Majlis
Majlis is a web operating system for family offices and private wealth managers.
What Majlis is
Majlis is a web operating system for family offices and private wealth managers. It combines portfolio oversight, compliance, succession, documents, and team management. The portfolio dashboard consolidates public and private holdings across currencies and custodians, with live market data and performance analytics. Compliance tools provide sanctions screening, PEP checks, adverse-media monitoring, risk scoring, and audit trails. Its document vault adds AI classification, expiry tracking, encrypted storage, and AML screening for uploaded files. A conversational assistant answers portfolio questions, generates reports, summarizes documents, and drafts compliance memos. Majlis lists more than 100 direct bank integrations, multi-custodian aggregation, market data, compliance, payments, alternative investments, and travel and lifestyle connections. Custom APIs and white-glove onboarding are available. Security descriptions include AES-256 at rest, TLS 1.3 in transit, multifactor authentication, trusted devices, and tamper-proof logs. Hosting offers UAE, EU, and Singapore residency options.
Good
- Consolidates public and private holdings
- Includes extensive compliance screening tools
- Encrypted document vault with AML screening
- Conversational portfolio and document assistant
- Offers regional private-cloud hosting
Watch out
- Web platform only
- Essentials limits entities, profiles, and seats
- Enterprise pricing is custom
- Designed for family offices and wealth managers
Who it suits
Majlis suits emerging, established, and multi-family offices, private wealth managers, and institutions. Its plans separate smaller offices from organizations needing dedicated infrastructure or integrations.
Verdict
Majlis brings investment, compliance, documents, and team workflows into one platform. Plan selection depends on organization size, seats, entities, and infrastructure requirements.
Plans and prices
From Majlis's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Essentials | $2,500 a month | Up to 3 entities · Up to 25 KYC/KYB profiles · 5 team seats · From $2,500/month |
| Professional | $5,000 a month | Unlimited entities & portfolios · 15 team seats · From $5,000/month |
| Enterprise | Priced on request | Unlimited seats & entities · Dedicated infrastructure · Custom integrations · Custom |
The facts
Each one read from Majlis's own pages, with the date it was checked.
What it does
- AI assistant
- The AI assistant can answer portfolio questions, generate reports, summarize documents and draft compliance memos through natural conversation.checked 7 Oct 2026
- Compliance
- The KYC and compliance tools include sanctions screening, PEP checks, adverse media monitoring, risk scoring and audit trails.checked 7 Oct 2026
- Compliance claims
- The site lists ISO 27001, ISO 9001, SOC 2 Type II, GDPR, DIFC/ADGM and PCI DSS under security and compliance.checked 7 Oct 2026
- Custom onboarding
- The site says Majlis supports custom API integrations and white-glove data onboarding.checked 7 Oct 2026
- Documents
- The document vault offers AI classification, expiry tracking, secure storage with end-to-end encryption and AML screening of uploaded files.checked 7 Oct 2026
- Hosting
- Majlis says it offers private cloud hosting with data residency options in the UAE, EU and Singapore.checked 7 Oct 2026
- Integrations
- Majlis lists more than 100 direct bank integrations, multi-custodian aggregation, market data, compliance, payments, alternative investment and travel and lifestyle connections.checked 7 Oct 2026
- Intended customers
- The site describes Essentials for emerging family offices, Professional for established family offices and Enterprise for multi-family offices and institutions.checked 7 Oct 2026
- Location
- The site lists Dubai, United Arab Emirates as its location.checked 7 Oct 2026
- Portfolio management
- Its portfolio dashboard consolidates public and private holdings with multi-currency support, multiple custodians, live market data and performance analytics.checked 7 Oct 2026
- Purpose
- Majlis is an operating system for family offices and private wealth managers, combining portfolio, compliance, succession, document and team management.checked 7 Oct 2026
- Security
- The site describes AES-256 encryption at rest, TLS 1.3 in transit, multi-factor authentication, trusted device management and tamper-proof audit logs.checked 7 Oct 2026
- Support
- Essentials includes email support; Professional includes priority support and onboarding; Enterprise includes a dedicated account manager.checked 7 Oct 2026
The company
- Headquarters
- Dubai, United Arab Emirateschecked 28 Sep 2026
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