Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Alternatives to Asseta
Asseta sells accounting software built for single-family offices, multi-family offices and RIAs that manage many legal entities. It is marketed as The Intelligent Family Office Suite and targets finance staff such as CFOs, controllers and outside accounting firms. Read the Asseta 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
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
ORCA
Swiss legal entity and structure-chart management software for family offices and their advisors
- 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