Private Wealth Systems
Portfolio accounting, aggregation and reporting software for family offices
- Family offices
- RIAs
Family-office technologyCustom quote
FundCount sells accounting and investment reporting software to family offices, hedge funds, fund administrators, asset managers and private equity firms, including both single- and multi-family offices. The company says firms in 25 countries use it and that more than $100 billion in assets sit on the platform. Read the FundCount profile.
Portfolio accounting, aggregation and reporting software for family offices
Family-office technologyCustom quote
General ledger accounting and performance reporting for family offices
Family-office technologySubscription
Wealth aggregation and reporting platform for family offices and wealth owners
Family-office technologyCustom quote
Data aggregation, reporting and accounting software for family offices
Family-office technologyTiered
Portfolio reporting and document software for family offices and RIAs
Family-office technologyCustom quote
Family office ERP software with accounting, reporting and AI tools
Family-office technologyCustom quote
Fund and partnership accounting software for private markets and family offices
Managed data services and portfolio software for alternative investment allocators
Family-office technologyCustom quote
Entity management software for family offices, funds and corporate legal teams
Family-office technologySubscription
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