ORCA
Family-office technology
Swiss legal entity and structure-chart management software for family offices and their advisors
- Built for
- Family offices
- Pricing · Region
- Custom quote · Europe
- Works with
- None listed yet
Governance and family portals
Consolidated reporting, accounting, bill pay, document and entity management for family offices.
- 5 vendors
- Updated October 27, 2026
- Free, editorial
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5 Governance and family portals vendors
Most complete profiles first, then A to Z · No company pays to be listed or for where it appears
1fs Wealth
Family-office technology
Wealth consolidation and document platform for wealthy families, family offices and private banks
- Built for
- Family offices, Banks and trust companies
- Pricing · Region
- Custom quote · UK
- Works with
- C-Bonds, Plaid, Yahoo Finance
Aleta
Family-office technology
Consolidated wealth reporting software for family offices
- Built for
- Family offices, RIAs
- Pricing · Region
- US
- Works with
- None listed yet
Altoo
Family-office technology
Wealth aggregation and reporting platform for family offices and wealth owners
- Built for
- Family offices
- Pricing · Region
- Custom quote · Europe
- Works with
- None listed yet
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Strad
Family-office technology
Virtual family office platform for advisors coordinating households with CPAs, attorneys and insurers
- Built for
- RIAs, Family offices, Insurance
- Pricing · Region
- Tiered · US
- Works with
- Schwab, Pershing, Interactive Brokers, Redtail +1 more