Freedom251 › Family Office Software
Majlis
What Majlis is
Majlis is a web-based operating system for family offices and private wealth managers, bringing portfolio, compliance, succession, document, and team management together. Its dashboard consolidates public and private holdings with multi-currency support, multiple custodians, live market data, and performance analytics. KYC and compliance tools include sanctions and PEP checks, adverse media monitoring, risk scoring, and audit trails. The document vault provides AI classification and expiry tracking, encrypted storage, and AML screening of uploaded files. A conversational AI assistant can answer portfolio questions, prepare reports, summarize documents, and draft compliance memos. Majlis lists more than 100 direct bank integrations, plus connections for custody aggregation, market data, compliance, payments, alternative investments, and travel and lifestyle services. Automated data import, custom API integrations, and white-glove onboarding are available. Essentials starts at $2,500 a month and Professional at $5,000 a month; Enterprise pricing is custom. Private cloud hosting has data residency options in the UAE, EU, and Singapore.
Who it suits
Majlis is designed for emerging and established family offices, multi-family offices, institutions, and private wealth managers. Its plans distinguish smaller offices from organizations needing unlimited seats and entities or dedicated infrastructure.
What it does well
- Combines public and private holdings in one portfolio dashboard
- Lists more than 100 direct bank integrations
- Includes sanctions screening, PEP checks, and risk scoring
- AI assistant can summarize documents and draft memos
- Offers UAE, EU, and Singapore data residency options
What to know first
- Essentials starts at $2,500 a month
- Professional starts at $5,000 a month
- Enterprise pricing is custom
Limits
Essentials starts at $2,500 a month and allows up to three entities, 25 KYC/KYB profiles, and five team seats. Professional starts at $5,000 a month with unlimited entities and portfolios but 15 team seats; Enterprise has custom pricing with unlimited seats and entities.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Essentials | From $2,500/month · Up to 3 entities · Up to 25 KYC/KYB profiles · 5 team seats | $2,500 a month |
| Professional | From $5,000/month · Unlimited entities & portfolios · 15 team seats | $5,000 a month |
| Enterprise | Custom · Unlimited seats & entities · Dedicated infrastructure · Custom integrations | On request |
As lithyos.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Majlis website
- Choose Essentials, Professional, or Enterprise
- Use automated data import or request white-glove onboarding
- Connect listed banks and other integrations
- Configure entities, portfolios, documents, and team access
- Use email, priority, or dedicated account support according to plan
Verdict
Majlis brings portfolio oversight, compliance, documents, and team operations into a single platform for wealth organizations. Its listed starting prices and tier-specific support make plan fit an important consideration.
Questions
Does Majlis offer a free plan?
No. Majlis lists paid Essentials, Professional, and Enterprise plans.
What are the plan prices?
Essentials is billed from $2,500 a month, Professional from $5,000 a month, and Enterprise uses custom pricing.
Which platforms does Majlis support?
Majlis is available on the web.
How many integrations does Majlis list?
It lists more than 100 direct bank integrations, plus connections across custody, market data, compliance, payments, alternatives, and travel and lifestyle services.
What security measures are listed?
Majlis lists AES-256 encryption at rest, TLS 1.3 in transit, multi-factor authentication, trusted device management, and tamper-proof audit logs.
Where can data be hosted?
Private-cloud hosting includes data-residency options in the UAE, EU, and Singapore.
Facts from Majlis's own pages
- AI assistant
- The AI assistant can answer portfolio questions, generate reports, summarize documents and draft compliance memos through natural conversation. · lithyos.com, 7 Oct 2026
- Compliance
- The KYC and compliance tools include sanctions screening, PEP checks, adverse media monitoring, risk scoring and audit trails. · lithyos.com, 7 Oct 2026
- Compliance claims
- The site lists ISO 27001, ISO 9001, SOC 2 Type II, GDPR, DIFC/ADGM and PCI DSS under security and compliance. · lithyos.com, 7 Oct 2026
- Custom onboarding
- The site says Majlis supports custom API integrations and white-glove data onboarding. · lithyos.com, 7 Oct 2026
- Documents
- The document vault offers AI classification, expiry tracking, secure storage with end-to-end encryption and AML screening of uploaded files. · lithyos.com, 7 Oct 2026
- Headquarters
- Dubai, United Arab Emirates · lithyos.com, 28 Sept 2026
- Hosting
- Majlis says it offers private cloud hosting with data residency options in the UAE, EU and Singapore. · lithyos.com, 7 Oct 2026
- Integrations
- Majlis lists more than 100 direct bank integrations, multi-custodian aggregation, market data, compliance, payments, alternative investment and travel and lifestyle connections. · lithyos.com, 7 Oct 2026
- Intended customers
- The site describes Essentials for emerging family offices, Professional for established family offices and Enterprise for multi-family offices and institutions. · lithyos.com, 7 Oct 2026
- Location
- The site lists Dubai, United Arab Emirates as its location. · lithyos.com, 7 Oct 2026
- Portfolio management
- Its portfolio dashboard consolidates public and private holdings with multi-currency support, multiple custodians, live market data and performance analytics. · lithyos.com, 7 Oct 2026
- Purpose
- Majlis is an operating system for family offices and private wealth managers, combining portfolio, compliance, succession, document and team management. · lithyos.com, 7 Oct 2026
- 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. · lithyos.com, 7 Oct 2026
- Support
- Essentials includes email support; Professional includes priority support and onboarding; Enterprise includes a dedicated account manager. · lithyos.com, 7 Oct 2026
Where Majlis stands on Freedom251
- Family Office Software#18 of 24