Majlis review
A governance-focused family office platform with broad entity, compliance and workflow coverage.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Majlis brings portfolio oversight, governance and operational workflows into one family office platform. It is designed for private wealth managers, family offices, multi-family offices and institutions managing public and private holdings, multiple entities, custodians, currencies and family records. Its scope extends beyond portfolio views with KYC/KYB profiles, sanctions and PEP checks, document controls, succession planning, deal tracking, regulatory reports, risk assessments and board packs. Role-based access and automated data imports support structured administration across complex family-office environments.
The plan structure moves from core administration to broader compliance and enterprise control. Essentials includes a portfolio dashboard, AI-classified document vault, family tree and succession planning, KYC/KYB profiles and email support. Professional adds unlimited entities and portfolios, a full KYC/AML compliance suite, sanctions and PEP screening, deal pipeline management, an AI assistant, smart notifications, priority support and onboarding. Enterprise adds unlimited seats and entities, dedicated infrastructure, custom integrations, white-label options, a SOC 2 compliance package and a concierge module. The result is a clear path for organizations whose governance needs expand over time.
Majlis is particularly well suited to families that need compliance, entity oversight, documentation and succession workflows alongside consolidated reporting. Its integration coverage spans banking and custody, market data and trading, payments and cards, compliance, reporting, alternative investments, travel and lifestyle, and treasury and FX. The platform is available on the web, while higher-tier capabilities provide more control over infrastructure, branding and integrations. Organizations seeking a governance-centered operating layer should find the feature mix relevant; teams requiring a free entry point or a broader range of access platforms should look elsewhere.
Majlis pros and cons
- Where it wins
- Combines entity management, KYC/AML, sanctions screening and succession planning
- Consolidates public and private holdings across custodians and currencies
- Adds AI document classification, portfolio questions and compliance memo drafting
- Where it doesn't
- Paid product with no free plan
- Web-only access may not suit teams needing native desktop or mobile apps
- Advanced compliance, infrastructure and integration options depend on higher tiers
Majlis fact sheet, pricing and score →
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