The Best Family Office Software in 2026
We researched family office software from official websites, including pricing pages, plan tables and product documentation. Products are ranked on their ability to coordinate family-office accounting, consolidated reporting, investments, entities, documents and workflows, alongside value for money and verified features.
Our top picks
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Top ranked
FundCount#1 of 249.4/10A broad accounting and reporting platform for complex, multi-entity family offices.
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Runner-up
Archway Platform#2 of 249.2/10A broad family-office system for connecting investment books, entities, reporting, and operations.
Pricing on request
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#3 ranked
QPLIX#3 of 249.1/10A broad family-office platform for consolidated reporting and multi-entity operations.
Pricing on request
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
The full ranking 24 tools, best first
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Best forComplex family offices needing full accounting
A broad accounting and reporting platform for complex, multi-entity family offices.
9.4/10★★★★★Visit FundCount -
Best forFamily offices managing public and private assets
A broad family-office system for connecting investment books, entities, reporting, and operations.
9.2/10★★★★★Visit Archway -
Best forMulti-entity offices wanting configurable reporting
A broad family-office platform for consolidated reporting and multi-entity operations.
- Investment accounting
- Document management
- Workflow automation
9.1/10★★★★★Visit QPLIX -
Best forOffices needing accounting and operational workflows
A broad family-office system for accounting, entities, documents, payments, and reporting.
- Investment accounting
- Document management
- Workflow automation
9.0/10★★★★☆Visit AtlasFive -
Best forGlobal offices needing broad operational coverage
Broad family office operations coverage for complex, multi-entity structures.
- Investment accounting
- Document management
- Workflow automation
8.9/10★★★★☆Visit Elysys -
Best forOffices prioritizing reconciliation and analytics
A reconciliation-led platform for consolidated family-office accounting, analytics, and reporting.
- Investment accounting
- Workflow automation
- Entity management
8.8/10★★★★☆Visit Canopy -
Best forSingle-family offices with complex alternatives
A broad family-office platform for complex portfolios, entities, accounting, and alternatives.
8.7/10★★★★☆Visit Asset Vantage -
Best forInvestment-focused offices with alternative assets
A strong fit for complex family-office portfolios spanning public and private assets.
8.6/10★★★★☆Visit Addepar -
Best forOffices needing broad data connectivity and risk tools
A broad family office platform combining portfolio data, risk analysis, reporting and workflows.
8.5/10★★★★☆Visit Landytech -
Best forOffices needing accounting and investor reporting
A broad platform for family offices that need accounting, reporting, and operations in one system.
8.4/10★★★★☆Visit WealthSpectrum -
Best forOffices with many custodians and alternatives
A broad family-office platform for consolidating complex holdings and alternative investments.
8.3/10★★★★☆Visit Masttro -
Best forNewer offices needing accounting automation
A broad family-office system for newer offices prioritizing accounting automation.
- Investment accounting
- Document management
- Workflow automation
8.2/10★★★★☆Visit Asseta -
Best forOffices focused on entities, compliance, and administration
A broad web platform for family offices managing entities, compliance, accounting, and documents.
- Investment accounting
- Document management
- Workflow automation
8.1/10★★★★☆Visit enSynergy -
Best forOffices needing document-driven reconciliation
A focused platform for consolidating, reconciling, forecasting, and reporting wealth data.
- Entity management
- Consolidated reporting
8.0/10★★★★☆Visit Ginkgo -
Best forSmaller offices seeking a transparent starting price
Broad family-office coverage with a clear annual starting price and paid add-ons.
7.9/10★★★★☆Visit Asora -
Best forSmaller offices wanting straightforward consolidation
A broad family-office workspace for consolidating wealth, ownership, documents, and workflows.
- Document management
- Workflow automation
- Entity management
7.8/10★★★★☆Visit MYFO -
Best forFamilies prioritizing governance and compliance
A governance-focused family office platform with broad entity, compliance and workflow coverage.
- Document management
- Entity management
- Consolidated reporting
7.7/10★★★★☆Visit Majlis -
Best forEstablished practices needing governance workflows
A broad operating platform for family offices, wealth managers and private banks.
- Document management
- Workflow automation
- Entity management
7.5/10★★★★☆Visit Stellon -
Best forOffices combining deal flow and document workflows
A focused platform for combining family-office deal flow, documents, entities, and reporting.
- Document management
- Workflow automation
- Entity management
7.3/10★★★★☆Visit Anclave -
AnyVaultVerified
Best forAccounting teams wanting AI-assisted imports
AI-assisted accounting for complex family offices managing public and private assets.
7.2/10★★★★☆Visit AnyVault -
Best forGlobal trading and securities-processing operations
A broad web platform for global trading, accounting, processing, and reporting operations.
- Investment accounting
- Workflow automation
- Entity management
7.1/10★★★★☆Try Global WealthES™ -
Best forOffices focused on trading and portfolio controls
A portfolio-control suite for family offices that need trading, risk and reporting in one web platform.
- Document management
- Workflow automation
- Consolidated reporting
7.0/10★★★★☆Visit Sharpfin -
Best forFund administrators and investment operations
A strong fund-operations fit, but narrower than a full family-office suite.
6.8/10★★★☆☆Visit Hatcher+ FAAST -
Best forSmall investment firms managing deal pipelines
A focused operating system for investment-firm deal flow, portfolios, and investor operations.
6.6/10★★★☆☆Visit orydio
No tools match those filters.
Compare at a glance
| # | Tool | Paid from | Consolidated reporting | Entity management | Score |
|---|---|---|---|---|---|
| 1 | FundCount | $14,450/yr | 9.4 | ||
| 2 | Archway Platform | 9.2 | |||
| 3 | QPLIX | Yes | Yes | 9.1 | |
| 4 | AtlasFive | Yes | Yes | 9.0 | |
| 5 | Elysys | Yes | Yes | 8.9 | |
| 6 | Canopy | Yes | Yes | 8.8 | |
| 7 | Asset Vantage | 8.7 | |||
| 8 | Addepar | 8.6 | |||
| 9 | Landytech Sesame One | 8.5 | |||
| 10 | WealthSpectrum | 8.4 | |||
| 11 | Masttro | 8.3 | |||
| 12 | Asseta | Yes | Yes | 8.2 | |
| 13 | WealthSphere | Yes | Yes | 8.1 | |
| 14 | Ginkgo | $1,000/mo | Yes | Yes | 8.0 |
| 15 | Asora | $900/mo | 7.9 | ||
| 16 | MYFO | Yes | Yes | 7.8 | |
| 17 | Majlis | Yes | Yes | 7.7 | |
| 18 | Stellon | Yes | Yes | 7.5 | |
| 19 | Anclave | Yes | Yes | 7.3 | |
| 20 | AnyVault | 7.2 | |||
| 21 | Global WealthES™ | Yes | Yes | 7.1 | |
| 22 | Sharpfin Family Office Suite | Yes | 7.0 | ||
| 23 | Hatcher+ FAAST | 6.8 | |||
| 24 | orydio | 79 CHF/mo | 6.6 |
Head-to-head All 27 comparisons →
- FundCount vs QPLIX
- FundCount vs AtlasFive
- FundCount vs Elysys
- FundCount vs Canopy
- FundCount vs Asset Vantage
- FundCount vs Addepar
- Archway Platform vs QPLIX
- Archway Platform vs AtlasFive
- Archway Platform vs Elysys
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How we rank family office software
Every tool on this page was researched by iTechGuides Editors from its official website — pricing pages, plan tables and product documentation. We rank on how well each one does this category's core job, what the free or entry plan includes, and where it falls short. Where we have enough verified facts, the score out of 10 is a rubric — job fit, value and how much we could verify — shown with its breakdown on every tool's page; a tool we have not verified enough to score yet shows its rank without a number. Scores are re-checked when a product changes its plans. Read the full editorial policy, or submit a tool we missed.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update