Private Wealth Systems
Portfolio accounting, aggregation and reporting software for family offices
- Family offices
- RIAs
Family-office technologyCustom quote
Alternatives to QPLIX
QPLIX is a German wealth management software platform built for single and multi-family offices, independent wealth and asset managers, private banks, corporate treasury teams and foundations. It grew out of family office work and is designed for complex ownership structures and portfolios across many asset classes. Read the QPLIX profile.
Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
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
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
Strad
Virtual family office platform for advisors coordinating households with CPAs, attorneys and insurers
- RIAs
- Family offices
- Insurance
Family-office technologyTiered
Jay Solutions
Nordic consolidated wealth reporting platform (J-Ray) for family offices, private banks and asset owners
- Family offices
- Banks and trust companies
- Asset managers
Family-office technologyCustom quote