Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Alternatives to Athennian
Athennian makes entity management software for legal, tax and finance teams that run complex ownership structures. Its customers include corporate groups, law firms, private equity and real estate managers, and it markets a version to family offices for keeping records on trusts, holding companies and other entities. Read the Athennian profile.
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
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
Vidrio Financial
Managed data services and portfolio software for alternative investment allocators
- Family offices
- Asset managers
Family-office technologyCustom quote
Canopy
Wealth data aggregation and reporting for family offices and private banks
- Family offices
- Banks and trust companies