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Private Wealth Daily

Family-office technology

Consolidated reporting, accounting, bill pay, document and entity management for family offices.

31 vendors · Updated October 26, 2026

News on Family-office technology in your edition and on My Desk.
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Private-investment document collection and data platform for wealth firms

  • Family offices
  • RIAs
  • Banks and trust companies

Alternatives platforms15 integrationsCustom quote

Carefull

Elder-fraud and scam monitoring plus family caregiving tools that advisors offer to clients

  • RIAs
  • Broker-dealers
  • Banks and trust companies

Client experienceCustom quote

Allocate

Private markets fund, SPV and portfolio platform for wealth advisors

  • RIAs
  • Asset managers

Alternatives platformsCustom quote

Asset Vantage

General ledger accounting and performance reporting for family offices

  • Family offices
  • RIAs

Family-office technology1 integrationSubscription

Athennian

Entity management software for family offices, funds and corporate legal teams

  • Family offices
  • Asset managers

Family-office technology5 integrationsSubscription

Atomic Insights

Client payment and money-movement workflow automation for RIAs and family offices, using custodian APIs

  • RIAs
  • Family offices

Integrations & operations5 integrationsCustom quote

Vidrio Financial

Managed data services and portfolio software for alternative investment allocators

  • Family offices
  • Asset managers

Family-office technology2 integrationsCustom quote

AddeparIn the news

Portfolio data, analytics and reporting platform for wealth firms

  • RIAs
  • Family offices
  • Banks and trust companies
  • Asset managers

Portfolio management5 integrationsCustom quote

Altoo

Wealth aggregation and reporting platform for family offices and wealth owners

  • Family offices

Family-office technologyCustom quote

Asora

Data aggregation, reporting and accounting software for family offices

  • Family offices

Family-office technology1 integrationTiered

Canopy

Wealth data aggregation and reporting for family offices and private banks

  • Family offices
  • Banks and trust companies

Family-office technology

Chronograph

Private capital portfolio monitoring software for LPs and GPs

  • Family offices
  • Asset managers

Alternatives platforms3 integrations

Finity360

Suite of native Salesforce apps for document management, onboarding forms, supervision and backup at wealth firms

  • RIAs
  • Broker-dealers

Family-office technology2 integrationsCustom quote

FundCount

Accounting and investment reporting software for family offices and funds

  • Family offices
  • Asset managers

Family-office technologySubscription

iCapitalIn the news

Alternative investment, structured note and annuity platform for wealth managers

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Family offices

Alternatives platforms2 integrations

IronClad Family

Co-branded digital family vault and protection review (iVaultX) that advisors offer to client households

  • RIAs
  • Family offices

Client experience2 integrationsTiered

LemonEdge

Fund and partnership accounting software for private markets and family offices

  • Family offices
  • Asset managers

Family-office technology1 integration

Luminary

AI estate planning software for wealth managers and advisors

  • RIAs
  • Family offices
  • Banks and trust companies

Financial planning6 integrationsCustom quote

NDEX Systems

Multi-custodian data aggregation, portfolio management and investment accounting for advisors and family offices

  • RIAs
  • Family offices
  • Asset managers

Integrations & operations6 integrations

PCR Insights

Custodial and alternative investment data aggregation for wealth firms

  • RIAs
  • Family offices
  • Banks and trust companies
  • Broker-dealers

Integrations & operations

SideDrawer

Client document vault and secure exchange platform for advisors, family offices and financial institutions.

  • RIAs
  • Family offices
  • Banks and trust companies
  • Insurance

Client experience8 integrationsTiered

Strad

Virtual family office platform for advisors coordinating households with CPAs, attorneys and insurers

  • RIAs
  • Family offices
  • Insurance

Family-office technology5 integrationsTiered

Summitas

White-label client portal with document vault, messaging and reporting for family offices, MFOs and RIAs

  • Family offices
  • RIAs

Client experience17 integrationsPer seat

Trustworthy

Encrypted family document vault with an advisor portal

  • Family offices

Client experiencePer account

Wealthica

Investment account aggregation dashboard and data API, focused on Canada

  • Family offices
  • RIAs

Integrations & operations1 integrationCustom quote

Tick two to four vendors, then compare them side by side.

Family-office technology: questions to ask before you buy

  1. How does reporting consolidate entities, trusts, partnerships and illiquid assets?
  2. Who maintains the general ledger, and how are bill pay approvals controlled?
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