Finance & Accounting
Best Family Office Software in 2026
Family offices coordinate financial information and the processes around it, from investments and entities to documents and recurring work. Compared on consolidated reporting and investment accounting, these entries also specify entity management, document management, workflow automation, and data import methods.
- 01 Ginkgo
Ginkgo is built for single-family and multi-family offices and ultra-high-net-worth families.
From $1,000/mo Free plan Web · API8.7 Visit Specs - 02
FundCount It is aimed at family offices, fund administrators, hedge funds, and private equity firms needing accounting and investment reporting.
From $333.33/mo Web · Windows · macOS · Linux8.6 Visit Specs - 03
Addepar Addepar suits investment professionals and organizations that need to analyze public and private holdings, manage fee calculations, or deliver client portfolio reporting.
Web · iOS · Android · API8.2 Visit Specs - 04
Asora Asora is intended for single- and multi-family offices and the families and advisors they serve.
From $300/mo Web · iOS · Android8.2 Visit Specs - 05 Canopy
Canopy is intended for family offices, external asset managers, and private banks managing assets across custodians and entities.
From $1,250/mo Web · iOS · Android · API7.9 Visit Specs - 06
AtlasFive AtlasFive is aimed at single- and multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners.
Web7.8 Visit Specs - 07 Elysys
Elysys suits family offices managing varied assets across entities or jurisdictions and needing both portfolio and accounting operations in one platform.
Web · Windows · macOS · iOS7.8 Visit Specs - 08
Asseta Asseta suits family offices and RIAs managing complex, multi-entity financial operations, as well as accounting firms.
Web · iOS · Android7.7 Visit Specs - 09 Sharpfin Family Office Suite Web · iOS · Android · API7.7 Visit Specs
- 10
AnyVault It suits families, family offices and investment holding companies that need wealth-focused portfolio and accounting workflows.
Web7.6 Visit Specs - 11
Landytech Sesame One Web · iOS · Android · API7.6 Visit Specs - 12
Archway Platform Archway Platform suits organizations managing varied investment structures and requiring combined portfolio, accounting, fund, and investor reporting.
Web7.5 Visit Specs - 13 Hatcher+ FAAST
FAAST suits family offices, venture and private-equity firms, accelerators, angel networks, and university research groups.
Free trial Web7.5 Visit Specs - 14
Asset Vantage Web · iOS · Android7.4 Visit Specs - 15
Anclave Anclave suits family offices, private wealth managers, and institutional investors needing centralized financial documents, entities, deal flow, and reporting.
Web7.3 Visit Specs - 16
Masttro Masttro is aimed at ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms.
Web · iOS · Android7.3 Visit Specs - 17 orydio From 6.58 CHF/mo Web · iOS · API7.3 Visit Specs
- 18
QPLIX QPLIX says it serves family offices, wealth managers, banks, treasury departments, foundations and other institutional investors.
Web · Windows · macOS · iOS7.3 Visit Specs - 19 Global WealthES™
It is aimed at private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other medium or large financial institutions.
Web7.2 Visit Specs - 20 Majlis From $2,500/mo Web7.2 Visit Specs
- 21 MYFO
MYFO suits family offices, advisors, and institutions managing wealth at scale.
From $850/mo Web7.2 Visit Specs - 22 WealthSpectrum
It suits wealth managers, RIAs, investment managers, fund administrators, AIFs, and family offices needing portfolio operations and client reporting.
Web · iOS · Android · API7.1 Visit Specs - 23 Stellon 7.0 Visit Specs
- 24 WealthSphere Web · Self-hosted6.7 Visit Specs
Those dimensions can help you consider what information a product brings together and how it supports ongoing operations. Free-plan availability and paid-from pricing add cost context. Elysys, QPLIX, and Asseta are among the options shown. Compare the stated capabilities with the records and routines your family office needs to coordinate.
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