Family Offices Both Single and Multi Family offices use FundInsight to help manage their fund research, due diligence and portfolio management for family LPs or other multi-fund or client portfolios. In addition to FundInsight, Multi-family offices might also benefit from our Clienteer CRM and WebVision online portals to help manage relationships with the multiple families they serve. Portfolio Management & Research Family Offices increasingly have a need to bring institutional level processes and resources to their investment activities. Families that are serious about conducting their own fund research and due diligence need a comprehensive solution for research and portfolio management. Client Relationship Management Family offices are often dealing with the need to keep up with multiple industry contacts to source deals and share important market information. They typically also have a need to granularly track the investment accounts for multiple families or family members.