Altoo
Wealth aggregation and reporting platform for family offices and wealth owners
- Family offices
Family-office technologyCustom quote
Alternatives to Asset Vantage
Asset Vantage makes accounting and reporting software for single-family offices, multi-family offices, institutional wealth managers, and CPA and business management firms that keep books for wealthy families. The company says the product began as an internal tool at the family office of a technology group, and it now operates as part of the UNIDEL group. Read the Asset Vantage profile.
Asora
Data aggregation, reporting and accounting software for family offices
- Family offices
Family-office technologyTiered
1fs Wealth
Wealth consolidation and document platform for wealthy families, family offices and private banks
- Family offices
- Banks and trust companies
Family-office technologyCustom quote
Asseta
Multi-entity general ledger, bill pay and reporting software for family offices and RIAs
- Family offices
- RIAs
Eton Solutions
Family office ERP software with accounting, reporting and AI tools
- Family offices
- RIAs
Family-office technologyCustom quote
MYFO
AI-driven data aggregation, reporting and analysis platform for family offices, advisors and banks
- Family offices
- RIAs
- Banks and trust companies
Family-office technologySubscription
Clockwork
Private and alternative investment tracking platform for family offices, investment groups and individual investors
- Family offices
Family-office technologyCustom quote
ORCA
Swiss legal entity and structure-chart management software for family offices and their advisors
- Family offices
Family-office technologyCustom quote
Canopy
Wealth data aggregation and reporting for family offices and private banks
- Family offices
- Banks and trust companies