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Best Family Office Software in 2026

Coordinating wealth information across investments, entities, documents, and recurring tasks can call for software designed around family office operations. Compared on consolidated reporting, investment accounting, entity management, document management, and workflow automation, the entries offer dimensions to assess how work and records are brought together. Data import methods may also matter when consolidating information; free-plan availability and paid-from pricing provide cost context. Elysys, QPLIX, and Asseta are among the products shown. Consider which types of information your operation needs to coordinate, then compare the listed capabilities and import options against those needs.

24 apps
Research read 23 Sept 2026
How the order is worked out

1

Addepar
by Addepar
Paid AndroidAPIiPhone+1

Addepar brings portfolio analysis, reporting, billing and client access into a data platform for financial professionals.

6.1 Pricing on request Visit site
2

Ginkgo

Free trial APIWeb

Ginkgo combines financial data ingestion, reconciliation, and configurable reporting for family offices and corporate investment platforms.

5.9 Pricing on request Visit site
3

Asora
by Asora
Paid AndroidiPhoneWeb

Asora combines data aggregation, portfolio oversight and reporting for family-office operations. Its paid structure, account limits and implementation fee are important considerations before adoption.

5.8 From $900/mo (annual) Visit site
4

Canopy

Paid AndroidAPIiPhone+1

Canopy brings custody connections, portfolio accounting, analysis, and reporting together for wealth-management organizations.

5.8 Pricing on request Visit site
5

FundCount
by FundCount
Paid AndroidAPIiPhone+5

Choose FundCount if your organization needs investment accounting across portfolios, partnerships, and general ledgers, with multiple deployment choices.

5.8 From $14,450/yr Visit site
6

Asset Vantage
by Asset Vantage
Paid WebiPhoneAndroid

Consider Asset Vantage if you need multi-asset investment reporting and analysis, including tax-lot tracking, and its entity or dashboard capacities match your needs.

5.7 Visit site
7

Landytech Sesame One
by Landytech Sesame One
Paid AndroidAPIiPhone+1

Sesame One combines broad portfolio data connections with analytics, reporting, and an AI assistant.

5.6 Visit site
8

Archway Platform

Paid Web

Archway Platform connects investment reporting and accounting workflows through a shared ledger, with support for varied entities and operating models.

5.5 Pricing on request Visit site
9

Asseta

Paid AndroidiPhoneWeb

Asseta brings multi-entity accounting, reporting, document handling, and financial integrations into one platform for family-office operations.

5.5 Pricing on request Visit site
10

Elysys

Paid AndroidiPhoneMac+3

Elysys combines investment, wealth, and accounting workflows for family offices with multi-jurisdiction needs.

5.5 Pricing on request Visit site
11

AtlasFive

Paid Web

AtlasFive brings wealth operations, reporting, document handling, and payments into a cloud-native platform.

5.4 Pricing on request Visit site
12

Hatcher+ FAAST

Free trial Web

FAAST spans deal work, fund operations and stakeholder reporting, with a 14-day trial to explore its features.

5.4 Pricing on request · 14-day trial Visit site
13

Masttro
by Masttro
Paid AndroidiPhoneWeb

Masttro may suit family offices and UHNW families that need a consolidated view across traditional and alternative assets, with portfolio analysis and reporting.

5.4 Pricing on request Visit site
14

Sharpfin Family Office Suite

Paid AndroidAPIiPhone+1

Choose Sharpfin if you need modular wealth management capabilities spanning advisory, portfolios, fund administration and client reporting.

5.4 Pricing on request Visit site
15

Anclave

Paid Web

Anclave combines document extraction, deal tracking, entity oversight, and reporting for investment organizations. Access is limited by invitation or waitlist, and pricing must be requested.

5.3 Pricing on request Visit site
16

AnyVault

Paid Web

AnyVault centers on investment-office accounting and reporting, with transaction review and links to supporting evidence.

5.3 Pricing on request Visit site
17

orydio

Paid APIiPhoneWeb

orydio combines CRM, accounting, document management, and investment workflows, with web, iOS, and API access. Its annual-billed plans start at 79 CHF/mo, and additional users cost extra.

5.3 From 79 CHF/mo (annual) Visit site
18

Majlis

Paid Web

Majlis brings portfolio oversight, compliance, documents, and team operations into a single platform for wealth organizations.

5.1 Visit site
19

MYFO

Paid Web

MYFO combines financial consolidation, entity mapping, reporting, and document management for wealth organizations.

5.1 From $850/mo Visit site
20

QPLIX
by QPLIX
Paid AndroidAPIiPhone+4

QPLIX combines portfolio management functions with reporting, accounting, and client-facing tools for institutional users. Prospective clients need to request pricing and a tailored demo.

5.1 Pricing on request Visit site
21

WealthSpectrum

Paid AndroidAPIiPhone+2

WealthSpectrum brings portfolio operations, performance measurement, trading workflows, and client reporting together.

5.0 Pricing on request Visit site
22

WealthSphere

Paid Self-hostedWeb

Choose WealthSphere if your trust, corporate or family office service needs span client management, entity administration, accounting and compliance workflows.

5.0 Pricing on request Visit site
23

Global WealthES™

Paid Web

Choose Global WealthES if your financial institution needs a web-based platform spanning wealth management, portfolio accounting, securities processing, and reporting.

4.9 Pricing on request Visit site
24

Stellon

Paid

Stellon brings broad wealth-management operations, reporting, integrations, and governed AI into one platform. Buyers will need a scoped proposal to determine modules, implementation, and cost.

4.8 Pricing on request Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

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