---
title: "Figen Ai | Heritage AI Suite for Family Offices"
description: "Supervise multi-bank assets: aggregation, performance analysis, structured products, and KYC/AML compliance for demanding Family Offices."
canonical: "https://www.figenai.com/en/family-office"
locale: "en"
updated: "2026-01-16"
---

# The heritage suite for family offices

## Would you like to?

- Optimize the quality of your advice while fully complying with regulatory requirements
- Optimize the management of your business
- Have tools that are suitable and compliant for your activities
- Save time and monitor the performance of your advice: financial analysis, account statements, reports

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## Reinventing wealth management

Consolidate all aspects of your clients' wealth to enhance your tax, social and inheritance advice.

- Benefit from powerful simulators to showcase your advice and save time with an intuitive interface.
- Advise and illustrate the impact of your recommendations to optimize your clients' wealth situations.
- Strengthen relationships with your clients, benefit from software adapted to your mobile use and continuously updated.

---

## The multi-service digital platform for products

- Design your products
- Conduct the online tender with 20 counterparties
- Benefit from a unique tracking and reporting tool
- Monitor your structured products over time

---

## A powerful wealth CRM to manage your business and client follow-up

- Grow your business with a management and oversight tool for your client portfolios.
- Automatically aggregate accounts and contracts, and analyze the performance of your clients' portfolios.
- Offer your clients a portal with a 360° view of their assets.
- Build your regulatory journeys (KYC / AML/CFT) in compliance with directives (IDD / MiFID) with integrated electronic signature.

## Try it free for 14 days.

[Try now](https://app.figenai.com/register)

[Request a demo](https://cal.com/team/figen-ai/demonstration-figen-ai)

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