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Private Wealth Daily

Data aggregation

Data aggregation, integration hubs and middleware, workflow automation and outsourced back office.

11 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

Asset Vantage

General ledger accounting and performance reporting for family offices

  • Family offices
  • RIAs

Family-office technology1 integrationSubscription

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

Canopy

Wealth data aggregation and reporting for family offices and private banks

  • Family offices
  • Banks and trust companies

Family-office technology

PCR Insights

Custodial and alternative investment data aggregation for wealth firms

  • RIAs
  • Family offices
  • Banks and trust companies
  • Broker-dealers

Integrations & operations

Wealth Access

Data unification and client portal platform for bank wealth units

  • Banks and trust companies

Integrations & operations2 integrationsCustom quote

Wealthica

Investment account aggregation dashboard and data API, focused on Canada

  • Family offices
  • RIAs

Integrations & operations1 integrationCustom quote

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

Data aggregation: questions to ask before you buy

  1. Which firms like ours, by size and business model, run on it today, and may we speak to two of them?
  2. What does the full first-year cost come to, including implementation, data conversion, training and integrations?
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Data aggregation in the news

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