Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Alternatives to MYFO
MYFO is a Canadian software platform for family offices, with versions for RIAs and banks that serve wealthy families. It aims to replace analyst work spent gathering and reconciling financial data across custodians, entities and asset classes. Read the MYFO 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
Clockwork
Private and alternative investment tracking platform for family offices, investment groups and individual investors
- Family offices
Family-office technologyCustom quote
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
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