Best Family Office Software in 2026
Updated
In short: Elysys is ranked #1 of 24 as of 4 October 2026, ahead of QPLIX and Asseta. The lowest first paid tier on this page is Asora at $300/mo.
Managing family wealth can involve coordinating reports, investments, entities, documents, and recurring work. The ranking compares consolidated reporting and investment accounting with entity management, document management, and workflow automation. Data import methods are another dimension; check free-plan availability and the listed starting paid price as you assess cost. QPLIX, FundCount, and AtlasFive lead the entries, with Archway Platform and Asseta also appearing near the top. Consider which information and processes your operation needs to bring together, then compare the listed features to see how each product addresses 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.
#1 Elysys Top pick · 7.4 
#2 QPLIX Runner-up · 7.4 
#3 Asseta Also great · 7.1 
- AndroidiOSmacOSself-hostedWebWindows
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedPlatformsFree planFree trial - AndroidapiiOSmacOSself-hostedWebWindows
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedPlatformsFree planFree trial - AndroidiOSWeb
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedPlatformsFree planFree trial - apiLinuxmacOSself-hostedWebWindows
- Free plan
- No
- Paid from
- 14,450 /yr
RecognisedDocumentedPlatformsFree planFree trial$1204.17/mofirst paid tier About FundCountVisit site - AndroidapiiOSWeb
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
RecognisedDocumentedPlatformsFree planFree trial$1,250/mofirst paid tier About CanopyVisit site - Free trial Web
- Free plan
- No
RecognisedDocumentedPlatformsFree planFree trial - AndroidapiiOSself-hostedWebRecognisedDocumentedPlatformsFree planFree trial
- AndroidiOSWeb
- Free plan
- No
RecognisedDocumentedPlatformsFree planFree trial$300/mofirst paid tier About AsoraVisit site - Web
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedPlatformsFree planFree trial - WebiOSAndroid
- Free plan
- No
RecognisedDocumentedPlatformsFree planFree trial - WebRecognisedDocumentedPlatformsFree planFree trial
- self-hostedWeb
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedPlatformsFree planFree trial - WebRecognisedDocumentedPlatformsFree planFree trial
- WebiOSAndroid
- Free plan
- No
RecognisedDocumentedPlatformsFree planFree trial - WebiOSAndroidRecognisedDocumentedPlatformsFree planFree trial
- WebRecognisedDocumentedPlatformsFree planFree trial
- Web
- Consolidated reporting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedPlatformsFree planFree trial - Web
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
RecognisedDocumentedPlatformsFree planFree trial - Web
- Consolidated reporting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedPlatformsFree planFree trial - Web
- Consolidated reporting
- Yes
- Document management
- Yes
RecognisedDocumentedPlatformsFree planFree trial - Web
- Free plan
- No
- Consolidated reporting
- Yes
- Entity management
- Yes
RecognisedDocumentedPlatformsFree planFree trial - Web
- Free plan
- No
- Consolidated reporting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedPlatformsFree planFree trial -
- Free plan
- No
- Consolidated reporting
- Yes
- Entity management
- Yes
- Document management
- Yes
RecognisedDocumentedPlatformsFree planFree trial - WebiOS
- Free plan
- No
RecognisedDocumentedPlatformsFree planFree trial
Is your tool 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 Specifiction?
Elysys is ranked #1 of 24 with a score of 7.4. QPLIX is second and Asseta 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 on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing. Paid placements never change a rank.