Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Alternatives to WealthWorks+
WealthWorks+ is a browser-based administration and compliance platform from thewealthworks, a UK software company in Handcross, West Sussex, for trust and corporate service providers, family offices, private client practitioners and other firms that run complex wealth structures. It covers UK and offshore trusts, companies, partnerships, funds, foundations, family investment companies, individuals and estates. Read the WealthWorks+ 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
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
Copia Wealth StudiosIn the news
Portfolio reporting and document software for family offices and RIAs
- Family offices
- RIAs
Family-office technologyCustom quote