and reporting, and CFO services, with a reporting platform it calls IQ-EQ Cosmos. Ocorian's family office page says it provides formation and ongoing administration for all types of family office, can act as an outsourced family office or multi-family office, and fills gaps in an established office's in-house provision. Neither page prints a price or a timeline.

Who sees the families' data, and is every access logged?

Ask every provider, and read the answer in the contract. Masttro's FAQ says its own employees cannot see underlying data such as account numbers, holdings or assets under management, and that role-based permissioning lets a family decide who sees what; Aleta's facts page describes role-based permissions down to entity and asset level; Addepar's family office page describes portals with granular permissioning; Altoo's multi-family office page describes a closed user ecosystem for sharing messages and documents and the capability to share access with stakeholders who work for wealth owners. In what we build, every access is logged, sensitive data is kept apart, no client is named without consent, and payments and anything sensitive are decided by a person.

Sources

Every statement on this page about a named company, a price or a rule was read at its source on 25 October 2026. Prices and policies change: read them again before you rely on them.

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