Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Alternatives to Finity360
Finity360 is a set of native Salesforce applications from Arcus Partners, a Salesforce-focused technology firm serving wealth management, RIA and broker-dealer organizations. It is meant for firms that run their advisor and operations work in Salesforce. Read the Finity360 profile.
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
Eton Solutions
Family office ERP software with accounting, reporting and AI tools
- Family offices
- RIAs
Family-office technologyCustom quote
Strad
Virtual family office platform for advisors coordinating households with CPAs, attorneys and insurers
- RIAs
- Family offices
- Insurance
Family-office technologyTiered
Copia Wealth StudiosIn the news
Portfolio reporting and document software for family offices and RIAs
- 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
Private Wealth Systems
Portfolio accounting, aggregation and reporting software for family offices
- Family offices
- RIAs
Family-office technologyCustom quote
Athennian
Entity management software for family offices, funds and corporate legal teams
- Family offices
- Asset managers
Family-office technologySubscription