Alternatives to Sharpfin Family Office Suite

FundCount

It is aimed at family offices, fund administrators, hedge funds, and private equity firms needing accounting and investment reporting.

Addepar

Addepar suits investment professionals and organizations that need to analyze public and private holdings, manage fee calculations, or deliver client portfolio reporting.

Asora

Asora is intended for single- and multi-family offices and the families and advisors they serve.

Canopy is intended for family offices, external asset managers, and private banks managing assets across custodians and entities.

AtlasFive

AtlasFive is aimed at single- and multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners.

Elysys suits family offices managing varied assets across entities or jurisdictions and needing both portfolio and accounting operations in one platform.

Asseta

Asseta suits family offices and RIAs managing complex, multi-entity financial operations, as well as accounting firms.

AnyVault

It suits families, family offices and investment holding companies that need wealth-focused portfolio and accounting workflows.

Archway Platform

Archway Platform suits organizations managing varied investment structures and requiring combined portfolio, accounting, fund, and investor reporting.

FAAST suits family offices, venture and private-equity firms, accelerators, angel networks, and university research groups.

Anclave

Anclave suits family offices, private wealth managers, and institutional investors needing centralized financial documents, entities, deal flow, and reporting.

Masttro

Masttro is aimed at ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms.

QPLIX

QPLIX says it serves family offices, wealth managers, banks, treasury departments, foundations and other institutional investors.

It is aimed at private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other medium or large financial institutions.

MYFO suits family offices, advisors, and institutions managing wealth at scale.

It suits wealth managers, RIAs, investment managers, fund administrators, AIFs, and family offices needing portfolio operations and client reporting.