Complex Interests

Complex Interests


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

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $2,000.00/year
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Complex Interests
  • complexinterests.com/
  • 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
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Multi-Currency
  • Payroll
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Trust Accounting
  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Complex Interests Reviews

No reviews, be the first!