Consolidated reporting

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

31 vendors
Updated October 27, 2026
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CategoryFamily-office technology
TypeConsolidated reporting

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31 Consolidated reporting vendors

Most complete profiles first, then A to Z · No company pays to be listed or for where it appears

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Alternatives platforms

Private-investment document collection and data platform for wealth firms

Alts operations and subscriptions
Document and entity management
Consolidated reporting

Built for: Family offices, RIAs, Banks and trust companies
Pricing · Region: Custom quote · US
Works with: Envestnet, Addepar, Black Diamond, Salesforce +11 more

Jay Solutions

Family-office technology

Nordic consolidated wealth reporting platform (J-Ray) for family offices, private banks and asset owners

Proposal generation
Consolidated reporting
Performance reporting

Built for: Family offices, Banks and trust companies, Asset managers
Pricing · Region: Custom quote · Europe
Works with: Bloomberg, Morningstar, MSCI, Sustainalytics

KeeSystem

Portfolio management

Monaco-based portfolio management, CRM and compliance software (KeeSense) for wealth managers and family offices

Advisor CRM
Consolidated reporting
Data aggregation

Built for: RIAs, Family offices, Banks and trust companies
Pricing · Region: Custom quote · Europe
Works with: None listed yet

MYFO

Family-office technology

AI-driven data aggregation, reporting and analysis platform for family offices, advisors and banks

Alts operations and subscriptions
Consolidated reporting
Data aggregation

Built for: Family offices, RIAs, Banks and trust companies
Pricing · Region: Subscription · Other
Works with: None listed yet

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Performativ

Portfolio management

Cloud wealth management operating system for European wealth managers, family offices and private banks

AI assistants and agents
Consolidated reporting
Rebalancing and trading

Built for: Family offices, Asset managers, Banks and trust companies, RIAs
Pricing · Region: Custom quote · Europe
Works with: Interactive Brokers, ABN Amro, Avanza, Danske Bank +10 more

WealthWorks+

Document and entity management

Web-based trust, company and entity administration and compliance platform for trust companies, family offices and private client firms

Document and entity management
Consolidated reporting

Built for: Family offices, Banks and trust companies
Pricing · Region: Custom quote · UK
Works with: None listed yet

Allocate

Alternatives platforms

Private markets fund, SPV and portfolio platform for wealth advisors

Alts access and marketplaces
Alts operations and subscriptions
Consolidated reporting

Built for: RIAs, Asset managers
Pricing · Region: Custom quote · US
Works with: None listed yet

Asset Vantage

Family-office technology

General ledger accounting and performance reporting for family offices

Family-office accounting and GL
Bill pay and household operations
Consolidated reporting

Built for: Family offices, RIAs
Pricing · Region: Subscription · Other
Works with: BILL

Borderfolio for Advisors

Performance reporting

Portfolio consolidation, performance and cross-border tax screening for independent and cross-border financial advisers

Performance reporting
Investment research and analytics
Consolidated reporting

Built for: RIAs
Pricing · Region: Subscription · Other
Works with: Schwab, Interactive Brokers, Avanza, DEGIRO +11 more

Clockwork

Family-office technology

Private and alternative investment tracking platform for family offices, investment groups and individual investors

Alts operations and subscriptions
Document and entity management
Consolidated reporting

Built for: Family offices
Pricing · Region: Custom quote · US
Works with: Claude (Anthropic)

Flanks

Integrations & operations

Wealth data aggregation and enrichment platform for banks, family offices and external asset managers

Consolidated reporting
Data aggregation
Performance reporting

Built for: Banks and trust companies, Family offices, Asset managers, Retirement plans
Pricing · Region: Europe
Works with: Salesforce, Claude (Anthropic), Coinscrap Finance, Figen AI +10 more

Vidrio Financial

Family-office technology

Managed data services and portfolio software for alternative investment allocators

Alts operations and subscriptions
Investment research and analytics
Consolidated reporting

Built for: Family offices, Asset managers
Pricing · Region: Custom quote · US
Works with: Axioma, HFR

WIZE

Portfolio management

Swiss all-in-one PMS, CRM, compliance and order management platform for wealth managers and family offices

RIA compliance platforms
Consolidated reporting
Rebalancing and trading

Built for: RIAs, Family offices, Asset managers, Banks and trust companies
Pricing · Region: Europe
Works with: None listed yet

1fs Wealth

Family-office technology

Wealth consolidation and document platform for wealthy families, family offices and private banks

Document and entity management
Governance and family portals
Consolidated reporting

Built for: Family offices, Banks and trust companies
Pricing · Region: Custom quote · UK
Works with: C-Bonds, Plaid, Yahoo Finance

Addepar

Portfolio management

In the news

Portfolio data, analytics and reporting platform for wealth firms

Consolidated reporting
Portfolio accounting
Billing

Built for: RIAs, Family offices, Banks and trust companies, Asset managers
Pricing · Region: Custom quote
Works with: Wealthbox, eMoney, DPL Financial Partners, MSCI Wealth Manager +1 more

Aleta

Family-office technology

Consolidated wealth reporting software for family offices

Governance and family portals
Consolidated reporting
Data aggregation

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

Document and entity management
Governance and family portals
Consolidated reporting

Built for: Family offices
Pricing · Region: Custom quote · Europe
Works with: None listed yet

Asora

Family-office technology

Data aggregation, reporting and accounting software for family offices

Family-office accounting and GL
Document and entity management
Consolidated reporting

Built for: Family offices
Pricing · Region: Tiered · Europe
Works with: Canoe Intelligence

Asseta

Family-office technology

Multi-entity general ledger, bill pay and reporting software for family offices and RIAs

Family-office accounting and GL
Bill pay and household operations
Consolidated reporting

Built for: Family offices, RIAs
Pricing · Region: Not published
Works with: Addepar, Black Diamond, Arch, BILL +2 more

Canopy

Family-office technology

Wealth data aggregation and reporting for family offices and private banks

AI research and document analysis
Consolidated reporting
Data aggregation

Built for: Family offices, Banks and trust companies
Pricing · Region: Other
Works with: None listed yet

Chronograph

Alternatives platforms

Private capital portfolio monitoring software for LPs and GPs

Alts operations and subscriptions
Consolidated reporting

Built for: Family offices, Asset managers
Pricing · Region: US
Works with: Claude (plugins), Microsoft Excel (xConnect plug-in), Snowflake

Copia Wealth Studios

Family-office technology

In the news

Portfolio reporting and document software for family offices and RIAs

Alts operations and subscriptions
Document and entity management
Consolidated reporting

Built for: Family offices, RIAs
Pricing · Region: Custom quote · US
Works with: None listed yet

Eton Solutions

Family-office technology

Family office ERP software with accounting, reporting and AI tools

AI research and document analysis
Family-office accounting and GL
Bill pay and household operations

Built for: Family offices, RIAs
Pricing · Region: Custom quote · US
Works with: Microsoft Azure

FundCount

Family-office technology

Accounting and investment reporting software for family offices and funds

Alts operations and subscriptions
Family-office accounting and GL
Consolidated reporting

Built for: Family offices, Asset managers
Pricing · Region: Subscription · Other
Works with: None listed yet

iCapital

Alternatives platforms

In the news

Alternative investment, structured note and annuity platform for wealth managers

Alts access and marketplaces
Alts operations and subscriptions
Consolidated reporting

Built for: RIAs, Broker-dealers, Banks and trust companies, Family offices
Pricing · Region: US
Works with: Claude for Financial Advisors, Envestnet (Alternatives Exchange)