Top 5 Consolidated Reporting Software for Family Offices

Family offices today need more than spreadsheets to keep up with the growing complexity of managing wealth. They’re turning to top consolidated reporting software that provide a clear, timely view across all asset classes. These platforms go beyond simple aggregation, offering powerful analytics, customisable dashboards, and seamless data integrations to support informed decision-making.

Whether you’re overseeing a single-family office or managing multiple client relationships, our roundup of the best consolidated reporting software aims to guide you to solutions that deliver operational efficiency, robust reporting, and long-term value.

Landytech

Year founded: 2018 | $$$

Headquartered in the UK, Landytech is designed for asset owners, managers, and advisers who require timely performance analytics and bookkeeping support.

Its Sesame platform combines investment reporting with operational tools, making it well-suited for teams managing structured financial records alongside portfolio data.

Best for: Asset owners, managers, and advisers with $100M–$500M AUM seeking performance analytics and bookkeeping support.

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Masttro

Year founded: 2010 | $$$$

Masttro is well-suited for family offices and wealth managers managing layered ownership structures and large volumes of financial documents. Its AI-powered document automation and secure data aggregation make it easy to consolidate complex financial and ownership information.

With visualisation tools designed for clarity and communication, Masttro enables a clear, dynamic view of wealth across generations and entities.

Best for: Wealth managers and family offices managing $250M–$1B+ AUM with layered ownership structures and document-heavy workflows.

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Microsoft Excel

Year founded: 1985 | $

Microsoft Excel is a common starting point for family offices and UHNWIs due to its low cost, flexibility, and familiarity. It allows teams to manually consolidate data and build custom reports across accounts and entities.

However, as portfolios grow in complexity, Excel’s manual workflows often become time-consuming and error-prone, limiting its effectiveness as a long-term reporting solution.

Best for: Startup SFOs or UHNWIs with less than $100M AUM managing reporting manually.

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Conclusion: How to pick the best consolidated reporting software

Every family office operates differently, be it in terms of investment complexity, reporting cadence, or internal capabilities. The best consolidated reporting software is the one that aligns with your specific needs, offering the right balance of automation, flexibility, and ease of use.

By understanding the strengths of each platform, you can choose a solution that simplifies your reporting process, enhances visibility across assets, and supports better decision-making for generations to come.

*All images from company websites, social media, or created for illustration. Excel image is a stylised depiction.