Best Family Office Software in 2026
Updated
In short: Asseta is ranked #1 of 24 as of 4 October 2026, ahead of QPLIX and Elysys. The lowest first paid tier on this page is Asora at $300/mo.
Family office software helps bring financial information, investments, entities, documents, and workflows into tools built for managing complex wealth. The entries are ranked as a best-of selection, with comparisons covering consolidated reporting, investment accounting, entity management, document management, and workflow automation. Check how each handles data imports and whether a free plan is available; “Paid from” gives another point to compare costs. QPLIX, Canopy, and Asset Vantage lead the entries shown, followed by options including WealthSpectrum and Asseta. Consider which records and processes you need to coordinate, then use the listed dimensions to compare how the products address those needs.
24 family office software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 1 Asseta iPhone + Android RecognisedPhone appDocumentedFree plan 7.4 Consolidated reporting: YesInvestment accounting: YesEntity management: Yes
- 2 QPLIX iPhone + Android RecognisedPhone appDocumentedFree plan 7.4 Consolidated reporting: YesInvestment accounting: YesEntity management: Yes
- 3 Elysys iPhone + Android RecognisedPhone appDocumentedFree plan 7.3 Consolidated reporting: YesInvestment accounting: YesEntity management: Yes
- 4 Canopy iPhone + Android RecognisedPhone appDocumentedFree plan 7.2$1,250/mo Consolidated reporting: YesInvestment accounting: YesEntity management: Yes
- 5 WealthSpectrum iPhone + Android RecognisedPhone appDocumentedFree plan 7.2
- 6 Asora iPhone + Android RecognisedPhone appDocumentedFree plan 7.1$300/mo
- 7 Asset Vantage iPhone + Android RecognisedPhone appDocumentedFree plan 7.0
- 8 Landytech Sesame One iPhone + Android RecognisedPhone appDocumentedFree plan 6.8
- 9 Masttro iPhone + Android RecognisedPhone appDocumentedFree plan 6.8
- 10 orydio iPhone only RecognisedPhone appDocumentedFree plan 6.3
- 11 AtlasFive No phone app RecognisedPhone appDocumentedFree plan 5.9 Consolidated reporting: YesInvestment accounting: YesEntity management: Yes
- 12 AnyVault No phone app RecognisedPhone appDocumentedFree plan 5.7
- 13 Archway Platform No phone app RecognisedPhone appDocumentedFree plan 5.7
- 14 WealthSphere No phone app RecognisedPhone appDocumentedFree plan 5.7 Consolidated reporting: YesInvestment accounting: YesEntity management: Yes
- 15 FundCount No phone app RecognisedPhone appDocumentedFree plan 5.6$1204.17/mo
- 16 Hatcher+ FAAST No phone app RecognisedPhone appDocumentedFree plan 5.6
- 17 Addepar No phone app RecognisedPhone appDocumentedFree plan 5.4
- 18 Anclave No phone app RecognisedPhone appDocumentedFree plan 5.3 Consolidated reporting: YesEntity management: Yes
- 19 Global WealthES™ No phone app RecognisedPhone appDocumentedFree plan 5.3 Consolidated reporting: YesInvestment accounting: YesEntity management: Yes
- 20 MYFO No phone app RecognisedPhone appDocumentedFree plan 5.3 Consolidated reporting: YesEntity management: Yes
- 21 Sharpfin Family Office Suite No phone app RecognisedPhone appDocumentedFree plan 5.3 Consolidated reporting: Yes
- 22 Ginkgo No phone app RecognisedPhone appDocumentedFree plan 5.1 Consolidated reporting: YesEntity management: Yes
- 23 Majlis No phone app RecognisedPhone appDocumentedFree plan 5.1 Consolidated reporting: YesEntity management: Yes
- 24 Stellon No phone app RecognisedPhone appDocumentedFree plan 5.1 Consolidated reporting: YesEntity management: Yes
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which family office software is ranked first on Samsung Mobile US Press?
Asseta is ranked #1 of 24 with a score of 7.4. QPLIX is second and Elysys third.
How many of these have a free plan?
0 of the 24 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Asora has the lowest first paid tier we found: $300/mo.
How is this list ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation. Paid placements never change a rank.