Best Family Office Software in 2026
Updated
Coordinating wealth information can involve reports, investments, entities, documents, and recurring workflows. The opening entries are QPLIX, AtlasFive, and FundCount, with Archway Platform also among the first options. Compare consolidated reporting and investment accounting with entity management and document management to see which records each product brings together. Workflow automation and data import methods add further operational considerations. Check whether a free plan is available and compare the listed paid starting point for cost context. Use these dimensions to focus on the financial information and processes your family office needs to coordinate.
Family Office Software, ranked on how quickly a newcomer can get going.2 of 4 products with recorded free access can be tried for free.
- 1 GinkgoPaid from $1,000/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: no
- 2 Elysys
- Well documented: yes
- Runs where you work: yes
- 3 QPLIX
- Well documented: yes
- Runs where you work: yes
- 4 Asseta
- Well documented: yes
- Runs where you work: yes
- 5 Hatcher+ FAAST
- Free trial: yes
- Well documented: yes
- Runs where you work: no
- 6 Addepar
- Well documented: yes
- Runs where you work: yes
- 7 AtlasFive
- Well documented: yes
- Runs where you work: no
- 8 CanopyPaid from $1,250/mo
- Well documented: yes
- Runs where you work: yes
- 9 Masttro
- Well documented: yes
- Runs where you work: yes
- 10 WealthSpectrum
- Well documented: yes
- Runs where you work: yes
- 11 Anclave
- Well documented: yes
- Runs where you work: no
- 12 Global WealthES™
- Well documented: yes
- Runs where you work: no
- 13 AnyVault
- Well documented: yes
- Runs where you work: no
- 14 Archway Platform
- Well documented: yes
- Runs where you work: no
- 15 FundCountPaid from $1204.17/mo
- Free to practise on: no
- Free trial: no
- Well documented: yes
- Runs where you work: yes
- 16 Landytech Sesame One
- Well documented: yes
- Runs where you work: yes
- 17 MYFOPaid from $850/mo
- Well documented: yes
- Runs where you work: no
- 18 Sharpfin Family Office Suite
- Well documented: yes
- Runs where you work: no
- 19 WealthSphere
- Well documented: yes
- Runs where you work: no
- 20 AsoraPaid from $300/mo
- Free to practise on: no
- Free trial: no
- Well documented: yes
- Runs where you work: yes
- 21 Asset Vantage
- Free to practise on: no
- Well documented: yes
- Runs where you work: yes
- 22 MajlisPaid from $2,500/mo
- Free to practise on: no
- Well documented: yes
- Runs where you work: no
- 23 orydioPaid from CHF 6.58/mo
- Free to practise on: no
- Well documented: yes
- Runs where you work: no
- 24 Stellon
- Well documented: yes
Compare all 24 in a table
| # | Platform | Score | Free plan | Paid from | Consolidated reporting | Investment accounting |
|---|---|---|---|---|---|---|
| 1 | Ginkgo | 7.6 | No | Yes | ||
| 2 | Elysys | 6.9 | Yes | Yes | ||
| 3 | QPLIX | 6.9 | Yes | Yes | ||
| 4 | Asseta | 6.7 | Yes | Yes | ||
| 5 | Hatcher+ FAAST | 6.7 | No | |||
| 6 | Addepar | 6.5 | ||||
| 7 | AtlasFive | 6.5 | Yes | Yes | ||
| 8 | Canopy | 6.5 | Yes | Yes | ||
| 9 | Masttro | 6.5 | ||||
| 10 | WealthSpectrum | 6.5 | ||||
| 11 | Anclave | 6.4 | Yes | |||
| 12 | Global WealthES™ | 6.4 | Yes | Yes | ||
| 13 | AnyVault | 6.3 | ||||
| 14 | Archway Platform | 6.3 | ||||
| 15 | FundCount | 6.3 | No | 14,450 /yr | ||
| 16 | Landytech Sesame One | 6.3 | No | |||
| 17 | MYFO | 6.3 | Yes | |||
| 18 | Sharpfin Family Office Suite | 6.3 | Yes | |||
| 19 | WealthSphere | 6.3 | Yes | Yes | ||
| 20 | Asora | 6.2 | No | |||
| 21 | Asset Vantage | 6.2 | No | |||
| 22 | Majlis | 6.1 | No | Yes | ||
| 23 | orydio | 6.1 | No | |||
| 24 | Stellon | 6.1 | No | Yes |
Is your platform on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.