Key Takeaways
- There is not a single stand-out Best in 2026. The right choice depends on your size, tolerance for cost, client complexity and functionality.
- Comprehensive back-office platforms offer depth, but are expensive. Some platforms offer sophisticated functionality, but a small / lean RIA firm may be paying for more functionality than they actually need.
- Platform features are not enough. Buyers need to evaluate, implementation time and labor, price, integration requirements and collaboration needs.
What Is Family Office Software?
Family office software is a digital platform used by financial advisors and the families they serve to organize, manage, and oversee their financial lives in one place.
Family office software can help advisors and clients:
- Aggregate financial data across multiple banks, custodians, accounts, and professional advisors
- Manage and monitor investment portfolios
- Track and report financial information across a household
- Securely store and organize important documents, such as wills, trusts, tax documents, and estate planning materials
- Protect sensitive financial information through secure technology
What to look for in RIA Performance Reporting Software?
- Accuracy and Reliability - A strong Family Office Software solution should connect directly with your custodians and reconcile positions in a timely manner.
- Usability and Functionality - beyond the numbers, can professional advisors at all levels and clients use the software? Is it intuitive, easy and self-explanatory? Is adoption and implementation seamless and timely.
- Trust and Security - Can you and your clients trust information is secure?
There's this massive underserved gap between $5 million and $100 million. Households in this range live incredibly complex lives and require family office style services to get a holistic view of their wealth and simple collaboration tools to organize themselves and their advisors, across all disciplines.
— Stephanie Abraham, COO, Strad
Best 8 Family Office Software Platforms
Here is our take on the top 8 platforms to consider when looking for family office software:
- Addepar: ideal for RIAs and family offices handling UHNW clients with complex multi-asset portfolios
- Strad: ideal for RIAs needing a coordinated wealth management technology solution
- Eton Solutions (AtlasFive): SFOs, MFOs, and RIAs needing integrated back-office operations
- Masttro: ideal for Family offices needing global asset visibility
- Aleta: ideal for Principals focusing on wealth visibility alongside professional reporting
- Asora: ideal for Single and Multi-family offices managing UHNW households
- Landytech: Ideal for Investment teams needing multi-custodian reporting and analytics
- Sage Intacct: Ideal for Family offices prioritizing multi-entity accounting
Disclaimer on Evaluation of the Family Office Software
All information in this article is based on publicly available sources and vendor documentation gathered through independent research. We haven't tested every platform listed first hand. This guide was last updated in August 2026. If you spot anything outdated or inaccurate, let us know here and we'll review it.
Quick Comparison Table
| Platform | Best For | Standout Strength | Watch-Out | Pricing Model |
| Addepar | RIAs and family offices handling UHNW clientsComplex multi-asset portfolios | Powerful data analytics, customizations, and multi-entity reporting | Operational complexity, steep learning curve | Custom / influenced by AUM and complexity |
| Strad | RIAs needing an integrated wealth management technology solution | Sits alongside existing stack +, taxes, estates, insurance and business interests | Does not include billing, fee custodian integrations | Monthly subscription based on number of households served |
| Eton Solutions | SFOs, MFOs, and RIAs needing integrated back-office operations | GL, fund, and trust accounting alongside investment reporting and operational workflows | Potentially more scope than a firm seeking only reporting or client coordination needs | Custom |
| Masttro | Family offices needing global asset visibility | Connects to over 700 custodians and different currencies | RIAs may need additional technologies to support CRM, reporting, etc. | Fixed annual subscription |
| Aleta | Principals focusing on wealth visibility alongside professional reporting | Principal-facing interface paired with investment reporting | Its investment ledger is not a substitute for full operational bookkeeping | Subscriptions from $1,000/month, without AUM-based fees |
| Asora | Single and Multi-family offices managing UHNW households | Aggregating and reporting, full functionality at every tier | Add-on pricing for data connections and implementation fees | Fixed annual subscription + AUM-based + Implementation fee |
| Landytech | Investment teams needing multi-custodian reporting and analytics | Broad data connectivity with performance, exposure, liquidity, and risk analysis | Dedicated accounting page currently labels native GL functionality “coming soon” | Custom |
| Sage Intacct | Family offices prioritizing multi-entity accounting | Multi-entity, multi-currency consolidation and financial reporting | Specialized portfolio analytics may require a connected investment platform | Custom |
The future of wealth management won't be defined by who has the largest office, it will be defined by who delivers the most connected client experience. Strad empowers advisors to provide family office-level service to the mass affluent, all from a single, secure platform.
— Richard Benoit, EVP, Strad
We now look a bit deeper into each of these performance reporting platforms, highlighting their strengths and publicly available limitations.
Strad
Strad takes a client-facing approach to family-office-style advisory services. It doesn’t run the back office of a traditional family office, instead it provides the coordinating layer for advisors to deliver a family-office-style service offering.
Best for: Advisors service $5M to $100M households who want a coordinated, high-touch service, without having to build a traditional family office.
3 Strengths:
- Connect advisors, CPAs, attorneys, insurance professionals
- Organizes financial information in a client-facing, permission-based platform
- Designed by a wealth manager for advisory practices to help grow and improve their service offerings
Choose if: Your advisory proactive operates with fragmented systems and you are seeking a coordinated approach to engaging with other advisors and your clients
Addepar
Addepar aggregates, normalizes and analyzes investment data across complex portfolios containing securities, private investments, alternatives and layered ownership structures.
Best for: RIAs, family offices and institutional wealth managers overseeing complex, multi-asset portfolios for UHNW clients.
3 strengths:
- Consolidates liquid and illiquid investments
- Supports entity level and ownership reporting
- Offers powerful analytics, customizable reporting, APIs and data-export capabilities.
Choose if: Portfolio and ownership complexity justify an institutional-grade investment data platform.
Masttro
Masttro is a family office wealth aggregation and reporting platform.
Best for: Family offices needing global asset visibility
3 strengths:
- Connects to over 700 custodians and different currencies
- Automates capital calls, distributions and document processing
- Maps trusts and estates and holdings through its Global Wealth Map
Choose if: You operate a family office of UHNW households with complex assets and ownership structures.
Aleta
Aleta is a next-generation family office platform that consolidates public, private, and alternative assets across custodians, entities, and currencies into one verified wealth view. It is designed to give principals an intuitive experience while providing CIOs, CFOs, and investment teams with deeper performance and investment reporting.
Best for: Smaller family offices and wealth managers that want a principal-facing experience without sacrificing reporting depth.
3 strengths:
- AI-powered data ingestion and private market forecasting.
- Open architecture is designed to connect to external AI infrastructure.
- Mobile-first experience with a native app for principals and professional teams
Choose if: Ease of use for the principal matters as much as consolidated reporting and investment-level detail.
Asora
Asora aggregates financial information from banks, custodians, private investments and legal entities to give family offices a consolidated view of wealth, ownership, and performance.
Best for: Single and multi-family offices that need to replace spreadsheet-based consolidation with structured investment reporting.
3 strengths:
- Aggregates assets across multiple financial institution
- Produces consolidated performance reports
- Serves as self-run, single family office or multi-family office use
Choose if: You need consolidated bank,custodial and private asset data into one portfolio and wealth reporting.
Landytech
Landytech provides investment management and reporting software for family offices, private banks, trust companies, and asset managers.
Best for: Family office, trust company, or asset manager managing complex, multi-asset portfolios who needs institutional-grade data aggregation, analytics, and automated reporting
3 Strengths:
- Mobile app is a portfolio companion with key performance metrics, access to recent investment reports and real-time notifications
- Broad multi-asset data aggregation
- Institutional-grade performance and risk analysis
Choose if: Deep investment analysis and reporting is your primary focus.
Sage Intacct
Sage Intacct is a cloud accounting platform for family offices managing complex entity structures.
Best for: Family offices prioritizing multi-entity accounting, financial reporting, and access to implementation support.
3 strengths:
- Multi-entity, multi-currency accounting and consolidation
- Audit trails and consolidated financial statements
- An established network of implementation, accounting, and integration partners
Choose if: Your primary business focus is accounting, maintaining books and preparing financial statements,, with specialized investment reporting.
Questions to ask when selecting a performance reporting platform:
Ask yourself the following:
- Is your real risk losing assets during a wealth transfer, not losing the account to a competitor? That's a retention problem worth solving now — research compiled by CircleBlack (2026) puts the figure at 81% of heirs planning to fire their parents' advisor after inheriting.
- Do clients expect estate, tax, and insurance coordination beyond portfolio management? That's a service-breadth gap, not a reporting gap, the same CircleBlack roundup cites a 2025 survey finding 70% of clients want estate planning included, and 40% would switch advisors to get it.
- Is document exchange still happening over email? That's a compliance exposure, not a workflow, a study referenced by US Tech Automations, citing FINRA's 2024 small-firm cost data, ties weak access controls and audit trails directly to exam risk.
FAQs
- What is Family Office Software? Family office software is a digital platform used by financial advisors and the households they serve to aggregate financial data, manage portfolios, report financial information, and securely store important documents such as wills, trusts, and tax records.
- What’s the difference between family office accounting software and reporting software? Accounting software records transactions, maintains the general ledger and supports bookkeeping and financial statements. Reporting software aggregates data from other platforms to arrive at a comprehensive view of a household’s financial life.
- How much does family office software cost?
Pricing can be fixed fee or AUM based. Smaller reporting platforms, like Strad, may charge a fixed monthly or annual fee, while larger platforms may be very costly depending on complexity, AUM served or number of integrations.
Sources
- https://masttro.com/insights/best-family-office-software — April 2026
- https://eton-solutions.com/how-to-choose-family-office-software/ — January 2026
- https://eton-solutions.com/company/about-us/ — April 2026
- https://www.familyoffice.com/technology-partner/eton-solutions-llp — March 2024
- https://www.asseta.ai/resources/best-family-office-accounting-software-2026 — June 2026
- https://aleta.io/best-family-office-software — May 2026
- https://abovebusinessmag.com/family-office-software-platforms-in-2026-reviews-and-comparison/ — June 2026
- https://www.circleblack.com/key-ria-industry-statistics/ — October 2025
- https://ustechautomations.com/resources/blog/automate-best-client-portal-software-for-ria-firms-2026 — May 2026