Altoo
Wealth aggregation and reporting platform for family offices and wealth owners
- Family offices
Family-office technologyCustom quote
Alternatives to Asset Vantage
Asset Vantage makes accounting and reporting software for single-family offices, multi-family offices, institutional wealth managers, and CPA and business management firms that keep books for wealthy families. The company says the product began as an internal tool at the family office of a technology group, and it now operates as part of the UNIDEL group. Read the Asset Vantage 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