Best Family Office Software in 2026
Updated
In short: QPLIX is ranked #1 of 24 as of 4 October 2026, ahead of Elysys and Asseta. The lowest first paid tier on this page is Asora at $300/mo.
Family office software is intended to help manage financial information, entities, investments, and related work in one operating context. This ranked selection lets you compare consolidated reporting, investment accounting, entity management, and document management, as well as data import methods and workflow automation. Free-plan availability and the starting paid price are additional points to check. QPLIX, FundCount, and Archway Platform lead the entries shown. Consider which records and processes matter most to your office, then use those comparison areas to assess how the options differ.
24 family office software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
#1 QPLIX Top pick · 7.0 
#2 Elysys Runner-up · 6.9 
#3 Asseta Also great · 6.7 
- AndroidapiiOSmacOSself-hostedWebWindows
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedFree planPlatforms - AndroidiOSmacOSself-hostedWebWindows
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedFree planPlatforms - AndroidiOSWeb
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedFree planPlatforms - apiLinuxmacOSself-hostedWebWindows
- Free plan
- No
- Paid from
- 14,450 /yr
RecognisedDocumentedFree planPlatforms$1204.17/mofirst paid tier About FundCountVisit site - AndroidapiiOSWeb
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
RecognisedDocumentedFree planPlatforms$1,250/mofirst paid tier About CanopyVisit site - AndroidapiiOSself-hostedWebRecognisedDocumentedFree planPlatforms
- AndroidiOSWeb
- Free plan
- No
RecognisedDocumentedFree planPlatforms$300/mofirst paid tier About AsoraVisit site - Web
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedFree planPlatforms - WebRecognisedDocumentedFree planPlatforms
- WebRecognisedDocumentedFree planPlatforms
- WebiOSAndroid
- Free plan
- No
RecognisedDocumentedFree planPlatforms - self-hostedWeb
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedFree planPlatforms - Free trial Web
- Free plan
- No
RecognisedDocumentedFree planPlatforms - WebiOSAndroid
- Free plan
- No
RecognisedDocumentedFree planPlatforms - WebiOSAndroidRecognisedDocumentedFree planPlatforms
- WebRecognisedDocumentedFree planPlatforms
- Web
- Consolidated reporting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Consolidated reporting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Consolidated reporting
- Yes
- Document management
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Consolidated reporting
- Yes
- Entity management
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Consolidated reporting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedFree planPlatforms - WebiOS
- Free plan
- No
RecognisedDocumentedFree planPlatforms -
- Free plan
- No
- Consolidated reporting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedFree planPlatforms
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which family office software is ranked first on Everything Xiaomi?
QPLIX is ranked #1 of 24 with a score of 7.0. Elysys is second and Asseta third.
How many of these have a free plan?
0 of the 24 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Asora has the lowest first paid tier we found: $300/mo.
How is this list ranked?
Ranked on what each maker publishes: documentation depth, a free tier and the platforms it runs on. Paid placements never change a rank.