Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Alternatives to ORCA
ORCA is Swiss software for managing ownership structures and legal entity records. Single and multi-family offices are core segments, alongside trust and law firms, private equity and real estate investors and operating companies. Read the ORCA profile.
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
Clockwork
Private and alternative investment tracking platform for family offices, investment groups and individual investors
- Family offices
Family-office technologyCustom quote
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