Investment tracking software for Family offices
Investment tracking software for family offices — StockRoute helps family offices track a portfolio across brokerages and build a rolling cash-flow forecast in one place. See how it fits your workflow.
The challenges family offices face
Family offices juggle track a portfolio across brokerages, build a rolling cash-flow forecast, automate financial reporting, monitor investment performance, rebalance a portfolio — often across spreadsheets and disconnected tools.
How StockRoute helps family offices
- Multi-brokerage portfolio tracking — tailored to family offices
- Performance monitoring — tailored to family offices
- Rebalancing — tailored to family offices
- Reporting automation — tailored to family offices
- Watchlists & alerts — tailored to family offices
Getting started
Family offices can be up and running on StockRoute in a day. Import your data, invite your team, and automate track a portfolio across brokerages.
Try StockRoute free
Investment tracking software built for active investors and financial advisors. Flat, predictable pricing — no per-seat surprises.
Start free with StockRoute →Frequently asked questions
Is StockRoute good for family offices?
Yes — StockRoute is designed for active investors and financial advisors, including family offices, with multi-brokerage portfolio tracking, performance monitoring, rebalancing.