Complex Interests

Complex Interests

5 / 5
1 review

Who Uses This Software?

Complex Interests is ideal for family offices, multi-family offices, accounting firms, and boutique wealth advisors who serve as the most trusted advisors to high-net-worth families.

Average Ratings

1 Review

  • 5 / 5

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Complex Interests
  • Founded 2012
  • United States

About Complex Interests

Ultra-high-net-worth families are complex (diverse investments, complicated estate plans, ...), which creates a need for a family steward to manage the complexity and ensure the family continues as a going concern for generations to come. Complex Interests fosters the 6 elements of family stewardship: 1) complete family inventory, 2) document repository, 3) relationship diagrams, 4) notice of upcoming expiration dates, 5) institutional memory of legal/tax strategies, and 6) list of to-do items.

Complex Interests Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Complex Interests Reviews Recently Reviewed!

Helps my complex family clients understand what they have. Helps my employees serve those clients.

May 18, 2018

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The software is simple to use, and the customer support is top notch. The diagrams feature is always a hit with clients. We use the document storage feature far more than we thought we would. Even though we store all firm documents on our server, it's easier to find what we are looking for on Complex Interests. Also, Complex Interests always seems to be releasing new features. New this year is the ability to sync the data in Complex Interests with our Outlook calendars. Very helpful.

Cons: Complex Interests suffers from the same problem that all software suffers from - it's only as useful as the work and data you put into it. Adding a family's data into Complex Interests the first time is somewhat time consuming and requires a fair amount of follow up with the family to complete the job. In fact, it's very important to have family buy in before undertaking the project. We currently have 3 families set up in the software and about 4 other families for whom the software would be useful. Because we are already so busy with tax work, can't imagine adding more than 2 - 3 families to Complex Interests in a year.