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The best Global WealthES™ alternatives
The rest of Best Family Office Software, in this site's order: each with what it costs, where it runs and its record score.
Asora is aimed at single- and multi-family offices and their advisors managing investments across multiple asset classes.
Canopy is aimed at family offices, external asset managers, and private banks consolidating portfolios across custodians and entities.
Elysys suits family offices managing varied assets across entities or jurisdictions.
QPLIX is aimed at family offices, wealth managers, banks, treasury departments, foundations, and other institutional investors managing portfolios…
Ginkgo is intended for single- and multi-family offices, ultra-high-net-worth families, and corporate investment platforms.
Addepar is aimed at investment professionals, including wealth managers, banks, family offices, fund managers, and institutional allocators.
Asseta is designed for single- and multi-family offices, RIAs, and accounting firms managing complex financial operations.
Sesame One is described for asset managers, single and multi-family offices, trustees and institutional investors managing portfolios across asset…
Masttro serves ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms.
orydio suits Swiss investment firms, venture capital firms, family offices, and SMEs seeking combined business and finance tools.
WealthSpectrum is aimed at wealth and investment managers, RIAs, fund administrators, AIFs, and family offices.
MYFO suits family offices, advisors, and institutions managing wealth at scale.
Anclave is intended for family offices, private wealth managers and institutional investors managing documents, entities, deals and capital across…
AnyVault is intended for families, family offices, and investment holding companies managing wealth-related accounting.
It suits institutional investment and wealth operations managing varied assets, funds, entities, and reporting requirements.
It is designed for single- and multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and…
It suits corporate service providers, trust and accounting firms, fiduciaries, fund administrators, family offices, company secretaries, and law or…