
Cloud-Based Multi-Asset Portfolio Management for Family Offices
NeoXam Density is a secure, cloud-based investment platform built for modern wealth managers. It offers powerful tools for portfolio management, trade automation, risk analytics, and regulatory compliance—all in a single, scalable solution. Density empowers Single Family Offices (SFOs) to manage complexity, stay compliant, and focus on long-term strategy.
Solving the Big Challenges
Managing a Shift to Risk Assets
As family offices move into equities, bonds, and alternatives, Density helps visualize exposures, rebalance instantly, and monitor risk via real-time dashboards.
Building Institutional-Grade Investment Governance
Support CIO teams with model portfolios, pre-trade checks, and governance workflows that ensure investment policy compliance.
Handling Concentrated Positions and Derivatives
Tackle complexity with derivative tools, stress tests, and scenario planning for concentrated holdings.
Adapting to Interest Rate Volatility
React to macro shifts using interest rate stress testing, bond strategy tools, and risk modeling.
Enhancing Wealth and Family Governance
Combine financial and patrimonial views with customized family reporting and governance tools built for SFOs.
Scaling with Outsourced Operations
Focus on strategy, not systems—benefit from full trade-to-compliance coverage, NX Impress reporting, and APIs to external partners.
Family Office Software That Works the Way You Do
Why Single Family Offices Choose Density
NeoXam Density is a secure, cloud-based investment platform built for modern wealth managers. It offers powerful tools for portfolio management, trade automation, risk analytics, and regulatory compliance—all in a single, scalable solution. Density empowers Single Family Offices (SFOs) to manage complexity, stay compliant, and focus on long-term strategy.
Built for Family Offices – Not Retrofits
- Multi-Asset Portfolio Management: Private equity, listed securities, real estate, alternatives
- Trade Management Software: From pre-trade checks to reconciliation and accounting
- Risk & Compliance Platform: Stress tests, VaR, exposure thresholds, regulatory reporting
- Investment Compliance Software: EU and local frameworks built-in
- Family Office Reporting Tools: Fully interactive and tailored dashboards


Real Impact for Real Family Offices
With NeoXam Density, a European Single Family Office achieved:
- 65% less manual work through automation
- Faster decisions with real-time exposure and performance metrics
- Future-ready scalability for new generations and AUM growth
Accurate and compliant complex reports
Looking for family office software in France or Europe? NeoXam Density is more than just software—it’s the trusted partner for your family’s financial, tailored for the local and global needs of Single Family Offices.
Looking for More Information on NeoXam Density for Single Family Office?
Find clear answers to frequently asked questions about our platform, from features and deployment options to compliance, reporting, and security.
What is NeoXam Density?
NeoXam Density is a cloud-based investment management software platform designed specifically for Single Family Offices. It provides tools for multi-asset portfolio management, risk analysis, compliance tracking, trade lifecycle automation, and interactive reporting in a single secure system.
Is Density suitable for managing private equity and alternative investments?
Yes, Density supports private equity, real estate, and alternative investments alongside public equities and fixed income assets. It provides a centralized view, custom valuation workflows, and exposure tracking across all asset classes.
How does Density help with investment compliance and regulation?
Density includes built-in compliance rules that align with regulations like MiFID II, SFDR, EMIR, and others. It enables pre-trade validation, exposure monitoring, and audit-ready documentation, helping Family Offices maintain regulatory compliance with minimal manual effort.
Can Density be deployed securely in the cloud?
Absolutely. NeoXam Density is hosted in ISO 27001-certified environments and supports both public and private cloud deployments. It includes role-based access controls, full encryption, and detailed audit logs to ensure data privacy and compliance.
How does Density support family governance and reporting?
With NX Impress integration, Density offers interactive dashboards and customized reporting tools. These help Family Offices share performance, risk, and asset allocation insights with family members, advisors, and stakeholders in a transparent, easy-to-understand format.
Does Density support derivatives and hedging strategies?
Yes, Density includes a derivatives management module that tracks options, futures, and structured products. It also features stress testing and scenario simulations, making it easier to manage concentrated positions and apply hedging strategies.
Is Density customizable for different Family Office structures?
Yes, Density’s modular architecture and no-code configuration tools allow it to adapt to any Family Office—whether newly established or managing multigenerational wealth. Dashboards, workflows, and reports can be tailored to meet your office’s exact needs.
What regions or markets does Density support?
Density is fully compliant with European, UK, and global regulatory frameworks. It’s trusted by clients across Europe, the Middle East, and Asia. Localization, language support, and integration capabilities make it ideal for international Family Offices.