Best Family Office Software: 24 Platforms Compared

What is family office software?

For a plain-English explainer of the software types and how offices buy them, see Simple’s family office software hub. Simple’s Family Office Software & Technology Report is the research behind it. This page is the hands-on comparison: 24 platforms, their stated facts side by side, and how to pick one.

Quick verdict: best family office software by need

There is no single best family office software. The right platform depends on whether your main gap is reporting, accounting, private-asset data or the family’s own experience. Based only on what each vendor states publicly, these are sensible starting points for a shortlist (alphabetical within each card, not a ranking):

At a glance: 24 platforms compared

Every cell is either stated by the vendor on its own website (linked in each profile) or marked “Not published”. We did not estimate anything. Click a column heading to sort, or filter by text or category. Scroll sideways on small screens.

Vendor-stated facts, checked 28–29 October 2026. “Not published” means we did not find it on the pages reviewed, not that the feature is missing. Prices and timelines change, so confirm them in writing.

The six categories of family office software

Editorial summary by Future Family Office.

For more depth, read our guides to family office CRM tools, family office reporting systems and investment tracking solutions.

Platform profiles

Alphabetical. Each card uses the same fields so you can compare like with like. “What to check” is our editorial note on what to test in a demo, not a criticism.

Addepar

Best for: Large single and multi-family offices with complex, alternatives-heavy portfolios that want an established reporting platform.

Addepar describes itself as a global data and AI company and has operated since 2009. Its family office product centralises data across liquid holdings, private equity, venture capital, hedge funds, real estate and direct investments, with customisable reporting and portfolio analysis.

CategoryAggregation and reporting

Client typeSingle and multi-family offices (its FAQ says it serves both)

PricingNot published

ImplementationVaries with legacy data, custodial feeds and history migration; dedicated implementation team (vendor FAQ)

Integrations and dataHundreds of custodians, banks and administrators via daily feeds; market data and pricing partners

AlternativesYes: PE, VC, hedge funds, real estate, direct investments

AIPositions itself as a data and AI company

SecuritySOC 2 Type II; third-party penetration testing

CompanySince 2009; Addepar states $10 trillion+ in assets on platform across 1,500+ clients in 60+ countries (about page)

What to check: Pricing and timelines are quoted per office, so ask for a written scope and a reference client of similar size.

Sources: vendor source · vendor source. Checked 28–29 October 2026.

Aleta

Best for: Single and multi-family offices that want consolidated wealth reporting with a principal-friendly interface and published entry pricing.

Aleta is a wealth platform that consolidates liquid and private assets (private equity, real estate, co-investments) across entities, jurisdictions and family branches, with multi-currency support and drill-down from a consolidated overview to transactions.

CategoryAggregation and reporting

Client typeSingle and multi-family offices

PricingAleta states from $1,000 a month, not AUM-based (its comparison page)

ImplementationAleta states "a couple of weeks to 2–3 months" (site FAQ) and 4–8 weeks (comparison page)

Integrations and dataAleta states 100+ custodian and bank integrations; open API, MCP layer, Power BI and Excel

AlternativesYes: private equity, real estate, co-investments

AIAI features (Aleta Intelligence) for fund documents and analysis

SecurityStates SOC 2 certification

CompanyNew York HQ (site); Aleta states $100 billion+ in monitored assets

What to check: Aleta publishes its own "best software" ranking with itself first; judge it on a demo with your data.

Sources: vendor source · vendor source. Checked 28–29 October 2026.

Altoo

Best for: Wealth owners and family offices, particularly in Europe, that want Swiss-hosted consolidation and a family-facing app.

The Altoo Wealth Platform consolidates bankable and non-bankable assets from multiple sources so families and their advisers can see and interact with total wealth. It serves wealth owners, single and multi-family offices, private banks, and trusts and foundations.

CategoryWealth platform for families

Client typeWealth owners, SFOs, MFOs, private banks, trusts and foundations

PricingNot published

ImplementationNot published

Integrations and dataAltoo Wealth API and MCP

AlternativesNon-bankable assets supported

AIMCP connection for AI assistants

SecurityPlatform produced, hosted and resident only in Switzerland

CompanyAltoo AG, Baar, Switzerland

What to check: Confirm accounting needs separately; Altoo positions itself on consolidation and the family experience.

Sources: vendor source. Checked 28–29 October 2026.

Arch

Best for: Offices with large private fund programmes that need K-1s, capital calls and statements collected and verified automatically.

Arch collects and verifies private markets data at the source across the investment lifecycle, including capital call controls, look-throughs to underlying company exposure and shared investment research.

CategoryPrivate markets data and documents

Client typeInvestors including single family offices (testimonials on site)

PricingNot published

ImplementationNot published

Integrations and dataPushes "trusted data in the systems that power your business" via partners

AlternativesCore focus: private markets

AINot published

SecurityGDPR statement on site

CompanyNot published

What to check: Arch is a specialist layer, not a full reporting or accounting system.

Sources: vendor source. Checked 28–29 October 2026.

Archway

Best for: Large, accounting-led family offices and private banks that want aggregation, accounting and reporting on one general ledger.

Archway offers one general ledger for family offices, funds and private banks, with aggregation, accounting and reporting on a single book of record, and outsourced operations alongside the software. It says it has supported complex wealth since 2002.

CategoryAccounting and administration

Client typeSFOs, MFOs, private banks, private funds

PricingNot published

ImplementationNot published

Integrations and dataMentions Canoe, Microsoft, Excel, ChatGPT and Claude on its site

AlternativesYes: illiquid investments, K-1s

AIDiscusses AI on clean data

SecurityNot published

CompanySince 2002

What to check: Accounting-first platforms usually need longer implementations; ask for a plan.

Sources: vendor source. Checked 28–29 October 2026.

Asora

Best for: Single and multi-family offices that want fast set-up of aggregation, performance and reporting with private assets included.

Asora is a family office operating platform for data aggregation, performance monitoring, accounting, private assets, documents, workflow and mobile access. It models multi-entity and multi-generation structures.

CategoryAggregation and reporting

Client typeSFOs, MFOs, UHNW individuals, advisers

PricingNot published

ImplementationWealth structure live in 4 weeks or less (vendor-stated)

Integrations and dataFeeds, APIs and file ingestion from banks and custodians; uses Canoe Intelligence for private assets

AlternativesYes: PE, real estate, VC, direct investments, capital calls

AINot published

SecurityISO 27001 certified; GDPR; private-cloud option

CompanyAsora states 100+ families

What to check: Check depth of general ledger accounting against your needs.

Sources: vendor source. Checked 28–29 October 2026.

Asset Vantage

Best for: Single and multi-family offices and CPA firms that want accounting, wealth reporting and aggregation in one system.

Asset Vantage combines accounting, wealth reporting and data aggregation for single and multi-family offices, with products for emerging offices (AV Aspire), data management and reconciliation services (AV Prime) and managed services.

CategoryAccounting and reporting

Client typeSFOs, MFOs, CPAs and business managers

PricingNot published

ImplementationNot published

Integrations and dataBill.com; mobile app (iOS and Android)

AlternativesPrivate equity tracking

AINot published

SecurityNot published

CompanyCase studies cite offices in the US and India

What to check: Ask how much is software and how much is managed service in the quote.

Sources: vendor source. Checked 28–29 October 2026.

Asseta

Best for: Family offices replacing spreadsheets or a generic ERP with a family-office-specific ledger, bill pay and reconciliations.

Asseta describes itself as an accounting and financial operations platform purpose-built for family offices: general ledger, banking and cash, bill pay, financial reporting, forecasting, partnership accounting, collectibles and documents.

CategoryAccounting and operations

Client typeSFOs, MFOs and RIAs, accounting firms

PricingNot published

ImplementationNot published

Integrations and dataQuickBooks migration, MCP

AlternativesInvestment data and partnership accounting

AIAI-powered automated workflows

SecuritySOC 2 Type II and ISO 27001

CompanyAsseta states 50+ families onboarded

What to check: Pair with a reporting layer if you need deep investment analytics.

Sources: vendor source. Checked 28–29 October 2026.

SS&C Black Diamond

Best for: Multi-family offices and trust-heavy offices that need household reporting, branded client portals and CRM from one provider.

SS&C Black Diamond Wealth Solutions is a cloud-native platform with household performance reporting, alternatives aggregation, trust accounting, trading and rebalancing, billing, a branded client portal and Salentica CRM.

CategoryReporting, portal and CRM

Client typeSFOs and MFOs, wealth managers, trust companies

PricingNot published

ImplementationDedicated implementation and service model (product brief)

Integrations and dataSS&C states 1,000+ direct data feeds and 90+ third-party integrations

AlternativesYes: alternatives, partnerships, collectibles

AINot published

SecurityNot published

CompanyPart of SS&C Technologies

What to check: Built for wealth-management firms as well as family offices; check fit for a single family.

Sources: vendor source · vendor source. Checked 28–29 October 2026.

Canoe Intelligence

Best for: Offices with many private fund commitments that want document collection and data extraction automated.

Canoe collects documents from GP portals and inboxes, tracks missing documents, extracts data from capital calls, distributions, statements and K-1s, and delivers it to reporting and accounting systems.

CategoryAlternatives documents and data

Client typeCanoe states 75+ family offices among 300+ alternative investor clients

PricingNot published

ImplementationFive-phase onboarding (vendor-stated)

Integrations and dataAddepar, Tamarac, Black Diamond, Orion and more

AlternativesCore focus

AIMachine-learning extraction

Security"8 layers of protection" (vendor-stated)

CompanyFounded 2013 inside a single family office

What to check: A specialist layer; you still need a reporting or accounting system downstream.

Sources: vendor source · vendor source. Checked 28–29 October 2026.

Copia Wealth Studios

Best for: Wealth owners, single family offices and MFOs that want reporting, entity mapping and capital-call forecasting.

Copia offers reporting and performance, entity maps, capital-call forecasting, planning, documents and operations for individuals, family offices, MFOs and RIAs.

CategoryAggregation and reporting

Client typeIndividuals and family offices, MFOs, institutions and RIAs

PricingNot published

ImplementationNot published

Integrations and dataNot published

AlternativesCapital calls and private investments

AIAI-powered document ingestion

SecuritySOC 2-audited

CompanyNot published

What to check: Ask for the data-feed coverage list for your custodians.

Sources: vendor source. Checked 28–29 October 2026.

Elysys

Best for: Offices that run on Microsoft and want front-to-back investment accounting inside Dynamics 365 Business Central.

Elysys provides investment portfolio management and accounting built natively on Microsoft Dynamics 365 Business Central, for family offices and institutional investors. It says it has used Microsoft enterprise applications in finance since 2006.

CategoryAccounting and investment management

Client typeFamily offices, institutional and corporate investors

PricingNot published

ImplementationNot published

Integrations and dataMicrosoft ecosystem; banks, brokers and feeds automation

AlternativesNot published

AIAI-powered automation; states client data is not used to train models

SecuritySOC 1, SOC 2, ISO 27001, GDPR

CompanyElysys states $230 billion+ in assets and deployment in 18+ countries

What to check: Best where Microsoft is already the standard.

Sources: vendor source · vendor source. Checked 28–29 October 2026.

Eton Solutions (AtlasFive)

Best for: Large single and multi-family offices wanting one integrated platform for accounting, investments and operations.

Eton Solutions builds AtlasFive, which it describes as unifying every aspect of complex wealth in one environment, plus EtonAI, EtonAlpha and EtonAxis. It says AtlasFive was "built by a family office".

CategoryIntegrated platform with AI

Client typeSFOs, MFOs, business managers, RIAs, PE and real estate firms

PricingNot published

ImplementationNot published

Integrations and dataNot published

AlternativesServes PE, real estate and fund-of-funds firms

AIEtonAI ("WealthAI platform")

SecurityNot published

CompanyHQ Morrisville, North Carolina; international HQ Singapore

What to check: Integrated suites take more change management; plan internal resource.

Sources: vendor source · vendor source. Checked 28–29 October 2026.

FundCount

Best for: Accounting-led offices that want portfolio, partnership and general-ledger accounting on one real-time ledger, with published prices.

FundCount unifies accounting, investments and reporting on one real-time general ledger for family offices, fund administrators and asset managers, with AI document intelligence and an investor portal.

CategoryAccounting and investments

Client typeSFOs, MFOs, fund administrators

PricingFundCount states SFO from $35,899 a year and MFO from $26,950 a year, plus implementation and hosting fees

ImplementationScoped in the quotation (vendor-stated)

Integrations and dataData aggregation; Excel

AlternativesPartnership accounting

AIAI Document Intelligence

SecuritySOC 2 Type II

CompanyFounded 1999; HQ Barbados; offices in Boston, Toronto, Singapore and Dubai

What to check: On-site, private cloud or SaaS: choose the deployment early, as it changes cost.

Sources: vendor source · vendor source · vendor source. Checked 28–29 October 2026.

Gravity Software

Best for: Smaller and mid-sized offices that need multi-entity accounting and consolidations in the Microsoft ecosystem.

Gravity is family office accounting software for multiple entities, automated consolidations and intercompany, built on the Microsoft Power Platform with Power BI dashboards.

CategoryAccounting (Microsoft)

Client typeSingle and multi-family offices

PricingNot published

ImplementationNot published

Integrations and dataMicrosoft 365 (Excel, Outlook, Teams, Copilot), Power BI, Power Automate, Salesforce CRM

AlternativesPrivate investments analysed by entity and fund

AIMicrosoft Copilot

SecurityNot published

CompanyNot published

What to check: Investment performance reporting is lighter than in dedicated reporting tools.

Sources: vendor source. Checked 28–29 October 2026.

Kubera

Best for: Individuals and smaller multi-entity families that want a low-cost balance sheet across currencies and asset types.

Kubera tracks stocks, bonds, crypto, alternatives, property, debts and more across international banks and brokerages, with cash management and forecasting for capital calls.

CategoryPersonal balance sheet

Client typeIndividuals; Kubera Black for complex multi-entity wealth; white label for firms

PricingKubera states from $250 a year (Essentials); $2,500 a year for Kubera Black

ImplementationSelf-serve

Integrations and dataInternational bank and brokerage connections; ChatGPT and Claude

AlternativesYes

AIWorks with AI assistants

SecurityNot published

CompanyNot published

What to check: Not built for multi-entity accounting or institutional reporting.

Sources: vendor source. Checked 28–29 October 2026.

Landytech (Sesame)

Best for: Multi-asset single and multi-family offices, especially in Europe, that need broad custodian coverage and APIs.

Landytech builds Sesame, an AI-powered investment management platform for aggregating, analysing and reporting across asset classes and structures, with an AI agent (aLi) and data APIs. A general ledger module is marked "coming soon".

CategoryAggregation and reporting

Client typeSFOs, MFOs, private banks, asset managers and owners

PricingNot published

ImplementationNot published

Integrations and dataLandytech states 500+ custodians and 10,000+ open banking feeds; data and analytics APIs

AlternativesMulti-asset

AIaLi AI agent

SecuritySOC 2 Type II, ISO 27001, GDPR

CompanyLondon HQ; Landytech states $250 billion+ under reporting and 20+ countries served

What to check: Accounting module was not yet released on the page reviewed.

Sources: vendor source · vendor source. Checked 28–29 October 2026.

Masttro

Best for: Global single and multi-family offices with many entities and jurisdictions that prefer pricing not linked to AUM.

Masttro consolidates assets, entities and jurisdictions in one platform, with a global wealth map, document archive, cash management and an AI module that handles capital calls, distributions and statements. It was founded in 2010 inside a multi-generational family office.

CategoryFull-stack platform

Client typeSFOs, MFOs, wealth advisers

PricingNot linked to AUM (vendor-stated); quote on request

ImplementationNot published

Integrations and dataMasttro states 750+ direct connections to custodians, banks and data providers; API; Excel

AlternativesYes: AI module for capital calls and statements

AIMasttro Intelligence; AI module

SecurityEncrypted, secure (no named certification on pages reviewed)

CompanyFounded 2010; offices in New York, Zurich and Monterrey; Masttro states 400+ family offices

What to check: Ask about data export and API access for your other tools.

Sources: vendor source · vendor source · vendor source. Checked 28–29 October 2026.

Private Wealth Systems

Best for: UHNW families and offices that need consolidated performance reporting and portfolio accounting.

Private Wealth Systems offers performance reporting, intelligent aggregation, portfolio accounting, portfolio management and an investor portal for UHNW individuals, family offices and advisers.

CategoryReporting and accounting

Client typeUHNW individuals, family offices, RIAs, endowments

PricingNot published

ImplementationNot published

Integrations and dataNot published

AlternativesNot published

AINot published

SecurityNot published

CompanyNot published

What to check: Few details are published; ask for a full feature list.

Sources: vendor source. Checked 28–29 October 2026.

QPLIX

Best for: European family offices and private banks that need liquid and illiquid assets, accounting and tax in one platform.

QPLIX is wealth management software for investments, reporting, accounting and tax, covering liquid and illiquid assets, with AI features and self-hosted, API-based infrastructure.

CategoryPortfolio management

Client typeFamily offices, funds, private banks, IFAs, foundations

PricingNot published

ImplementationNot published

Integrations and dataAPI-based; partner ecosystem

AlternativesYes: illiquid assets

AIAI-powered tools

SecurityISO 27001 data centres; ISAE 3402; BaFin-registered AISP

CompanyGermany

What to check: Check English-language support and reporting templates if you are outside Europe.

Sources: vendor source. Checked 28–29 October 2026.

SS&C Total Return

Best for: Investment-heavy family offices with partnership structures that need fund-style accounting and tax processing.

Total Return combines portfolio management, investment accounting, partnership accounting and general ledger for alternative investment funds and family offices, with multi-currency support and tax processing.

CategoryAccounting (portfolio, partnership, GL)

Client typeFamily offices, private wealth funds, hedge funds

PricingNot published

ImplementationOn-premise or hosted

Integrations and dataNot published

AlternativesComplex securities and multi-tier ownership

AINot published

SecurityNot published

CompanyPart of SS&C Technologies

What to check: Built for fund-style accounting; pair with a reporting and portal layer.

Sources: vendor source. Checked 28–29 October 2026.

SumIt

Best for: Finance teams in single and multi-family offices that need a simple multi-entity ledger with one-click consolidations.

SumIt is a multi-entity general ledger for family offices, with automatic eliminations and consolidations (equity pick-up, full or ownership-percentage), from 5 to 150 entities or 2 to 20 families.

CategoryAccounting (general ledger)

Client typeSFOs and MFOs

PricingNot published

ImplementationNot published

Integrations and dataAddepar and Bill.com (vendor-stated)

AlternativesNot published

AINot published

SecurityNot published

CompanyFounded by a family office operator (about page)

What to check: A ledger only; pair with an aggregation and reporting platform.

Sources: vendor source · vendor source. Checked 28–29 October 2026.

AgilLink

Best for: Family offices and business managers that run bill pay and household accounting for many clients.

AgilLink provides secure bill pay and specialised cloud accounting for family offices, business managers, CPAs and sports management firms, with document management and investment data integration.

CategoryBill pay and client accounting

Client typeFamily offices, business managers, CPAs, trust companies

PricingNot published

ImplementationNot published

Integrations and dataAPI; investment data integration

AlternativesNot published

AINot published

SecurityNot published

CompanyLinked to City National Bank (site)

What to check: Covers payments and accounting rather than investment reporting.

Sources: vendor source. Checked 28–29 October 2026.

Emerging innovators to watch

Newer or specialist providers. Not yet as widely used as the platforms above, but worth a look for specific needs. One is new for 2026; five carry over from our 2025 list after we rechecked them.

New for 2026

Bridge

AI-native operating system for private markets allocators: document aggregation, data extraction and analytics across post-trade, business intelligence and pre-trade work.

Serves: Wealth managers, RIAs, family offices, institutions
Key fact: $5.1 million seed (October 2025); Bridge states SOC 2 Type II

source · source

Kept from 2025

DoLand Pro

Impact and ESG investment reporting for end clients, with an advisor dashboard and impact simulation, using the UN SDGs and EU Taxonomy.

Serves: Family offices, wealth managers, foundations, banks
Key fact: White-label platform; impact simulation tool added November 2025

source · source

Kept from 2025

Osyte

Connected multi-asset workbench for portfolio managers, covering institutional mandates, family office portfolios and alternatives funds.

Serves: Portfolio managers, family offices
Key fact: Not published

source

Kept from 2025

Proof

Sustainability and impact intelligence for investors: portfolio-level data, benchmarking and LP and committee reporting.

Serves: Funds, asset owners and family offices
Key fact: Related Proof Private Markets offers fund risk and compliance reviews

source · source

Kept from 2025

Reluna

Wealth management platform with account and portfolio management, cross-custodian trading, risk and compliance, client dashboards and a family governance module (Reluna Family).

Serves: Families and single family offices; advisers and MFOs
Key fact: Reluna Technology Ltd (site footer, 2018–2026)

source

Kept from 2025

Velvet

AI tools for private investors: deal snapshots, data-room analysis, memo generation, manager underwriting and LP portfolio monitoring.

Serves: Venture investors, LPs and family offices making direct investments
Key fact: Not published

source

Removed since 2025: Prismatic: Appears to have become Asseta: Asseta's own site still uses "prismatic" page addresses and mentions "Prismatic's API". Asseta is profiled above.; Sandbox Wealth: Now positioned as a private banking platform for enterprise wealth managers, not family office software.; WMS Technology: Website shows no updates since 2022 (copyright and last event 2022); status unclear.

Best family office software by scenario

Editorial guidance based on vendor-stated capabilities. Always test with your own data.

Single family office or multi-family office?

A single family office needs depth for one family: complex structures, private and direct investments, and simple, secure access for principals and the next generation. A multi-family office needs repeatable workflows across many families, client-level permissions, billing and CRM. Several platforms here serve both, but most are clearly stronger at one; ask each vendor how many clients of your type it supports.

How to choose: a 10-point checklist

1. Name the problem. Write down the three reports or processes that hurt most.
2. Map your structure. Entities, custodians, currencies and the share of private assets.
3. Decide suite or stack. One platform reduces integration work; a core system plus specialist tools gives more depth.
4. Test with your data. Include a private fund and a complex entity in the demo.
5. Check data coverage. Get the feed list and confirm every custodian and bank you use.
6. Check openness. APIs, data export and AI-assistant (MCP) connections, so you are not locked in.
7. Verify security. Current SOC 2 or ISO 27001 reports, penetration-test summaries, data residency and access controls.
8. Price three years, not one. Licences, implementation, data feeds, hosting and internal time.
9. Speak to references. Two clients of similar size, ideally ones who switched systems.
10. Be specific about AI. What it does today, what data it sees, where it runs and who reviews the output.

Many offices take a neutral view before speaking to vendors. Simple, the leading family office technology & AI advisory and a strategic partner to family offices, helps offices define requirements and shortlist providers; its family office software hub explains the main software types and its provider index lists more vendors.

What does family office software cost?

Most vendors quote per office. Common pricing models are a percentage or basis points of assets on the platform, a fixed annual licence by module, per-user seats, or a mix, plus one-off implementation and data-feed fees. A few vendors on this page publish figures:

Technology is a small share of what a family office costs overall. The UBS Global Family Office Report 2025 put the average pure operating cost at 41.1 basis points of assets in 2024, with IT and technology about 7% of pure running costs in 2025. Citi says total family office costs, including external investment and non-investment advisers, typically average 1% to 2% of assets (Citi 2025 Global Family Office Report). In North America, the Family Office Operational Excellence Report 2025 by Campden Wealth with AlTi Tiedemann Global found average total costs from $1.2 million for small offices to $6.8 million for large ones, with technology (including cybersecurity) the fastest-growing cost line in 2024, up 5.7%.

Implementation: how long it takes

Timelines depend on the number of data sources and entities, how clean the history is, and how much you migrate. Vendor-stated examples: Asora says a wealth structure can be live in four weeks or less; Aleta states “a couple of weeks to 2–3 months” in its FAQ and 4–8 weeks on its comparison page; Addepar says timelines vary with legacy data and custodial feeds and assigns a dedicated team; FundCount scopes implementation in each quote; Canoe describes a five-phase onboarding. Plan internal time too: someone in the office has to own data mapping and sign-off.

AI in family office software: what the 2026 data says

• In the 2026 Bank of America Family Office Study, 42% of the 355 US family offices surveyed said employees use AI today, and another 37% are interested. Among offices using AI, the main uses are data analysis (64%), meeting summaries (57%) and automation (49%). 83% say family members expect the office to keep implementing new technology.
• The Citi Wealth 2026 Global Family Office Report (22 September 2026) says AI is shifting from experimentation to implementation, used in investment analysis, information management, reporting, workflow automation and decision support, while final decisions are still made by experienced people.
• The RBC and Campden Wealth North America Family Office Report 2026 covers technology alongside operational costs, risk and governance.

In software terms, that shows up as document extraction (capital calls, statements, K-1s), reconciliation, report drafting and connections that let tools such as ChatGPT or Claude query the office’s data. Simple’s Family Office Software & Technology Report tracks how offices are adopting these tools.

More platforms to consider

These providers were listed in the 2025 edition of this guide. We have not re-verified them for 2026, so treat this as a starting list and check each vendor directly. Our software directory has more.

From the 2025 edition of this page; not re-checked in October 2026.

Methodology and independence

• Independent: Future Family Office is a publication, not a software vendor. No vendor paid to appear, and we do not rank platforms.
• Selection: platforms that market a product to family offices on their own website, drawn from our 2025 list, the current Google results for “family office software” and Simple’s provider index.
• Verification: every vendor fact comes from the vendor’s own website or announcement (linked in each card) and was checked on 28–29 October 2026. Prices and scale figures are as stated by the vendor. Where we could not find a fact, we wrote “Not published”.
• What we did not do: no hands-on testing, no paid placements, no review scores, no estimated prices.
• Screenshots: captured from each vendor’s public website in October 2026 for identification only.
• Updates: reviewed quarterly. Vendors can send corrections with a source link.
• Changelog: 29 October 2026: rebuilt for 2026 with 24 profiles, 6 emerging innovators, comparison tables, cost and AI data.

Frequently asked questions

Related reading

• Family office software explained (Simple)
• Family Office Software & Technology Report (Simple)
• The 2025 Family Office Software Roundup (Forbes)
• Top wealth management platforms compared
• Family office CRM tools compared
• Family office reporting systems guide
• Best investment tracking solutions
• Family office wealth management

Sources: vendor websites and announcements (checked 28–29 October 2026); Citi Wealth 2026 Global Family Office Report; 2026 Bank of America Family Office Study; RBC and Campden Wealth North America Family Office Report 2026; UBS Global Family Office Report 2025; Citi 2025 Global Family Office Report; Campden Wealth / AlTi Tiedemann Global Family Office Operational Excellence Report 2025; Fortune (13 February 2025), Observer (5 March 2025). Written by Fiona Hale, Future Family Office. Last updated 29 October 2026.