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Modules

Every module, in detail

What each part of Manor Office does for a single family office, what is standard, and what we build for your family during onboarding.

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What you get

Family office software for the whole private office

Modules in three groups, each taking one worry off the family’s mind. Start with what matters most and add the rest as you go.

Wealth and structure

What the family owns, where it is held, and how it is changing.

  • Consolidated wealth overview Tailored

    Know where the family stands without waiting for someone to build a report.

    Configured for your family during onboarding.

    • Net worth across banks, properties and entities
    • Liquid and illiquid holdings shown apart
    • Built from the statements and records already in Manor Office
    • Arranged around your family’s own structure

  • Bank statements and balances

    Balances by bank and entity, kept current from the statements you already receive.

    • Statements read from PDF, scan, spreadsheet or CSV
    • Every line checked against the printed balances
    • Lines matched to the expenses on record, then approved by a person
    • Account numbers are not stored

  • Owner report Tailored

    A calm summary for the principal, without anyone pulling it together by hand.

    Configured for your family during onboarding.

    • Monthly PDF or on-screen summary
    • What changed, what is due and what needs a decision
    • Written for the principal, not for the office
    • Contents agreed with you

  • Private assets register Tailored

    Art, cars, yachts and collections recorded with the papers that prove them.

    Configured for your family during onboarding.

    • Art, cars, yachts, aircraft, jewellery and collectibles
    • Valuations with their date and source
    • Certificates, insurance and service records attached
    • Reminders for renewals and inspections

People, properties and operations

The day-to-day running of the household, in every country.

  • Household staff management

    Everyone who works for the family, in one record.

    • Drivers, captains, security, house and estate managers
    • Roles, contracts and salaries, wherever they are based
    • Work permits with their expiry dates
    • Their documents, filed in one place

  • Property management worldwide

    Each property with its figures and its paperwork, from a city flat to a country estate.

    • Value and how each property is used
    • Tenants and running costs
    • Linked contracts and documents
    • Every property on one map

  • Contracts and document vault

    The current version of any contract, found in seconds.

    • Insurance, rental and service contracts
    • Organised by category, with tags
    • Search across everything
    • Preview PDFs without downloading them

  • Deadlines and reminders

    Nothing depends on someone remembering.

    • Notice periods and renewals
    • Work permits and insurance
    • Reminders well before each date
    • A morning email to the office’s owners and managers when something is due

  • Invoices and expenses

    Costs captured, assigned and ready for your accountant.

    • Invoices read by AI and prepared as expenses
    • Assigned to a property, person or entity
    • Reports exported to Excel for your accountant

  • Approvals and accounting export Tailored

    Payments approved by the right person, and books handed over in the right format.

    Configured for your family during onboarding.

    • Approval rules by amount, property or entity
    • DATEV export for German accountants
    • A record of who approved what, and when

  • Your existing spreadsheets

    No starting again from a blank page.

    • The spreadsheets you already keep, brought in by us during onboarding
    • Single spreadsheets, PDFs and photos read by AI, one file at a time
    • Checked by a person before anything is saved

Manor Office Intelligence

AI that reads what arrives and prepares the next step. A person decides.

  • An inbox that files itself Tailored

    Letters from insurers, landlords and authorities become updated records.

    Configured for your family during onboarding.

    • Reads the shared office inbox
    • Updates the right contract, property or person
    • Sets reminders and tells the people concerned
    • For Microsoft 365, Google Workspace or any IMAP mailbox

  • Documents read for you

    The key facts of a contract, without reading it twice.

    • Parties, amounts, dates and notice periods extracted
    • Key values shown with the passage they came from
    • Uncertain values flagged for a person to check
    • Nothing is saved until a person approves it

  • Better offers before renewal Tailored

    Time to decide before a notice period ends, with the alternatives in front of you.

    Configured for your family during onboarding.

    • Publicly available offers gathered before the deadline
    • Insurance, energy, telecoms and service contracts
    • Set side by side for you and your broker or adviser
    • General information, not advice

  • Market and news briefings Tailored

    Background for conversations with your advisers, without reading everything yourself.

    Configured for your family during onboarding.

    • Regular summaries for the asset classes and regions you hold
    • Property markets where the family owns homes
    • General information, not advice

  • Ask your office Tailored

    Plain questions, answered with sources.

    Configured for your family during onboarding.

    • “What expires before the summer?”
    • “What did the lake house cost us last year?”
    • Every answer links to the records behind it
    • Only what the person asking is allowed to see

See more modules for your office

More modules

More modules for your private office

Every family office is different. These modules are built and configured for your family during onboarding, each scoped with you as a fixed-fee project.

  • Wealth and structure

    • Entities and ownership map On request

      Companies, trusts and foundations on one map, showing who owns what and in which share.

    • Multi-currency with daily exchange rates On request

      Holdings and costs in euros, Swiss francs, pounds and dollars, shown in the family’s reporting currency.

    • Bank files in CAMT.053 and MT940 On request

      Statement files from your banks read directly, line by line, alongside PDF and spreadsheet statements.

    • Liquidity and cash-flow outlook On request

      Rents, salaries, premiums and bills due in the coming months, set against the cash available.

    • Private investments and capital calls On request

      Commitments, capital calls and distributions for private equity and property funds, with notices read by AI.

  • People, properties and operations

    • Insurance register On request

      Every policy with its cover, sums insured, premiums and claims, linked to the property, vehicle or person it protects.

    • Vehicles, yachts and aircraft On request

      Registrations, inspections, servicing and crew documents, with reminders before each date.

    • Supplier and service-provider register On request

      Every supplier with contacts, contracts, costs and notes, so the office knows who to call.

    • Spreadsheet import with column matching On request

      Bring in a spreadsheet yourself, match its columns to the right fields and check every row before saving.

    • Property maintenance and work orders On request

      Repairs and maintenance per property, from request to quote, approval and invoice.

    • Household inventory On request

      The contents of each home, room by room, with photos and values for insurance.

    • Staff leave and onboarding On request

      Holidays and absences on one calendar, and checklists for staff joining or leaving.

    • Payroll preparation On request

      Monthly salary changes, bonuses and hours prepared for the payroll provider in each country.

  • Manor Office Intelligence

    • Duplicate and unusual invoice alerts On request

      An invoice paid twice, a bill far above the usual amount or a new bank account for a known supplier is flagged before payment.

    • Documents translated and summarised On request

      Letters and contracts in German, French, Italian or Spanish summarised in English, with the original kept beside it.

    • Renewal calendar for the year ahead On request

      Every renewal and notice period of the coming year on one page, with what each one costs today.

  • Security, access and channels

    • Passkeys On request

      Sign in with Face ID, Touch ID, Windows Hello or a hardware key instead of a password.

    • Confidential documents for the principal On request

      Documents and records that only the principal, or people they name, can see.

    • Adviser portal On request

      Trustees, accountants and lawyers see only what you share with them, and can upload what you ask for.

    • Secure upload links On request

      A one-time link for a supplier or adviser to send a document straight into the right record.

    • Calendar feed On request

      Deadlines and reminders in Outlook, Google or Apple Calendar, without copying them by hand.

    • Interface in German, French and Italian On request

      Manor Office in the language each person in the household and office prefers.

    • Single sign-on On request

      Sign in with the office’s Microsoft or Google account, with two-factor rules set by your IT.

    • Mobile app with notifications On request

      Manor Office installed on the phone, with push notifications for approvals and deadlines.

Tell us which modules matter to your family. We include them in your proposal, each with a fixed price.

Integrations and channels

Works with the tools your office already uses

File uploads and exports work from the first day. Connections to your inbox, calendars, storage and accountants are built during onboarding, for the tools your office actually uses.

  • Files and spreadsheets

    Bring in what you already keep, and take your records out again whenever you want.

    • PDF, photo and spreadsheet upload
    • Spreadsheets brought in during onboarding
    • Excel report export
    • Data export

  • Email Tailored

    Connect the shared office inbox, or simply forward messages to it.

    • Microsoft 365 and Outlook
    • Gmail and Google Workspace
    • Any IMAP mailbox

  • Calendars Tailored

    Deadlines and reminders appear in the calendars people already check.

    • Outlook calendar
    • Google Calendar
    • Apple Calendar

  • Document storage Tailored

    Keep files where they are today, or bring them in.

    • SharePoint and OneDrive
    • Google Drive
    • Dropbox

  • Accounting Tailored

    Hand figures to your accountant in the format they expect.

    • DATEV export
    • Formats agreed with your accountant

  • E-signatures Tailored

    Send contracts for signature and file the signed copy automatically.

    • DocuSign
    • Adobe Acrobat Sign

  • Notifications Tailored

    Reminders by email are standard. Short alerts can also reach people where they are; the details stay inside Manor Office.

    • Mobile push
    • SMS
    • Microsoft Teams
    • WhatsApp

Tailored: configured for your family during onboarding. Bespoke adds custom integrations and a secure API for your accountants, advisers and other service providers.

Contact

Request a private demo

Tell us a little about your office and what you would like to bring together. We will reply personally to arrange a time that suits you.

Or write directly to support@manoroffice.com

All conversations are confidential. We sign an NDA before seeing any data.

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