Best Family Office Software in 2026
Updated
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.
1 of 6 with known pricing have a free tier;0 apps show full bars: free, open, on most devices and documented.
| # | App | Signal | Free tier | Open code | Devices | From | Score |
|---|---|---|---|---|---|---|---|
| 1 | GinkgoWeb | Two bars | 1 of 6 | $1,000/mo | 6.4 | ||
| 2 | ElysysWeb · Windows · Mac · Android · iPhone · Self-hosted | Two bars | 5 of 6 | 5.8 | |||
| 3 | QPLIXWeb · Windows · Mac · Android · iPhone · Self-hosted · API | Two bars | 5 of 6 | 5.8 | |||
| 4 | AddeparWeb · Android · iPhone · API | Two bars | 3 of 6 | 5.6 | |||
| 5 | AssetaWeb · Android · iPhone | Two bars | 3 of 6 | 5.6 | |||
| 6 | CanopyWeb · Android · iPhone · API | Two bars | 3 of 6 | $1,250/mo | 5.6 | ||
| 7 | WealthSpectrumWeb · Android · iPhone · Self-hosted · API | Two bars | 3 of 6 | 5.6 | |||
| 8 | AtlasFiveWeb | One bar | 1 of 6 | 5.5 | |||
| 9 | MasttroWeb · Android · iPhone | Two bars | 3 of 6 | 5.5 | |||
| 10 | AnclaveWeb | One bar | 1 of 6 | 5.4 | |||
| 11 | AnyVaultWeb | One bar | 1 of 6 | 5.4 | |||
| 12 | Archway PlatformWeb | One bar | 1 of 6 | 5.4 | |||
| 13 | Global WealthES™Web | One bar | 1 of 6 | 5.4 | |||
| 14 | MYFOWeb | One bar | 1 of 6 | $850/mo | 5.4 | ||
| 15 | Sharpfin Family Office SuiteWeb · API | One bar | 1 of 6 | 5.4 | |||
| 16 | WealthSphereWeb · Self-hosted | One bar | 1 of 6 | 5.4 | |||
| 17 | FundCountWeb · Windows · Mac · Linux · Self-hosted · API | Two bars | No | 4 of 6 | $1204.17/mo | 5.3 | |
| 18 | AsoraWeb · Android · iPhone | Two bars | No | 3 of 6 | $300/mo | 5.2 | |
| 19 | Asset VantageWeb · Android · iPhone | Two bars | No | 3 of 6 | 5.1 | ||
| 20 | Landytech Sesame OneWeb · Android · iPhone · API | Two bars | 3 of 6 | 5.1 | |||
| 21 | Hatcher+ FAASTWeb | One bar | 1 of 6 | 5.0 | |||
| 22 | MajlisWeb | One bar | No | 1 of 6 | $2,500/mo | 5.0 | |
| 23 | orydioWeb · iPhone · API | One bar | No | 2 of 6 | CHF 6.58/mo | 5.0 | |
| 24 | Stellon | One bar | 5.0 |
Compare all 24 in a table
| # | App | Score | Free plan | Paid from | Consolidated reporting | Investment accounting |
|---|---|---|---|---|---|---|
| 1 | Ginkgo | 6.4 | No | Yes | ||
| 2 | Elysys | 5.8 | Yes | Yes | ||
| 3 | QPLIX | 5.8 | Yes | Yes | ||
| 4 | Addepar | 5.6 | ||||
| 5 | Asseta | 5.6 | Yes | Yes | ||
| 6 | Canopy | 5.6 | Yes | Yes | ||
| 7 | WealthSpectrum | 5.6 | ||||
| 8 | AtlasFive | 5.5 | Yes | Yes | ||
| 9 | Masttro | 5.5 | ||||
| 10 | Anclave | 5.4 | Yes | |||
| 11 | AnyVault | 5.4 | ||||
| 12 | Archway Platform | 5.4 | ||||
| 13 | Global WealthES™ | 5.4 | Yes | Yes | ||
| 14 | MYFO | 5.4 | Yes | |||
| 15 | Sharpfin Family Office Suite | 5.4 | Yes | |||
| 16 | WealthSphere | 5.4 | Yes | Yes | ||
| 17 | FundCount | 5.3 | No | 14,450 /yr | ||
| 18 | Asora | 5.2 | No | |||
| 19 | Asset Vantage | 5.1 | No | |||
| 20 | Landytech Sesame One | 5.1 | No | |||
| 21 | Hatcher+ FAAST | 5.0 | No | |||
| 22 | Majlis | 5.0 | No | Yes | ||
| 23 | orydio | 5.0 | No | |||
| 24 | Stellon | 5.0 | No | Yes |
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Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.