Majlis
5.9#17 in family office softwareFrom $2,500 a monthWeb
Visit| Fact | Majlis | Sharpfin Family Office Suite |
|---|---|---|
| Compliance | The KYC and compliance tools include sanctions screening, PEP checks, adverse media monitoring, risk scoring and audit trails. | The platform includes built-in anti-money-laundering controls, risk workflows, and regulatory reporting. |
| Headquarters | Dubai, United Arab Emirates | Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm. |
| Integrations | Majlis lists more than 100 direct bank integrations, multi-custodian aggregation, market data, compliance, payments, alternative investment and travel and lifestyle connections. | Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows. |
| Portfolio management | Its portfolio dashboard consolidates public and private holdings with multi-currency support, multiple custodians, live market data and performance analytics. | Discretionary management includes model portfolios, risk and limit controls, rebalancing, order placement, and regulatory reporting. |
| Purpose | Majlis is an operating system for family offices and private wealth managers, combining portfolio, compliance, succession, document and team management. | Sharpfin describes its Wealth Management Suite as one platform for onboarding, reporting, KYC, portfolio management, and compliance. |
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.
It suits wealth managers, family offices, and fund administrators seeking modular tools for client and portfolio management, compliance, and reporting. Its web and API availability and branded client access may fit teams serving clients digitally.