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Best Family Office Software 2026
Family offices bring together financial records and processes across investments, entities, and documents. Compare consolidated reporting and investment accounting with entity management and document management to understand which areas each product addresses. Data import methods and workflow automation add practical points to weigh, while free-plan availability and the listed paid-from price can help you assess cost. QPLIX, Elysys, and Canopy are among the entries to compare, alongside Asset Vantage and WealthSpectrum. Consider what information your operation needs to coordinate and which listed capabilities matter most to the way you manage it.
02
Asora
Asora is aimed at single- and multi-family offices and their advisors managing investments across multiple asset classes.
AndroidiPhone & iPadWeb Record5.2 Visit
03
Canopy
Canopy is aimed at family offices, external asset managers, and private banks consolidating portfolios across custodians and entities.
AndroidiPhone & iPadWeb+1 Record4.7 Visit
04
Sharpfin Family Office Suite
AndroidiPhone & iPadWeb+1 Record4.7 Visit
05
Elysys
Elysys suits family offices managing varied assets across entities or jurisdictions.
AndroidiPhone & iPadWeb+3 Record4.6 Visit
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QPLIX
AndroidiPhone & iPadWeb+4 — Record4.6 Visit QPLIX is aimed at family offices, wealth managers, banks, treasury departments, foundations, and other institutional investors managing portfolios and assets.
7
Ginkgo
WebAPI $1,000 a month Record4.5 Visit Ginkgo is intended for single- and multi-family offices, ultra-high-net-worth families, and corporate investment platforms.
8
Addepar
AndroidiPhone & iPadWeb+1 — Record4.2 Visit Addepar is aimed at investment professionals, including wealth managers, banks, family offices, fund managers, and institutional allocators.
9
Asseta
AndroidiPhone & iPadWeb — Record4.2 Visit Asseta is designed for single- and multi-family offices, RIAs, and accounting firms managing complex financial operations.
11
Landytech Sesame One
AndroidiPhone & iPadWeb+1 — Record4.2 Visit Sesame One is described for asset managers, single and multi-family offices, trustees and institutional investors managing portfolios across asset classes.
12
Masttro
AndroidiPhone & iPadWeb — Record4.2 Visit Masttro serves ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms.
13
orydio
iPhone & iPadWebAPI 79 CHF a month, billed yearly Record4.2 Visit orydio suits Swiss investment firms, venture capital firms, family offices, and SMEs seeking combined business and finance tools.
14
WealthSpectrum
AndroidiPhone & iPadWeb+2 — Record4.2 Visit WealthSpectrum is aimed at wealth and investment managers, RIAs, fund administrators, AIFs, and family offices.
17
MYFO
Web $850 a month Record3.9 Visit MYFO suits family offices, advisors, and institutions managing wealth at scale.
18
Anclave
Web — Record3.7 Visit Anclave is intended for family offices, private wealth managers and institutional investors managing documents, entities, deals and capital across multiple vehicles.
19
AnyVault
Web — Record3.7 Visit AnyVault is intended for families, family offices, and investment holding companies managing wealth-related accounting.
20
Archway Platform
Web — Record3.7 Visit It suits institutional investment and wealth operations managing varied assets, funds, entities, and reporting requirements.
21
AtlasFive
Web — Record3.7 Visit It is designed for single- and multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners.
22
Global WealthES™
Web — Record3.7 Visit Global WealthES suits private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other financial institutions.
23
WealthSphere
WebSelf-hosted — Record3.7 Visit It suits corporate service providers, trust and accounting firms, fiduciaries, fund administrators, family offices, company secretaries, and law or accountancy firms.
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