Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Alternatives to Clockwork
Clockwork sells Clockwork Universe, a web platform for recording and monitoring private and alternative investments alongside public holdings. Its buyers are family offices, investment groups and individual investors, and it also markets a version for advisors and intermediaries who report to asset owners. Read the Clockwork 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
Asseta
Multi-entity general ledger, bill pay and reporting software for family offices and RIAs
- Family offices
- RIAs
Copia Wealth StudiosIn the news
Portfolio reporting and document software for family offices and RIAs
- Family offices
- RIAs
Family-office technologyCustom quote
Eton Solutions
Family office ERP software with accounting, reporting and AI tools
- 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
MYFO
AI-driven data aggregation, reporting and analysis platform for family offices, advisors and banks
- Family offices
- RIAs
- Banks and trust companies
Family-office technologySubscription
ORCA
Swiss legal entity and structure-chart management software for family offices and their advisors
- Family offices
Family-office technologyCustom quote