17.6
FundCount brings portfolio, partnership, and general ledger accounting together for investment analysis and reporting.
AndroidiOSWeb
Alternatives to QPLIX
QPLIX brings portfolio consolidation together with reporting, CRM, accounting, analytics, trading and client interfaces. Its rule-based accounting creates entries when transactions arrive, and its reporting can show near-real-time asset information in multiple languages and currencies. Configurable client portals and mobile apps offer client-specific branding, while automated imports and integrations connect bank feeds, market data and formats such as Salesforce, SAP and…
27.2
Ginkgo is a web-based wealth-management platform for family offices and corporate investment platforms.
Free planWebAPI
37.2
Sharpfin Family Office Suite is a modular wealth management platform for onboarding, reporting, KYC, portfolio management, and compliance.
AndroidiOSWeb
- 4
Asora
Asora is a family-office operating platform for centralizing financial data, managing portfolios, and reporting across multiple asset types.
AndroidiOSWeb6.9 - 5
Asset Vantage
AndroidiOSWeb6.5 - 6
Canopy
Canopy brings wealth records from multiple custodians into a reconciled portfolio view for family offices, external asset managers, and private banks.
AndroidiOSWebAPI6.5From $15,000 a year - 7
Asseta
Asseta is a financial platform built for family offices, with a multi-entity general ledger integrating banking, investments, and accounting in a GAAP-aligned system.
AndroidiOSWeb6.4 - 8
Elysys
Elysys is a family-office platform that combines wealth management, accounting, bill pay, cash flow, and investment management.
AndroidiOSWebmacOS6.4 - 9
Addepar
AndroidiOSWebAPI6.3 - 10
Landytech Sesame One
Landytech Sesame One is a platform for managing multi-asset portfolios, combining data consolidation, analytics, reporting, accounting, and AI.
AndroidiOSWebAPI6.3 - 11
orydio
orydio is a proprietary platform for Swiss and European investment firms, venture capital firms, and family offices.
iOSWebAPI6.3From 79 CHF a month - 12
WealthSpectrum
WealthSpectrum is a wealth management platform for front-, middle-, and back-office operations.
AndroidiOSWebAPI6.3 - 13
Hatcher+ FAAST
Hatcher+ FAAST is a web-based operating platform for family offices, venture and private equity firms, accelerators, angel networks, and university research groups.
Web6.2 - 14
Masttro
Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and their advisors.
AndroidiOSWeb6.2 - 15
AtlasFive
AtlasFive is a cloud-native wealth-management platform that brings entity and portfolio management together with general-ledger and fund accounting,…
Web6.0 - 165.9From $2,500 a month
- 17
MYFO
MYFO is a web-based family office operating platform that consolidates financial data, entities, documents, stakeholders, and reporting.
Web5.8From $850 a month - 18
AnyVault
AnyVault is a private, single-tenant platform for family offices and investment holding companies, combining investments, entities, cash, documents, and accounting.
Web5.6 - 19
Global WealthES™
Global WealthES™ is a web-based wealth management platform for medium and large financial institutions.
Web5.6 - 20
Archway Platform
Archway Platform is web-based software for investment aggregation, accounting, and reporting, organized around a single general ledger.
Web5.5 - 21
Anclave
Anclave is a web-based financial data management platform for family offices, private wealth managers, and institutional investors.
Web5.4 - 22
Stellon
Stellon is a governed wealth operating platform for boutique wealth managers, family offices, and private banks.
5.3 - 23
WealthSphere
WealthSphere is integrated client management software for trust, corporate, and family office service providers.
WebSelf-hosted5.3