Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Alternatives to Copia Wealth Studios
Copia Wealth Studios makes wealth reporting software for single-family offices, multi-family offices, RIAs and other institutions, as well as for wealthy investors who run their own portfolios. The company says its platform is used by more than one hundred family offices. Read the Copia Wealth Studios profile.
Clockwork
Private and alternative investment tracking platform for family offices, investment groups and individual investors
- Family offices
Family-office technologyCustom quote
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
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 technologyTiered
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
FundCount
Accounting and investment reporting software for family offices and funds
- Family offices
- Asset managers
Family-office technologySubscription
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
ORCA
Swiss legal entity and structure-chart management software for family offices and their advisors
- Family offices
Family-office technologyCustom quote