Comparison

Best family office software 2026: 8 platforms compared

This page compares eight platforms family offices shortlist for wealth reporting and consolidation. It is not a list of every tool in the stack. Accounting systems, RIA platforms, and specialist add-ons are out.

Adam Cleland, CEO & Founder, AsoraUpdated September 7, 2026

New to the category? Read Family office software: the 2026 guide.

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Quick verdict

Which platform should you choose?

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

The other names stay on the shortlist so you can see when the purchase is actually a different product. Then use the table.

Asora for this job: bank and custodian feeds, private assets, and reports on demand, with public pricing, a typical go-live of 4 to 6 weeks, and a US team as well as Dublin.
Masttro if you want an enterprise wealth platform, will take a custom quote, and can plan around a 12 to 14 week go-live.
Landytech if you are scoring a published 500+ custodian catalogue and trust bookkeeping, not a family-office reporting system with public pricing.
Canopy if the buyer is a wealth manager or independent advisor who wants a Singapore-based analytics layer.
Altoo if the buyer is a wealth owner who wants a Swiss-hosted portal, not a family-office reporting system.
QPLIX if European legal-entity modelling, tax reporting, and trading sit in the same purchase as reporting.
PandaConnect if you want service-supported investment administration around the reporting, not software-led onboarding.
Swimbird if you are buying a data-infrastructure layer for banks or asset managers, not a family-office reporting system.

The shortlist

Eight wealth-reporting platforms compared

Same job: bank and custodian data, private assets, consolidated reporting. Accounting systems and add-ons are not in this table. Long feature tables live on Compare Asora.

Vendor	Best for	Price	Typical go-live
Asora	Automated data aggregation, private asset tracking, and on-demand reporting.	Tiered, from $900 / €800 per month	4 to 6 weeks
Masttro	Enterprise wealth platform; custom quote and a longer go-live.	Annual subscription (not AUM-based); custom quote	12 to 14 weeks (vendor-stated)
Landytech	Published 500+ custodian catalogue and trust bookkeeping.	Not publicly disclosed	Not published
Canopy	Analytics layer for wealth managers and independent advisors.	Not publicly disclosed	Not published
Altoo	Swiss-hosted portal for wealth owners.	Not publicly disclosed	Not published
QPLIX	European legal-entity, tax, and trading in one suite.	Not publicly disclosed	Not published
PandaConnect	Service-supported investment administration and reporting.	Not publicly disclosed	Not published
Swimbird	Data infrastructure for banks, asset managers, and family offices.	Not publicly disclosed	Not published

Asora is highlighted because we publish this comparison. Pricing is based on publicly available vendor information (as of March 2026). Many providers do not publish fixed pricing or a go-live date.

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. Based in Dublin, with a US-based team serving US clients. 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 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 comparison 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

The other seven platforms

Same comparison as the table. Jump from a name in the table to its profile.

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: Enterprise wealth platform; custom quote and a longer go-live.
Client segment: Single and multi-family offices, UHNWIs, RIAs, private banks, institutions

Implementation & onboarding

Masttro states that time to go live typically lasts 12 to 14 weeks, depending on the scope of the client's data and entity structure. The process includes a dedicated implementation specialist and project manager, a detailed project plan, weekly meetings, status reports, milestone check-ins, and ongoing support after go-live.

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

Masttro is an enterprise alternative with custom pricing and a vendor-stated 12 to 14 week go-live. Asora covers the same reporting job with public pricing and a typical go-live of 4 to 6 weeks. Use the head-to-head link on this profile for a strict comparison.

Compare Asora vs Masttro

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: Published 500+ custodian catalogue and trust 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 publishes connectivity to 500+ custodians and data providers and includes trust bookkeeping. Asora still covers aggregation and reporting, with a connection guarantee rather than a feed catalogue, plus public pricing. Use the head-to-head link on this profile for a strict comparison.

Compare Asora vs Landytech

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: Analytics layer for wealth managers and independent advisors.
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 buyer is a wealth manager or independent advisor looking for a Singapore-based analytics platform.

Still shortlisting?

Walk through Asora against your shortlist

Bring the reporting platforms you are weighing. We will show data aggregation, private assets, and reporting on your operating model.

Schedule a Demo See Pricing

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: Swiss-hosted portal for wealth owners.
Client segment: Ultra-high-net-worth individuals, single-family offices, multi-family offices, trusts and foundations, private bankers, independent asset managers

Implementation & onboarding

Altoo does not publish a standard go-live for a full reporting implementation. It states platform access within 24 hours of contract, and bank and custodian connectivity usually within 1 to 4 weeks once bank paperwork is complete. Those figures are login and feed setup, not a comparable go-live.

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 buyer is a wealth owner who wants a Swiss-hosted portal. That is a different purchase from a family-office reporting system with public pricing and a published go-live.

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: European legal-entity, tax, and trading in one suite.
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 European legal-entity modelling, tax reporting, and trading automation sit in the same purchase as reporting. Asora covers entities, private assets, and reporting without that wider investment-office suite.

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: Service-supported investment administration and reporting.
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.

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 infrastructure for banks, asset managers, and family offices.
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 the purchase is a data-infrastructure layer, including for banks and asset managers. That is not the same as a family-office reporting system.

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 stay in a specialist tool such as ORCA.

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.

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 every name in the table.

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

Schedule a Demo See Pricing Strict comparisons

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 the job is wealth reporting and consolidation, this page compares Asora with Masttro and six other reporting platforms. For a direct feature comparison, use the Asora vs Masttro page. If you need a general ledger or full-office operations, that is a different purchase and is not this shortlist.

Asora vs Masttro (feature comparison) →

Implementation scope varies by product, data history, entities, and custodian connections. Asora implementations typically run 4 to 6 weeks. Masttro states 12 to 14 weeks. Altoo, Landytech, Canopy, QPLIX, PandaConnect, and Swimbird do not publish a standard go-live. Altoo does publish platform access within 24 hours and bank connectivity usually within 1 to 4 weeks; that is login and feed setup, not the same measure.

All-in-one platforms combine a 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. This page is the reporting shortlist. Choose an all-in-one when the purchase covers the broader office operation.

How this comparison was made

Methodology: how we built this comparison

Every profile 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.

This page compares eight wealth-reporting platforms that family offices shortlist for data aggregation, private assets, and consolidated reporting. Accounting systems, RIA platforms, product partners, and specialist add-ons are not in the table. They are a different purchase.

Disclosure: this comparison is published by Asora, and Asora appears in it. Profiles stick to verifiable public information. 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. The platform list was last updated in September 2026.

How this page fits the rest of the site: Family office software guide explains the category. This page is the reporting-platform comparison. Compare Asora holds long feature tables against named competitors.