Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Alternatives to Altoo
Altoo runs the Altoo Wealth Platform, a software service that consolidates the bankable and non-bankable assets of wealthy individuals, families, and single- and multi-family offices. The Swiss company was founded in 2017 and says its clients are spread across more than 20 countries. Read the Altoo profile.
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
Canopy
Wealth data aggregation and reporting for family offices and private banks
- Family offices
- Banks and trust companies
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
Vidrio Financial
Managed data services and portfolio software for alternative investment allocators
- Family offices
- Asset managers
Family-office technologyCustom quote