Precision Technology Selection for Family Offices

Your family office runs on 14 logins, 3 spreadsheets, and a prayer. We fix that.
We've rebuilt the operating infrastructure for single and multi-family offices managing $50M to $5B+ in assets.

ENGAGE KEYPOST

ABOUT US

KeyPost is your Family Office tech stack strategy partner.

The problem: Your data lives in 6 places. Your team wastes hours reconciling. Your reporting is always late.

The cause: You bought tools before you had a plan. Most family offices do.

What we do: We consolidate your data, align your systems, and give you one operating picture across every entity and asset class.

We've helped Family Offices pick the right systems, get rid of messy data, get off QuickBooks, and professionalize the technology across all their entities. They start looking like a real enterprise. Every day. We're not a software product. We're a strategic partner who ensures your systems, data, and workflows are Family Office standard.

OUR METHODOLOGY

01

Discover

We map your current data landscape — structure, accounting, reporting, and operations — to build a complete picture of how information flows across your family office.

01

Discover

We map your current data landscape — structure, accounting, reporting, and operations — to build a complete picture of how information flows across your family office.

01

Discover

We map your current data landscape — structure, accounting, reporting, and operations — to build a complete picture of how information flows across your family office.

02

Analyze

We assess your current data landscape, systems, and workflows to understand what's working, what's not, and where the right technology can make the biggest impact.

02

Analyze

We assess your current data landscape, systems, and workflows to understand what's working, what's not, and where the right technology can make the biggest impact.

02

Analyze

We assess your current data landscape, systems, and workflows to understand what's working, what's not, and where the right technology can make the biggest impact.

03

Recommend

We identify the right technologies based on budget, operational needs across front and back office, and the family's goals — ensuring every tool serves a clear purpose.

03

Recommend

We identify the right technologies based on budget, operational needs across front and back office, and the family's goals — ensuring every tool serves a clear purpose.

03

Recommend

We identify the right technologies based on budget, operational needs across front and back office, and the family's goals — ensuring every tool serves a clear purpose.

04

Implement

We represent the family office through vendor procurement, contract negotiation, and hands-on implementation — ensuring a smooth transition from selection to go-live.

04

Implement

We represent the family office through vendor procurement, contract negotiation, and hands-on implementation — ensuring a smooth transition from selection to go-live.

04

Implement

We represent the family office through vendor procurement, contract negotiation, and hands-on implementation — ensuring a smooth transition from selection to go-live.

KEY SERVICES

Tailored solutions for complex family office environments.

Data Strategy & Roadmap

Go from 6 disconnected systems to one source of truth. Without blowing up what works.

Data Strategy & Roadmap

Go from 6 disconnected systems to one source of truth. Without blowing up what works.

Data Strategy & Roadmap

Go from 6 disconnected systems to one source of truth. Without blowing up what works.

Vendor Selection & Management

We've evaluated 100+ platforms. We know which ones actually work for offices your size.

Vendor Selection & Management

We've evaluated 100+ platforms. We know which ones actually work for offices your size.

Vendor Selection & Management

We've evaluated 100+ platforms. We know which ones actually work for offices your size.

Technology Implementation (optional)

We don't just recommend. We sit in the room with the vendor until it's live and working.

Technology Implementation (optional)

We don't just recommend. We sit in the room with the vendor until it's live and working.

Technology Implementation (optional)

We don't just recommend. We sit in the room with the vendor until it's live and working.

AREAS OF EXPERTISE

KeyPost evaluates and advises on the full spectrum of technology platforms serving institutional family offices and private investment enterprises.

Portfolio Management

Comprehensive evaluation of platforms for multi-asset portfolio tracking, performance attribution, and consolidated reporting.

Portfolio Management

Comprehensive evaluation of platforms for multi-asset portfolio tracking, performance attribution, and consolidated reporting.

Portfolio Management

Comprehensive evaluation of platforms for multi-asset portfolio tracking, performance attribution, and consolidated reporting.

General Ledger and Partnership Accounting

Specialized systems for complex partnership structures, capital account management, and investor reporting requirements.

Ledger & Partnership Accounting

Specialized systems for complex partnership structures, capital account management, and investor reporting requirements.

Ledger and Partnership Accounting

Specialized systems for complex partnership structures, capital account management, and investor reporting requirements.

Data Aggregation

Integration architecture that unifies disparate data sources into a single, authoritative view of your financial position.

Data Aggregation

Integration architecture that unifies disparate data sources into a single, authoritative view of your financial position.

Data Aggregation

Integration architecture that unifies disparate data sources into a single, authoritative view of your financial position.

Reporting & Analytics

Sophisticated reporting frameworks that deliver the insights your stakeholders require with precision and clarity.

Reporting & Analytics

Sophisticated reporting frameworks that deliver the insights your stakeholders require with precision and clarity.

Reporting & Analytics

Sophisticated reporting frameworks that deliver the insights your stakeholders require with precision and clarity.

"KeyPost helped us cut our monthly reporting time by 60% and finally gave us a unified view of our private equity holdings."

– CIO, Single Family Office

"KeyPost helped us cut our monthly reporting time by 60% and finally gave us a unified view of our private equity holdings."

– CIO, Single Family Office

"KeyPost helped us cut our monthly reporting time by 60% and finally gave us a unified view of our private equity holdings."

– CIO, Single Family Office

"The tool-agnostic approach was refreshing. We didn't get sold a platform; we got a solution."

– Operations Director, Multi Family Office

"The tool-agnostic approach was refreshing. We didn't get sold a platform; we got a solution."

– Operations Director, Multi Family Office

"The tool-agnostic approach was refreshing. We didn't get sold a platform; we got a solution."

– Operations Director, Multi Family Office

ENGAGE KEYPÒST

Every conversation starts with a 30-minute call. No pitch. Just an honest assessment of where you are and what's possible.