Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Alternatives to Strad
Strad is a virtual family office platform from Dow Software that lets RIAs and advisory firms deliver family-office-style coordination to mass-affluent and complex households. It also has versions for attorneys, tax advisors, insurance agents and family business offices, and it is meant to run alongside a firm's existing CRM. Read the Strad 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
Eton Solutions
Family office ERP software with accounting, reporting and AI tools
- Family offices
- RIAs
Family-office technologyCustom quote
QPLIX
Wealth platform for family offices, wealth managers and private banks: reporting, accounting, trading
- Family offices
- Asset managers
- Banks and trust companies
Clockwork
Private and alternative investment tracking platform for family offices, investment groups and individual investors
- Family offices
Family-office technologyCustom quote
ORCA
Swiss legal entity and structure-chart management software for family offices and their advisors
- Family offices
Family-office technologyCustom quote
