Arch
Private-investment document collection and data platform for wealth firms
- Family offices
- RIAs
- Banks and trust companies
Alternatives platforms15 integrationsCustom quote
Document and entity management
Consolidated reporting, accounting, bill pay, document and entity management for family offices.
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Showing 13 of 13Most complete profiles first, then A to Z
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
Athennian
Entity management software for family offices, funds and corporate legal teams
- Family offices
- Asset managers
Family-office technology5 integrationsSubscription
Canoe IntelligenceIn the news
Alternative investment document collection and data extraction software
- Family offices
- RIAs
- Asset managers
Alternatives platforms5 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
Copia Wealth StudiosIn the news
Portfolio reporting and document software for family offices and RIAs
- Family offices
- RIAs
Family-office technologyCustom quote
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
IronClad Family
Co-branded digital family vault and protection review (iVaultX) that advisors offer to client households
- RIAs
- Family offices
Client experience2 integrationsTiered
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
Document and entity management: questions to ask before you buy
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Document and entity management in the news
- Canoe Intelligence
Top 100 hedge funds trail wider industry in first half
- Copia Wealth Studios
Northwestern Mutual, Northern Trust and Citi each add family-office governance roles
- Copia Wealth Studios
Northwestern Mutual launches family office platform; Citi and Northern Trust hire family office specialists
- Arch
Alternatives infrastructure draws billion-dollar bids while RIA allocations stay stuck at 3%
- Carefull
The hospital question is the cheapest test of an aging book
- Arch
ILS moves beyond weather: sidecars take on M&A risk