Family office

Family office operations software that enforces control, compliance, and continuity

Q: How does Process Street help family offices run better?

We automate operational workflows, enforce documentation, and give family offices one platform for consistency, compliance, and control.

Q: Can I track tasks across entities, trusts, and investments?

Yes. You can build customized workflows by entity or asset type, with reporting and audit logs built in.

Q: Is Process Street secure for sensitive financial and legal data?

Yes. We are SOC 2 Type II and ISO 27001 certified. Your data is encrypted, role-restricted, and fully auditable.

Q: Does it support family member onboarding and access?

Yes. Many family offices use us to manage onboarding, document permissions, and lifecycle tasks for new or transitioning family members.

Q: Can this help with year-end close and tax prep?

Absolutely. You can create structured workflows that gather documents, assign responsibilities, and track tax-related deadlines.

Q: Is this flexible for multi-generational or multi-entity families?

Yes. Process Street is no-code and fully customizable, so you can structure workflows by family, entity, or generation without developer support.

Process Street helps family offices automate workflows, manage documentation, and maintain operational discipline, without relying on email threads or spreadsheets.

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Trusted by more than 3000 companies

Compliant teamwork, one platform

From investment due diligence and tax prep to trust administration and vendor approvals, Process Street gives family offices one platform to track, enforce, and prove every step securely and consistently.

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Investment due diligence & approvals

Standardize research, approvals, and documentation collection for direct investments or fund allocations.

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Entity management & documentation workflows

Track filings, renewals, and records across trusts, LLCs, and foundations with versioned workflows.

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Tax prep & compliance workflows

Build repeatable workflows for year-end close, document gathering, and CPA coordination.

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Estate planning & legal documentation

Route documents for review and approval, and ensure every step is recorded for audit and continuity.

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Meet Cora,
your AI compliance agent

AI-powered compliance, policy, and workflow automation, always up-to-date, always audit-ready.

Creates policies Instantly generate ISO, SOC 2, and HIPAA-compliant policies.
Builds workflows Transform static documents into actionable, trackable workflows.
Monitors regulations Stay ahead of regulatory changes with real-time updates.
Audits automatically Cora flags compliance gaps and keeps your documents aligned.

Compliance isn’t static anymore.

With Cora, your policies, procedures, and workflows stay living, dynamic, and audit-ready automatically.

Discover how Cora works

Vendor onboarding & approvals

Enforce vendor setup, background checks, and recurring service renewals with automated workflows.

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Family member onboarding & access

Manage account setup, information sharing, and onboarding tasks for new family members or beneficiaries.

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Policy distribution & acknowledgment tracking

Distribute governance documents, track acknowledgments, and automate annual policy updates.

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Policy distribution & acknowledgment tracking

Audit readiness & internal controls

Assign periodic control tasks, log completions, and prepare for internal or external audits with full traceability.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

How does Process Street help family offices run better?

Can I track tasks across entities, trusts, and investments?

Is Process Street secure for sensitive financial and legal data?

Does it support family member onboarding and access?

Can this help with year-end close and tax prep?

Is this flexible for multi-generational or multi-entity families?

Unwavering security & compliance

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results