LegacyTrackr is family office software designed for families who manage complex wealth without dedicated staff. It brings financial records into one secure, organized registry, helping families preserve a clear picture of what they own and how it is structured. The platform covers assets such as public equities, private equity, real estate, operating businesses, digital assets, personal property, royalties, and minerals, alongside trusts, LLCs, partnerships, foundations, and important documents.

Users can link bank and brokerage balances in read-only form or enter information manually, map assets to the entities that hold them, and view their overall allocation in a single dashboard. They can also invite family members, business partners, or advisors and control each person’s access through role-based permissions. LegacyTrackr offers white-glove onboarding and support, helping users build a record of financial details and practical knowledge that others may need for estate planning, taxes, or transitions.

The company describes its service as a registry, not a custodian: it cannot move money or place trades.