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Private Wealth Daily

Document and entity management

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

7 vendors · Updated October 26, 2026

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Private-investment document collection and data platform for wealth firms

  • Family offices
  • RIAs
  • Banks and trust companies

Alternatives platforms15 integrationsCustom quote

Athennian

Entity management software for family offices, funds and corporate legal teams

  • Family offices
  • Asset managers

Family-office technology5 integrationsSubscription

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 technology1 integrationTiered

Trustworthy

Encrypted family document vault with an advisor portal

  • Family offices

Client experiencePer account

Tick two to four vendors, then compare them side by side.

Document and entity management: questions to ask before you buy

  1. How does reporting consolidate entities, trusts, partnerships and illiquid assets?
  2. Who maintains the general ledger, and how are bill pay approvals controlled?
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