Buyer's Guide

The best family office software for single and multi-family offices

A landscape guide to software your target operating model may need: FO reporting platforms, accounting systems, all-in-one ERPs, product partners, and specialists. Published by Asora. Shortlist by job, not brand noise.

Adam Cleland, CEO & Founder, AsoraUpdated July 22, 2026

New to the category? Read Family office software: the 2026 guide. Ready for head-to-head feature tables vs named competitors? Go to Compare Asora.

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Quick verdict

Which platform should you choose?

If you run a single or multi-family office, manage wealth as a principal, or advise families, and you need one system that pulls bank and custodian data, tracks private assets, and produces reports on demand, Asora is built for this reporting job. Pricing is public, and implementation typically takes 4 to 6 weeks.

This page is not only competitors. It is software family offices actually evaluate: FO reporting alternatives, product partners that stack with Asora, accounting and ERP systems, and specialists for firm analytics or governance. Asora may cover part of a specialist job (for example private assets) without replacing a dedicated layer such as Arch for alts admin.

Product partners are labelled so you know what connects versus what competes. Strict Asora vs competitor comparisons are on Compare Asora, not here.

For reporting and portfolio oversight, evaluate bank and custodian feeds, private assets, and reports on demand. Asora is built for this job.
Accounting and full-office operations are a different job: start there when the ledger, bill pay, or broader back office is the primary purchase.
Product partners (Addepar, Arch) sit beside Asora in the stack. Different job, separate product, connected where useful.
This page is the landscape shortlist. For strict head-to-head feature tables against named competitors, use Compare Asora.

Choose by job

Start with the primary job

Select a company to jump to its full profile below.

Reporting & portfolio oversight

For consolidating bank, custodian, and private-asset data into portfolio and wealth reporting.

Asora
Altoo
Canopy
Landytech
Masttro
PandaConnect
QPLIX
Swimbird

Accounting & full-office operations

For general ledger, partnership accounting, bill pay, tax-ready records, or broader back-office workflows.

Archway
Asset Vantage
Asseta AI
Eton Solutions
Fundcount
SumIt

Multi-client portfolio analytics

For advisors, RIAs, and wealth firms that analyse and report across many client books.

Addepar
Black Diamond

Specialist administration & governance

For a narrower layer such as private-markets administration, ownership structures, entity administration, or governance.

Arch
Orca

Platforms at a glance

Software family offices meet on a shortlist

Asora Partners are tagged beneath the vendor name. Best for is the job, not office size. Head-to-head feature tables: Compare Asora.

Vendor	Category	Best for	Price
Asora	Reporting & workflow platform	Automated data aggregation, private asset tracking, and on-demand reporting.	Tiered, from $900 / €800 per month
AddeparAsora Partner	Portfolio reporting & analytics	Multi-client wealth firms that need institutional portfolio analytics across client books.	Custom; not publicly disclosed
ArchAsora Partner	Private markets admin & alts data	Collecting and structuring private-investment documents, K-1s, capital calls, and alts admin so teams stop chasing portals by hand.	Custom; not publicly disclosed
Archway	Accounting & investment operations	Established accounting-led operations with optional outsourced services.	Custom; not publicly disclosed
Altoo	Client portal & reporting	Fast setup and oversight of bankable and non-bankable assets.	Not publicly disclosed
Asset Vantage	Accounting & portfolio platform	Unified general ledger and portfolio performance in one system.	Not publicly disclosed
Asseta AI	AI-native accounting suite	AI-automated accounting and back-office operations.	Not publicly disclosed
Black Diamond	Portfolio reporting & trading	Advisory firms that need portfolio accounting, performance reporting, and trading workflows in one wealth platform.	Flexible, relationship-based
Canopy	Reporting & analytics platform	API-driven analytics and customizable reporting across banks.	Not publicly disclosed
Eton Solutions	Integrated family office ERP	End-to-end operations on a single integrated platform.	Custom; not publicly disclosed
Fundcount	Investment accounting platform	Integrated partnership accounting and investment reporting.	Published packages from $24,000/year
Landytech	Portfolio reporting & data	Deep custodial connectivity and automated bookkeeping.	Not publicly disclosed
Masttro	Wealth reporting & aggregation	Multi-entity consolidated wealth view and alternative asset tracking.	Annual subscription (not AUM-based); custom quote
Orca	Governance & entity management	Governance-focused entity management and compliance.	Tiered plans
PandaConnect	Portfolio reporting platform	Multi-custodian connectivity and performance measurement.	Not publicly disclosed
QPLIX	Portfolio reporting & investment	Complex legal structures and private market exposure.	Not publicly disclosed
SumIt	Family office general ledger	Multi-entity accounting with one-click consolidation.	Custom; scales with entity count
Swimbird	Data aggregation & infrastructure	Data transformation and visibility across listed and alternative assets.	Not publicly disclosed

Asora is highlighted because we publish this guide. Product partner means Asora connects to that layer in the stack; it is a separate product with its own commercial relationship. Pricing is based on publicly available vendor information (as of March 2026); many providers do not publish fixed pricing.

Reporting & workflow platform

Publisher

Asora

Most family offices still run on spreadsheets, bank portals, and emailed PDFs. Asora replaces that stack with one system: bank and custodian data pulled in automatically, private assets tracked alongside liquid holdings, and reports the principal can open the same day. Built for single and multi-family offices, self-run principals, and the advisors who serve them. Available on web and mobile, with role-based access so family members, the office team, and external advisers each see what they need. ISO 27001 certified.

Price: Tiered, from $900 / €800 per month
Best for: Automated data aggregation, private asset tracking, and on-demand reporting.
Client segment: Ultra-high-net-worth individuals and family offices of all sizes

Implementation & onboarding

Asora typically supports implementation timelines ranging from 4 to 6 weeks, depending on the number of custodians, legal entities, and alternative assets being onboarded.

Tech stack compatibility

Asora integrates with global custodians, private banks, and alternative investment managers via automated data feeds. Product partners include Addepar (portfolio data into Asora) and Arch (private-markets admin and alts data workflows).

Key capabilities

Data Aggregation
Customisable reports
Private asset tracking
Deal pipeline
Task and document management

Our verdict

Our platform, and the reason this guide exists. Asora is built for family offices, principals, and advisors who want automated aggregation, private asset tracking, and on-demand reporting, with transparent tiered pricing and a typical go-live measured in weeks.

Schedule a Demo See Asora Pricing Strict competitor comparisons

Asora data aggregation across custodians — Data aggregation

Asora performance monitoring dashboard — Performance reporting

Asora private assets tracking — Private assets

Results from offices on Asora

What changes after go-live

“What used to take hours or days is now done in minutes.”
Donald Campbell
Partner, Capstone Family Office · Multi-Family Office
Read the case study

“Bardfour Family Office's wealth structure was live in under 4 weeks.”
Pearse Brolly
Director of Investments, Bardfour Family Office · Single-Family Office
Read the case study

Full profiles

Every platform on the guide

Partners, FO alternatives, and specialists. Tags match the table. Jump from a shortlist chip above to the matching profile.

Portfolio reporting & analytics

Asora Partner

Addepar

Founded in 2009, Addepar is a portfolio data and analytics platform built for investment professionals at wealth firms. Its core buyers are RIAs, wealth managers, private banks, and broker-dealers that report and analyse portfolios across many client relationships. Public figures put more than 1,400 firms and about $9 trillion of assets on the platform across 60+ countries. Pricing is custom (typically relationship- or AUM-based), not published as a self-serve software tier.

Price: Custom; not publicly disclosed
Best for: Multi-client wealth firms that need institutional portfolio analytics across client books.
Client segment: RIAs and wealth managers, private banks, broker-dealers, and institutions

Implementation & onboarding

Addepar does not publish a fixed onboarding timeline. Implementations are scoped per firm: data feeds, historical migration, and report design, usually as a dedicated project with ongoing data operations.

Tech stack compatibility

Broad custodian and bank connectivity, open APIs, and a partner ecosystem for CRM, planning, and market data. Asora is an Addepar product partner and can pull portfolio data from Addepar when both are in the stack. Addepar stays the multi-client analytics layer; Asora the family-office operating platform.

Key capabilities

Multi-client portfolio reporting
Performance and exposure analytics
Ownership and look-through modelling
Open API and integration ecosystem

Our verdict

Who Addepar is for: RIAs, private banks, broker-dealers, and other multi-client wealth firms whose product is institutional portfolio analytics and client reporting. That is a different buyer than a family office choosing day-to-day aggregation and reporting. Asora partners with Addepar and can pull Addepar data into Asora when both are in the stack. For a family office software shortlist, use the Reporting & portfolio oversight section (Asora plus FO reporting alternatives), not Addepar as the FO operating system.

Private markets admin & alts data

Asora Partner

Arch

Arch calls itself the digital admin for private investments. It aggregates communications, documents, and data across managers and institutions, structures alternative investment information for analysis, and supports workflows around capital calls, K-1s, and private-portfolio monitoring. Buyers are typically alts-heavy advisors and family offices that need operations relief on private markets, not a full liquid+illiquid family office operating system. Not the same company as Archway (the accounting-led FO platform also listed in this guide).

Price: Custom; not publicly disclosed
Best for: Collecting and structuring private-investment documents, K-1s, capital calls, and alts admin so teams stop chasing portals by hand.
Client segment: RIAs, family offices, banks, fund administrators, and tax firms with private-market holdings

Implementation & onboarding

Arch does not publish a single standard onboarding timeline. Expect a scoped project around manager portals, document sources, and how alts data should flow to the rest of the stack.

Tech stack compatibility

Document and portal-driven private markets data, workflows for alts admin, and integrations into broader wealth stacks. Asora is an Arch product partner: Arch specialises in private-markets administration; Asora is the family office platform for consolidated reporting and day-to-day oversight across liquid and private assets.

Key capabilities

Alts document and data collection
K-1 and capital-call workflows
Private portfolio monitoring
Structured alts data for downstream systems

Our verdict

Who Arch is for: teams drowning in private-market paperwork and manager portals who need a dedicated alts admin layer. Who it is not: a substitute for a full family office reporting platform. Asora partners with Arch. Common pattern: Arch for private-markets ops, Asora for the consolidated family wealth picture.

Accounting & investment operations

Archway

Not to be confused with Arch (private-markets admin, also listed above). The Archway Platform unifies general ledger accounting, investment data aggregation, and reporting for family offices, and has served family office back offices for over two decades. Part of SEI from 2017 to 2025, the business was acquired by private investment firm Aquiline in 2025 and operates under the Archway brand again. The software can be paired with outsourced accounting and administration services.

Price: Custom; not publicly disclosed
Best for: Established accounting-led operations with optional outsourced services.
Client segment: Single and multi-family offices, private banks, institutions

Implementation & onboarding

Implementations are scoped per office. Archway supports both software-only deployments and service-supported models, which affects timeline and staffing requirements.

Tech stack compatibility

The platform integrates custodial and bank feeds with its accounting core and supports reporting across entities, partnerships, and trusts.

Key capabilities

General ledger accounting
Partnership accounting
Investment data aggregation
Outsourced service options

Our verdict

Consider Archway when general-ledger workflows and optional outsourced accounting or administration are central to the scope.

Client portal & reporting

Altoo

Founded in 2017, Altoo helps individual wealth owners, family offices, fund managers, and advisors consolidate bankable and non-bankable assets, monitor asset allocation, manage documents and tasks, and manage risks.

Price: Not publicly disclosed
Best for: Fast setup and oversight of bankable and non-bankable assets.
Client segment: Ultra-high-net-worth individuals, single-family offices, multi-family offices, trusts and foundations, private bankers, independent asset managers

Implementation & onboarding

Altoo's onboarding includes platform access within 24 hours of contract execution, and the timeframe to establish bank and custodian connectivity depends on external paperwork with banks, usually completed within 1-4 weeks.

Tech stack compatibility

Altoo connects to bank and custodian feeds to provide consolidated aggregation of bankable and non-bankable assets, and its SaaS platform is built around secure Swiss-based infrastructure for wealth data aggregation, reporting, and document storage.

Key capabilities

Legal structure overview
Cashflow analyser / future cashflows reporting
Intuitive 'Explore' feature to analyse asset / performance

Our verdict

Consider Altoo when the scope is consolidated oversight of bankable and non-bankable assets. Assess any required accounting and back-office workflows separately.

Accounting & portfolio platform

Asset Vantage

Founded in 2011, Asset Vantage combines a multi-currency general ledger with portfolio performance reporting, so investment data and books of account stay reconciled in one system. It serves family offices and the accountants who work with them, with operations across the US and India.

Price: Not publicly disclosed
Best for: Unified general ledger and portfolio performance in one system.
Client segment: Single and multi-family offices, CPAs and accounting firms serving wealthy families

Implementation & onboarding

Implementations are scoped per engagement and typically involve migrating historical ledgers and portfolio data. Timelines depend on entity count and data history.

Tech stack compatibility

Asset Vantage supports custodial and bank feeds, document management, and integrations with tax and accounting workflows around its ledger-first architecture.

Key capabilities

Multi-currency general ledger
Performance reporting
Entity-level accounting
Tax-ready reporting

Our verdict

Consider Asset Vantage when a multi-currency general ledger and tax-ready books drive the purchase. Compare reporting-led requirements separately.

Still shortlisting?

Walk through Asora against your shortlist

Bring the FO reporting alternatives you are weighing. We will show data aggregation, private assets, and reporting on your operating model. For strict feature tables against named competitors, use Compare Asora.

Schedule a Demo See Pricing

AI-native accounting suite

Asseta AI

Asseta is an AI-native suite that unifies accounting, finance, investments, and reporting for family offices. It centres on a multi-entity, multi-currency general ledger with banking, bill pay, investment tracking, and document storage in one system, and applies AI to automate work such as intercompany activity and reconciliation.

Price: Not publicly disclosed
Best for: AI-automated accounting and back-office operations.
Client segment: Single and multi-family offices

Implementation & onboarding

Asseta states that clients typically reach full operational capability within 8 to 12 weeks.

Tech stack compatibility

Asseta connects to more than 15,000 financial institutions and applications and holds SOC 2 Type II certification.

Key capabilities

Multi-entity general ledger
AI-automated bookkeeping
Bill pay and banking
Investment tracking and reporting

Our verdict

Consider Asseta when multi-entity accounting and AI-assisted back-office automation are the primary requirements. Review product maturity and implementation scope during evaluation.

Portfolio reporting & trading

Specialist

Black Diamond

The SS&C Black Diamond Wealth Platform is part of SS&C Advent, a division of SS&C Technologies. It is a cloud wealth platform used mainly by RIAs and other multi-client advisory firms for portfolio management, performance reporting, rebalancing/trading, and related practice workflows. Family offices sometimes meet it through an advisor who already runs on Black Diamond, rather than as a first-choice pure family-office stack.

Price: Flexible, relationship-based
Best for: Advisory firms that need portfolio accounting, performance reporting, and trading workflows in one wealth platform.
Client segment: RIAs, breakaway advisors, broker-dealers, family offices, banks and trust companies, asset managers, retirement service providers, foundations

Implementation & onboarding

SS&C Black Diamond does not publicly publish a standard onboarding timeframe. Implementation timelines vary based on custom configuration, reporting requirements, and portfolio accounting setup.

Tech stack compatibility

Cloud-native platform with custodian connections plus integrations for trading, rebalancing, CRM, and related advisory tools.

Key capabilities

Portfolio management and reporting
Data aggregation
Trading / rebalancing

Our verdict

Who Black Diamond is for: multi-client advisory firms (RIAs and similar) that want portfolio accounting and reporting inside the SS&C wealth stack. Family offices on this page should treat it as an advisor-ecosystem platform, not the default pure family-office operating system.

Reporting & analytics platform

Canopy

The Singapore-based company offers family offices, wealth managers, and EAM client advisors a customisable data analytics platform focused on data aggregation, performance reporting, and multi-bank, multi-asset, and multi-currency reporting, with flexible dashboards and analytics tools.

Price: Not publicly disclosed
Best for: API-driven analytics and customizable reporting across banks.
Client segment: High-net-worth individuals, wealth managers, family offices

Implementation & onboarding

Canopy does not provide publicly documented onboarding timelines on its website. Implementation schedules typically depend on data integration and custodial connections unique to each family office.

Tech stack compatibility

Canopy is a cloud-based data aggregation and analytics platform that supports integration with banks, custodians, and external systems. Its architecture is designed to accommodate flexible data inputs and enable connectivity with other tools used across the family office technology stack.

Key capabilities

Customisable dashboards and reports
Multi-bank and multi-asset data aggregation
Performance reporting
Flexible analytics across complex portfolios

Our verdict

Consider Canopy when the scope centres on API-driven aggregation, analytics, and configurable reporting across multiple banks.

Integrated family office ERP

Eton Solutions

Eton Solutions was founded by family office leaders to handle the complexities of running single-family offices, and its AtlasFive platform reflects that origin. It combines general ledger accounting, bill pay, investment data, entity management, document management, and reporting with hundreds of pre-built workflows, aiming to run the entire family office operation in one system.

Price: Custom; not publicly disclosed
Best for: End-to-end operations on a single integrated platform.
Client segment: Large single and multi-family offices, private trust companies

Implementation & onboarding

AtlasFive implementations are substantial, structured projects. Eton Solutions scopes timelines per office based on entities, workflows, and historical data migration.

Tech stack compatibility

AtlasFive centralises data in a single integrated platform with connected modules, and adds AI capabilities for document processing and querying across the office's data.

Key capabilities

Integrated general ledger
Entity management
Workflow automation
Bill pay
Consolidated reporting

Our verdict

Consider Eton Solutions when the scope combines accounting, bill pay, workflows, entity management, and reporting in one ERP-style project. A reporting-only requirement is a different implementation scope.

Investment accounting platform

Fundcount

Fundcount provides an investment accounting and reporting platform used by family offices and related firms, with strengths in portfolio accounting, partnership accounting, general ledger, and reporting.

Price: Published packages from $24,000/year
Best for: Integrated partnership accounting and investment reporting.
Client segment: Single-family offices, multi-family offices, high-net-worth individuals, asset managers, fund admins, hedge funds, private equity firms

Implementation & onboarding

FundCount structures its implementations in phases rather than a fixed timeframe, offering both managed and guided approaches based on client size, complexity, and industry.

Tech stack compatibility

FundCount emphasises integration, interoperability, and the use of APIs to enable connectivity between its platform and third-party systems such as CRM, business intelligence, reporting, and other solutions. APIs and app-based connectivity are key to automating workflows, reducing manual intervention, and enabling a unified technology stack.

Key capabilities

Partnership and portfolio accounting
Consolidated reporting
Unified general ledger
Data aggregation

Our verdict

Consider FundCount when partnership accounting, portfolio accounting, and a unified general ledger are primary requirements.

Portfolio reporting & data

Landytech

UK-based Landytech helps family offices use data aggregation and analytics to make informed investment decisions. The platform, Sesame, also offers portfolio management, cash flow management, and reporting features.

Price: Not publicly disclosed
Best for: Deep custodial connectivity and automated bookkeeping.
Client segment: Single-family offices, multi-family offices, asset managers, trustees

Implementation & onboarding

Landytech does not publicly list a specific onboarding timeframe; deployment duration depends on custodian connections and data aggregation needs.

Tech stack compatibility

Landytech's Sesame platform connects with 500+ custodians and data providers for automated wealth data aggregation and reporting, and can integrate via APIs with external accounting and reporting systems.

Key capabilities

Automated trust bookkeeping
Custom reporting
Private asset reporting
Look-through ownership structure

Our verdict

Landytech is an FO reporting alternative with published connectivity to 500+ custodians and data providers. Use the head-to-head link on this profile for a strict Asora comparison.

Compare Asora vs Landytech

Wealth reporting & aggregation

Masttro

Masttro serves family offices, wealth professionals serving wealth owners, and larger institutions. The platform provides consolidated wealth views, portfolio and task management, document sharing and storage, and integrations with other technology platforms.

Price: Annual subscription (not AUM-based); custom quote
Best for: Multi-entity consolidated wealth view and alternative asset tracking.
Client segment: Single and multi-family offices, UHNWIs, RIAs, private banks, institutions

Implementation & onboarding

Masttro states that new client onboarding timelines depend on the scope of integration but typically last 10–14 weeks. The process includes goal and roadmap setting with the client service and onboarding team, a detailed project plan, weekly meetings, status reports, milestone check-ins, and ad hoc consultation as needed.

Tech stack compatibility

Masttro highlights direct data integrations with custodians and private markets, supporting data standardisation and accuracy across liquid and alternative assets within its cloud-based platform.

Key capabilities

Wide range of report templates
DocAI-powered extraction of fund reports
Global Wealth Map
Cryptocurrency tracking

Our verdict

Consider Masttro for consolidated multi-entity wealth views and alternative-asset tracking. Masttro states that onboarding typically takes 10 to 14 weeks and provides custom pricing. Use the head-to-head link on this profile for a strict Asora comparison.

Compare Asora vs Masttro

Governance & entity management

Specialist

Orca

Founded in Zurich, Switzerland, in 2017, ORCA is better described as a governance and entity-management platform for ownership structures, compliance, and related workflows, rather than a like-for-like substitute for portfolio-reporting software. It was specifically built to deal with tax, legal, and compliance obligations for anyone who manages or owns ownership structures.

Price: Tiered plans
Best for: Governance-focused entity management and compliance.
Client segment: Corporations, holding companies, investment firms, trust companies, CPA firms, private client advisors, law firms, family offices

Implementation & onboarding

While ORCA doesn't publish a standard onboarding timeline, implementation normally varies depending on entity structure, compliance mapping, and data workflows.

Tech stack compatibility

ORCA supports importing structured data via CSV templates for items such as ownership, cashflows, liabilities, and market valuations, enabling integration of financial and entity information from external systems into the platform.

Key capabilities

Structured charts
Automated forwarding of documents via email into software
Compliance and governance functions

Our verdict

Not a reporting substitute: choose ORCA when governance, entity structures, and compliance are the actual problem to solve.

Portfolio reporting platform

PandaConnect

Founded in 1997, PandaConnect supports investment reporting, measurement, and administration across multiple asset classes, banks, and currencies.

Price: Not publicly disclosed
Best for: Multi-custodian connectivity and performance measurement.
Client segment: Single-family offices, multi-family offices, RIAs, foundations

Implementation & onboarding

PandaConnect does not disclose standard onboarding durations publicly. Implementation periods tend to depend on data import scope, custodial connections, and reporting setup.

Tech stack compatibility

PandaConnect's platform supports connections to national and international banks and custodians, enabling automated daily data flows, reconciliation, and consolidated investment reporting across multiple institutions and asset types.

Key capabilities

Investment accounting
Investment reporting
Investment administration
Data aggregation

Our verdict

Consider PandaConnect when the scope includes investment administration and service-supported data operations alongside reporting.

Portfolio reporting & investment

QPLIX

QPLIX delivers SaaS solutions for family and investment offices, wealth management, banks, and asset managers. The software maps liquid and illiquid asset classes, and accommodates various client structures, consolidating all investment data into the database. Users can access reports and analytics through the web portal or app.

Price: Not publicly disclosed
Best for: Complex legal structures and private market exposure.
Client segment: Single- and multi-family offices, independent wealth managers, banks and financial institutions, treasury departments, foundations, and non-profit organisations

Implementation & onboarding

QPLIX does not publicly list onboarding timelines on its website. Implementation duration for similar platforms varies based on asset class coverage, legal entity modelling, and reporting requirements.

Tech stack compatibility

QPLIX's ecosystem supports direct data streams from a wide range of financial institutions and technology partners, offering pre-configured add-ons that can be installed with a few clicks. The platform integrates bank data feeds from dozens of global custodians and private banks.

Key capabilities

Reporting and analytics
Portfolio rebalancing and trading automation
Accounting and tax reporting
Legal entity management
Private market investment tracking

Our verdict

Consider QPLIX when legal-entity modelling, liquid and illiquid assets, and European reporting requirements are central to the scope.

Family office general ledger

Specialist

SumIt

SumIt is a purpose-built general ledger for family offices, created after one of its founders hit the limits of traditional accounting tools while separating entities in his family's real estate businesses. It keeps every entity in one system and focuses on making multi-entity bookkeeping simple, with journal entries, partnership accounting, and multi-layer consolidations with automatic eliminations produced in a few clicks. The platform has been featured in the Forbes family office software roundup and recognised by Family Wealth Report.

Price: Custom; scales with entity count
Best for: Multi-entity accounting with one-click consolidation.
Client segment: Single and multi-family offices, CPA firms serving wealthy families

Implementation & onboarding

SumIt provides white-glove onboarding led by its customer success team, with data migration handled on the client's behalf. Go-live is possible in as early as 6 weeks, and typical implementations run 8 to 12 weeks.

Tech stack compatibility

SumIt integrates with BILL for bill pay and inter-entity payments, Addepar for investment data, and bank feeds via Finicity, Plaid, and direct connections. An MCP connector also makes its accounting data accessible to AI assistants.

Key capabilities

Multi-entity general ledger
One-click consolidation with eliminations
Partnership accounting
Entity map
Bill pay and bank feed integrations

Our verdict

Consider SumIt when the requirement is a purpose-built, multi-entity family office general ledger. It can sit alongside a separate reporting platform such as Asora.

Data aggregation & infrastructure

Swimbird

The Swimbird Platform (SWIP) aggregates and visualises portfolio data, including assets and liabilities. It supports listed and OTC instruments, private equity, and alternative investments.

Price: Not publicly disclosed
Best for: Data transformation and visibility across listed and alternative assets.
Client segment: Banks, asset managers, family offices, investment companies, private equity, and venture capital firms

Implementation & onboarding

Swimbird describes a structured onboarding process that begins with an initial meeting to understand stakeholder needs, followed by data upload and customisation, integration with banks, custodians, accountants, and other counterparties, user training, and tailored ongoing support. Implementation duration varies based on individual needs.

Tech stack compatibility

Swimbird's data integration solution, Swimbird NEST, maps and processes unstructured inputs, including PDFs, into standardised data for portfolio analytics and reporting.

Key capabilities

Real-time dashboard
Customised reporting
Market and static data master
Data aggregation

Our verdict

Consider Swimbird when data transformation and portfolio visibility are the primary requirements rather than general-ledger or broader office workflows.

The rest of the stack

Tools offices run beside the platform

Portfolio reporting is the shortlist above. These are the narrower tools offices run around it, with a note on what Asora covers and where you still need a specialist tool.

Document management

Statements, agreements, IDs, and estate documents the office has to keep organised and shareable. Many offices use general enterprise storage; a family-focused vault is the specialist option.

Summitas — secure portal for communication and document exchange between families and advisors
Trusted Family — governance and document platform for family businesses and family offices
Trustworthy — family-focused document vault for IDs, estate, insurance, and financial documents

What Asora covers

Asora includes a document vault tied to entities and positions, so statements and agreements sit next to the assets they describe.

Task management & office workflows

Tracking who does what across the office, the family, and external advisers. Many offices simply use a general project tool.

Way2B1 — life- and office-management platform for families and the teams that support them

What Asora covers

Asora includes task management, so oversight work can stay in the same system as the data it refers to.

Real estate management

Operating directly held property: leases, tenants, maintenance, and property-level accounting.

AppFolio — property management for rental portfolios
Buildium — property operations for residential portfolios
Yardi — property management and accounting for larger portfolios

What Asora covers

Asora tracks real estate as a private asset: value, income, and ownership in the consolidated picture. Property operations stay in the specialist tool.

Entity management & governance

Statutory records, filings, and compliance for the companies, trusts, and SPVs behind the wealth.

Athennian — legal entity governance and compliance records
EntityKeeper — entity compliance and org charts

What Asora covers

Asora models entities and ownership natively in the Wealth Map. Statutory filings and compliance are a specialist job; ORCA, profiled above, sits in that layer.

Venture capital & private-markets monitoring

Monitoring fund commitments, direct deals, and cap tables when private markets are a large share of the portfolio.

Chronograph LP — private capital portfolio monitoring for limited partners, including family offices
Carta — cap table management for direct and angel positions
Affinity — deal-flow CRM for direct investing
iLEVEL — private portfolio monitoring and data collection (S&P Global)
CEPRES — private markets benchmarking and market intelligence

What Asora covers

Asora covers fund positions, capital calls and distributions, valuations, and a deal pipeline natively. For K-1s and alts document admin, Asora partners with Arch, profiled above.

More in our private equity reporting software guide

Market data & research

Research terminals and analytics the investment team uses to form views, screen managers, and follow markets.

Bloomberg Terminal — institutional research and live market data
FactSet — institutional research and portfolio analytics
Morningstar Direct — fund research and analytics
Koyfin — lighter-weight market data and charting

What Asora covers

Asora includes close-of-business pricing that flows into holdings automatically for reporting. A research terminal is a different purchase; Asora does not replace it.

Collectibles & passion assets

Cataloguing and managing art, wine, cars, and other tangible assets, including provenance and location records.

Collector Systems — collection management for art and tangible assets, used by family offices
ARTDAI — art collection analytics platform built for family offices

What Asora covers

Asora tracks collectibles as private assets in the consolidated net-worth picture. Provenance and curation stay in the specialist tool.

Selection filter

What good family office software must do

Use these checks on the reporting shortlist first. Accounting and full-office purchases add ledger and operations criteria.

01 / 06

Automated data aggregation

Bank and custodian feeds instead of rebuilding the same portfolio data in spreadsheets every month.

02 / 06

Private and alternative assets

PE, real estate, and other illiquids in the same picture as liquid holdings, with capital activity and valuations you can trust. Asora covers this; some offices also use a specialist alts admin layer such as Arch.

03 / 06

Reports principals will actually open

On-demand views for the family, the office, and advisors, not a quarterly pack that is stale on arrival.

04 / 06

Entity and ownership clarity

Trusts, companies, and multi-generation structures modelled so the consolidated number matches how you own things.

05 / 06

Security and access control

Encryption, MFA, role-based permissions, and certifications (Asora is ISO 27001) before you put the family's data in the cloud.

06 / 06

Honest pricing and a path to live

Know what you pay and how long onboarding takes. Asora publishes tiered pricing and typically goes live in weeks.

Ready to see Asora on your structure?

If reporting and portfolio oversight is the job, start with a demo. Bring your custodian list and entity map.

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Common questions

FAQs about the best family office software

Start with the job that is broken today. For a reporting purchase, evaluate bank and custodian feeds, entity-level net-worth views, private asset tracking, and reports the principal can use without a week of staff work. Then check security, implementation scope, pricing, and whether the tool is built for your operating model. The selection filter on this page lists six practical checks.

Wealth platforms are often built for advisors managing many client books with a liquid-heavy model. Family office software is built around one family (or a few): multi-entity ownership, trusts and SPVs, private equity and real estate next to bankable assets, and reporting for principals, next-gen, and external advisers. Some products sit in both worlds. If your pain is ownership structures and private markets, a family-office-first tool usually fits better than a repurposed RIA stack.

Published pricing is rare. Where it exists, lighter reporting platforms often start in the low five figures per year; deeper accounting or all-in-one systems commonly land well above that once entities, feeds, and services are scoped. Many vendors only quote after a sales process. Asora publishes tiered pricing by family office size (see the pricing page). Always ask what is included: users, entities, custodian feeds, alternatives, and implementation fees change the real number.

It is usually the reason offices leave spreadsheets. Without reliable aggregation, every report is a manual rebuild: logins, PDFs, copy-paste, and reconciliation. Automated feeds cut that cycle, reduce errors, and make the consolidated number trustworthy enough to decide on. If aggregation is weak, everything downstream (performance, private assets, board packs) stays fragile.

The better platforms can, and it is often the deal-breaker. Look for capital calls and distributions, commitments and unfunded amounts, valuations from manager statements, and performance metrics such as IRR alongside public-market returns. Private assets should sit in the same net-worth picture as bankable holdings, not in a side spreadsheet. Coverage and automation quality still vary a lot by vendor.

If you are replacing Masttro, first confirm whether the primary job is reporting and portfolio oversight or accounting and back-office operations. The reporting section of this guide includes Asora and the FO reporting alternatives. If the requirement is a general ledger or full-office operations, use the accounting and operations section instead. For a direct feature comparison, use the Asora vs Masttro page.

Asora vs Masttro (feature comparison) →

Implementation scope varies by product, data history, entities, and custodian connections. Asora implementations typically run 4 to 6 weeks. Altoo states that platform access begins within 24 hours, with bank connectivity usually following in 1 to 4 weeks; Asseta states 8 to 12 weeks; and Masttro cites 10 to 14 weeks. Broader accounting and full-office projects are scoped around the required workflows and migration.

All-in-one platforms such as Eton Solutions AtlasFive and Archway combine general ledger, bill pay, workflows, and reporting in one system. Reporting platforms such as Asora and Landytech focus on data aggregation and reporting and can sit alongside accounting and tax tools or a specialist ledger such as SumIt. Choose the first model when the purchase covers the broader office operation; choose the second when reporting and portfolio oversight are the defined scope. Asora is built for the reporting job on this guide.

How this guide was made

Methodology: how we built this guide

Every profile in this guide is built from publicly available information: vendor websites and documentation, published pricing where it exists, implementation guidance, security certifications, and third-party directories. Where vendors do not disclose pricing or onboarding timelines, we say so rather than estimate.

We structured each profile around the same buyer criteria: client fit, capabilities, data aggregation, reporting, integrations, security, ease of use, onboarding, customisation, and pricing. The platforms included are those family offices most frequently shortlist alongside Asora in real evaluations, from institutional analytics suites to accounting-first systems and newer AI-native entrants.

Disclosure: this guide is published by Asora, and Asora appears in it. Our entry is tagged Publisher. Profiles stick to verifiable public information plus confirmed Asora product relationships. Product partners (including Addepar and Arch) are labelled: they connect in the stack for a different layer of work. FO alternatives are platforms you may shortlist for the same job family. Specialists solve a different job (firm analytics, governance, pure ledger). We do not rank partners down to win a sale. If you represent a vendor listed here and something is out of date, contact us and we will correct it.

Pricing information was last verified in March 2026; profiles and the platform list were last updated in July 2026.

How this page fits the rest of the site: Family office software guide explains the category. This page is the landscape shortlist. Compare Asora is the strict head-to-head feature comparison against named competitors only.