Majlis

6.1easy start · #22of 24
in Family Office Software

Free to practise onno
Well documentedyes
Runs where you workno

Runs on Web. Paid plans from $2,500/mo.

Majlis is ranked #22 of 24 in family office software on The Geeks Club. It runs on Web. There is no free plan. Paid plans start at $2,500/mo.

Majlis plans and pricing

All plans

Essentials $2,500/mo From $2,500/month Up to 3 entities · Up to 25 KYC/KYB profiles · 5 team seats lithyos.com · 7 Oct 2026

Professional $5,000/mo From $5,000/month Unlimited entities & portfolios · 15 team seats lithyos.com · 7 Oct 2026

Enterprise Custom Unlimited seats & entities · Dedicated infrastructure · Custom integrations lithyos.com · 7 Oct 2026

Compared on family office software

Free plan: No
Consolidated reporting: Yes
Entity management: Yes
Document management: Yes
Data import methods: automated

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The record

Purpose: Majlis is an operating system for family offices and private wealth managers, combining portfolio, compliance, succession, document and team management.
Portfolio management: Its portfolio dashboard consolidates public and private holdings with multi-currency support, multiple custodians, live market data and performance analytics.
Compliance: The KYC and compliance tools include sanctions screening, PEP checks, adverse media monitoring, risk scoring and audit trails.
Documents: The document vault offers AI classification, expiry tracking, secure storage with end-to-end encryption and AML screening of uploaded files.
AI assistant: The AI assistant can answer portfolio questions, generate reports, summarize documents and draft compliance memos through natural conversation.
Integrations: Majlis lists more than 100 direct bank integrations, multi-custodian aggregation, market data, compliance, payments, alternative investment and travel and lifestyle connections.
Custom onboarding: The site says Majlis supports custom API integrations and white-glove data onboarding.
Security: The site describes AES-256 encryption at rest, TLS 1.3 in transit, multi-factor authentication, trusted device management and tamper-proof audit logs.
Compliance claims: The site lists ISO 27001, ISO 9001, SOC 2 Type II, GDPR, DIFC/ADGM and PCI DSS under security and compliance.
Hosting: Majlis says it offers private cloud hosting with data residency options in the UAE, EU and Singapore.
Support: Essentials includes email support; Professional includes priority support and onboarding; Enterprise includes a dedicated account manager.
Intended customers: The site describes Essentials for emerging family offices, Professional for established family offices and Enterprise for multi-family offices and institutions.
Location: The site lists Dubai, United Arab Emirates as its location.
Headquarters: Dubai, United Arab Emirates
Price from: $2,500/mo

Where it ranks on The Geeks Club

Best Family Office Software in 2026#22 of 24

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Sources

lithyos.com· checked 7 Oct 2026