Software & Technology
Family office accounting software handles the fund-level and entity-level bookkeeping that underpins every financial decision — from general ledger management and cash flow tracking to tax lot accounting and entity consolidation. Unlike generic accounting platforms, family office solutions understand multi-entity structures, alternative asset valuations, and the reporting demands of sophisticated principals and their advisors. Getting accounting right is foundational to every other function in the office.
14 platforms found
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The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.
Featured in: Family Office Software & Technology Report 2025
WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs.
Featured in: Family Office Software & Technology Report 2025
QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.
Featured in: Family Office Software & Technology Report 2025
IQ-EQ is a leading investor services group providing a comprehensive range of compliance, administration, asset, and advisory services to investment funds, global companies and family offices.
Featured in: Family Office Software & Technology Report 2025
Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.
Featured in: Family Office Software & Technology Report 2025
Canopy is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
Featured in: Family Office Software & Technology Report 2025
Asset Vantage is a family office platform that helps affluent families and their advisors manage, track, and report on their complete wealth portfolio.
Featured in: Family Office Software & Technology Report 2025
FundCount is a fully integrated accounting and investment analysis platform for family offices, fund administrators, and hedge funds.
Featured in: Family Office Software & Technology Report 2025
Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for FOs and HNWIs.
Featured in: Family Office Software & Technology Report 2025
SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.
Featured in: Family Office Software & Technology Report 2025
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Featured in: Family Office Software & Technology Report 2025
Eton Solutions is an award-winning cloud-based ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Single Family Offices, Multi Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity, Real Estate and Fund of Fund Firms globally.
Featured in: Family Office Software & Technology Report 2025
