Top 15 Family Office Software Solutions to Explore in 2025

Family offices face unique challenges in managing complex, multi-generational wealth across various asset classes. As these operations become more sophisticated, choosing the right technology infrastructure is critical. The ideal software solution should not only streamline operations, but also provide the security, flexibility and insight required for effective wealth management and preservation.

Today’s wealth management landscape requires technology that can handle everything from traditional investments and private equity to real estate, art collections and digital assets. The most effective platforms integrate accounting, reporting, investment analysis and document management, while providing appropriate access to family members and advisors.

Based on our research and industry expertise, we’ve compiled this comprehensive guide to the leading software platforms designed specifically for the needs of family offices in 2025. Each solution offers unique strengths to address different aspects of family office management.

1. Masttro

Core Strength: Holistic wealth visualisation and management

Key Features:

• Consolidates all asset classes into a unified view
• Direct data feeds and link up to 550+ custodians and financial institutions
• Sophisticated document storage with advanced permission controls
• Customisable dashboards for tracking portfolio performance

Relevance to Family Offices: Masttro excels at providing a comprehensive “single source of truth” for complex family wealth, handling both liquid investments and illiquid assets such as real estate, private equity holdings, and passion assets (such as fine art and collectibles). Family offices particularly value its ability to track and manage assets across geographies and currencies, while its open API architecture enables integration with existing technology stacks. The platform’s security protocols ensure that sensitive information is only shared with authorised individuals, making it ideal for multi-generational wealth management.

2. Addepar

Core Strength: Advanced analytics for complex portfolios

Key Features:

• Multi-asset class performance measurement across all account types
• Portfolio analytics with sophisticated risk assessment tools
• Flexible data aggregation from a variety of sources
• Highly customisable reporting with real-time updates
• Integrated portfolio trading and rebalancing capabilities

Relevance to Family Offices: Addepar has gained significant traction among single and multi-family offices managing diverse alternative investments. Its strength lies in centralising financial information with the highest security standards while handling complex, illiquid assets alongside traditional investments. They claim that Family offices are able to cut reporting time by 50-60%. The platform’s modern digital experience includes customisable portals for advisors and family members, plus mobile and iPad apps for secure, on-demand portfolio access. 

3. Eton Solutions

Core Strength: AI-powered integrated accounting and investment management

Key Features:

• End-to-end accounting and multi-ledger capabilities
• Automated reconciliation and transaction processing
• Comprehensive tax support and investment reporting
• EtonGPT™ AI-driven assistance and workflow automation
• Built by a family office for family offices

Relevance to Family Offices: Eton Solutions addresses family offices’ unique challenges with its AtlasFive® platform, eliminating data fragmentation by using a single transaction-level data source across all ledgers. Created by family office professionals who understand wealth management complexities, the platform is trusted by 750+ families managing over $936 billion in assets. The EtonGPT™ AI assistant automates routine tasks, allowing staff to focus on high-value activities like family governance. Family offices can either implement AtlasFive® with their existing team or choose the Administrative Family Office™ (AFO™) option that combines the technology with outsourced professional services for a complete solution.

4. Landytech

Core Strength: Investment data management and analytics

Key Features:

• Automated data aggregation from 500+ global custodians
• AI-powered document processing for alternative investments
• Sophisticated performance and risk analytics with exposure monitoring
• Ownership structure visualisation and tracking
• Mobile app for task allocation and monitoring 

Relevance to Family Offices: Landytech’s Sesame platform positions itself as the command centre for managing multigenerational wealth. They say they excel at delivering clean, accurate investment data at scale, helping family offices save more than 80% of time typically spent on reporting. The platform integrates data for public and private assets, enabling family offices to respond to ad hoc reporting requests in minutes rather than days. Sesame’s automation capabilities dramatically reduce the time spent on data consolidation, while its rigorous validation protocols ensure data accuracy. The platform is backed by security certifications (including ISO, GDPR, and CSA compliance), giving family offices confidence that their sensitive data remains secure while providing institutional-grade analytics for informed decision-making.

5. FundCount

Core Strength: Integrated investment and partnership accounting

Key Features:

• All-in-one solution for portfolio, partnership and general ledger accounting
• Support for all marketable and alternative asset classes
• Automated fee calculations and investor allocations
• Flexible accounts payable with full payment lifecycle management
• Client portal for transparent family communication

Relevance to Family Offices: FundCount has established itself as a comprehensive single system that handles any type of marketable and alternative assets. They claim their  platform eliminates the need for reconciliation and integration work between modules, delivering more accurate reports faster and at lower cost. FundCount’s integrated accounting and reporting solution allows family offices to auto-reconcile nested entities, eliminating manual errors and saving time. The platform’s “look-through” reporting enhances communication efficiency by enabling family members to self-serve their portfolio reporting needs. Family offices can choose their preferred deployment option; public cloud, private cloud, or on-premises hardware to comply with specific data security requirements. 

6. Asora

Core Strength: Automated data capture and on-demand reporting

Key Features:

• Automated data feeds with connections to multiple custodians
• Data cleansing and validation capabilities 
• Digital, on-demand reporting via web and mobile apps
• Secure document management with centralised vault
• Custom performance monitoring and accounting

Relevance to Family Offices: Asora helps modern family offices move from spreadsheets to a comprehensive but intuitive wealth management platform. They say that family offices are able to automate aggregation of both bankable and private asset data, performance monitoring and customised reporting all on a single platform. The software connects to major financial institutions, including Goldman Sachs, JP Morgan, Credit Suisse, Morgan Stanley, and many others, eliminating the need to log into multiple portals. Asora’s platform acts as a single source of truth, offering real-time insights on private assets and on-demand reporting capabilities. Security is a priority to them, with the platform offering Always Encrypted™ protection, two-factor authentication, security alerts, and private cloud storage. Asora is both GDPR-compliant and ISO 27001 certified, making it a potential solution for family offices seeking to automate their operations while maintaining the highest security standards.

7. SEI Archway Platform

Core Strength: Streamlined accounting, investment and reporting operations

Key Features:

• Built on a core general ledger for comprehensive financial management
• Automated investment data aggregation from custodians and brokers
• Advanced handling of complex partnership structures and allocations
• Interactive reporting dashboards with instant access to crucial metrics
• Flexible deployment models (in-house, outsourced, or hybrid)

Relevance to Family Offices: SEI’s Archway Platform stands out as a powerful wealth management technology solution designed to give family offices a 360-degree view of their client’s wealth. Built on an enterprise platform developed in the early 2000s, the system unifies accounting, investment data aggregation and reporting tools within a single, integrated platform. It automates accounting records across dozens of business functions, from traditional and alternative investment transactions to cash movements, bill payments, fee calculations and capital distributions. They say this enables accounting, investment and administrative teams to work cohesively within one application. The platform’s built-in reporting engine utilises all underlying data to produce complex financial reporting across entities, portfolios, managers, currencies and investments, making it particularly valuable for family offices with intricate ownership structures.

8. Altoo AG

Core Strength: Digital wealth consolidation and collaboration for ultra-high-net-worth families

Key Features:

• Automated monitoring with customisable alerts
• Secure document sharing with closed-user ecosystem
• Intuitive wealth visualisation across bankable and non-bankable assets
• Support for alternative investments including NFTs and cryptocurrencies
• Three-factor authentication for enhanced security

Relevance to Family Offices: Recognised by Forbes as a top family office software provider for three consecutive years, Altoo creates a digital wealth home specifically for ultra-high-net-worth families. The platform combines intuitive design with powerful features that make complex wealth information accessible to all family members. Altoo provides specialised private equity portfolio management, while enabling secure document sharing among stakeholders in a closed ecosystem. Each client is supported by a dedicated ‘curator’ who ensures data quality and assists with manual data handling as required. With Swiss banking heritage at its core, Altoo provides family offices with enterprise-grade security for their sensitive wealth information.

9. Profile Software

Core Strength: Investment management and banking solutions

Key Features:

• Advanced client management and portfolio analytics
• Comprehensive risk assessment and compliance monitoring
• Automated integration with diverse data sources
• Digital banking and wealth management capabilities
• Customised reporting for family governance

Relevance to Family Offices: Profile Software’s Axia Suite supports wealth management for family offices by providing an integrated platform tailored to their unique needs. The solution, which can be implemented as Managed Services or Software as a Service (SaaS) in leading cloud environments, offers a range of features designed to address the complex challenges of wealth management for high-net-worth individuals. Profile Software helps family offices generate wealth with limited risk by consolidating assets and streamlining operations through their technology. The platform emphasises real-time wealth tracking, allowing family offices to monitor investments, assets and financial performance. This enables agile decision-making and helps navigate market volatility with confidence. Profile Software’s customised reporting capabilities provide detailed overviews of investment performance, risk analysis and financial trends, promoting transparency to both stakeholders and authorities. 

10. Asseta

Core Strength: Intelligent family office operations platform

Key Features:

• Comprehensive general ledger designed specifically for family offices
• Multi-entity and multi-currency support across global operations
• Integrated banking, bill pay and cash management
• Unified investment portfolio tracking and reporting
• Streamlined intercompany activity and transaction automation

Relevance to Family Offices: Asseta positions itself as “The Intelligent Family Office Suite™” designed to protect and grow wealth for generations. The platform offers a set of modular tools to manage all family office operations on a single system. Asseta’s general ledger is built specifically for family offices, providing complete visibility into complex financial structures. The platform supports automating intercompany transactions and activity between entities, while its multi-currency capabilities enable global operations. Asseta integrates with numerous financial platforms including Addepar, J.P. Morgan, Morgan Stanley, Fidelity, Charles Schwab and others, creating a unified view of all family assets. The system includes a secure document vault for centralised file storage and offers planning and budgeting tools to forecast. For family offices concerned about cybersecurity, Asseta provides robust protection protocols to safeguard sensitive information. The platform’s implementation process is designed to be efficient, with options to import historical data and configure the system for either single-family or multi-family office operations.

11. Illio

Core Strength: Intuitive wealth insights and analytics

Key Features:

• Full analytics platform for listed, unlisted and digital assets
• AI-powered insights that highlight what matters most about portfolios
• “What if” scenario modeling for portfolio comparison
• On-demand performance reports via customisable PDF
• Client view for better stakeholder engagement

Relevance to Family Offices: illio offers an all-inclusive wealth platform with both instrument-level and portfolio-level insights designed to improve advisor productivity and increase stakeholder transparency. The platform helps family offices consolidate all investments (listed, unlisted and digital assets) into one system for analysis. illio’s approach uses simple language and visuals to highlight the portfolio elements most likely to affect future performance and risk, eliminating the need to analyse multiple charts and tables to draw conclusions. This saves time when preparing for client meetings while building greater trust through transparency. The platform’s risk assessment tools evaluate whether risk taken generates return, while drawdown analysis shows how long and deep any portfolio losses have been. Family offices can also use illio’s “What if” module to compare portfolios and demonstrate potential outcomes, which is particularly valuable when evaluating new investment ideas in the context of existing holdings.

12. QPLIX

Core Strength: Software solution for the successful digital management of complex portfolios. 

Key Features:

• Comprehensive management of both liquid and illiquid investments
• Detailed lease management for real estate holdings
• Automation for data consolidation, accounting and reporting
• White label wealth app with family office branding
• Private server hosting in certified data centers for maximum security

Relevance to Family Offices: Created by family office professionals, QPLIX serves as a single source of truth for complex wealth structures. Since 2012, the platform has specialised in managing diverse assets from conventional investments to private equity, luxury assets and real estate holdings. They say their automation capabilities dramatically improve operational efficiency while enhancing collaboration with external advisors. Family principals benefit from custom-branded wealth apps with real-time insights. Privately managed servers in certified data centers with advanced encryption and strict authentication ensure sensitive financial information remains protected while minimising IT and cyber security burdens for family offices.

13. LemonEdge

Core Strength: Next-generation family office accounting and reporting

Key Features:

• Modern accounting engine supporting any complexity of structure
• Flexible configuration tools for self-management
• “Canvas” technology for scenario planning
• “Safes” data security model for multi-family office isolation

Relevance to Family Offices: LemonEdge positions itself as the next-generation family office accounting, management and reporting software providing end-to-end management capabilities. The platform addresses the challenges facing today’s family offices with a solution that includes a modern accounting engine, flexible configuration tools and robust security features. LemonEdge say they can handle the full family office structure, including hierarchical relationships, with real-time transactional processing and complete transparency across the organisation. The system supports multi-asset class management (public, private equity, real estate, infrastructure, credit) alongside personal assets like property, art, yachts, and jewellery. LemonEdge’s “Canvas” technology allows family offices to instantly create copies of their entire live system for modeling future scenarios, planning for FX changes, investments, disinvestments or testing different accounting treatments. This capability enables sophisticated “what-if” analysis without affecting production data, while the platform’s “Algorithms” feature eliminates risks associated with offline Excel spreadsheets by bringing them into a secure, auditable environment.

14. WealthArc

Core Strength: Cloud-native portfolio management

Key Features:

• Automated data aggregation from 120+ custodians
• Portfolio management and performance tracking across all asset classes
• Customisable reporting with one-click document generation
• Order management system for trade proposals and execution
• Client relationship management capabilities

Relevance to Family Offices:  WealthArc positions itself as a wealth management hub powered by its Wealth Data Box technology. The platform helps family offices manage wealth data more efficiently through automated workflows and comprehensive data consolidation. With over 22 billion Swiss Francs in assets under management and 1,000+ end users, WealthArc has established itself as a trusted solution for both single and multi-family offices.

Clients report significant operational efficiencies, with one family office saving approximately 140,000 CHF annually by bringing previously outsourced invoicing and reporting in-house, reducing processing time from three weeks to just four days. The platform’s emphasis on data quality and user-friendliness allows family office executives to access critical information instantly rather than spending time verifying data accuracy. WealthArc’s cloud-based architecture, built on Microsoft Azure, meets the financial industry’s highest security standards while ensuring seamless data integration through modern REST APIs.

15. eFront

Core Strength: Alternative investment management backed by BlackRock/Aladdin

Key Features:

• Private equity, real estate, infrastructure and private debt management
• Front-to-back investment process support with Aladdin integration
• Comprehensive fund administration and accounting
• Advanced analytics for alternative investments
• Whole portfolio view combining public and private assets

Relevance to Family Offices: eFront, now part of BlackRock’s Aladdin ecosystem, specialises in alternative investments, making it particularly valuable for family offices with significant allocations to private equity, real estate, infrastructure and other alternative assets. The platform brings together public and private asset class data to create an industry-recognised whole portfolio solution, providing a 360° view of performance and exposures. eFront’s Insight component offers data and analytics to understand performance, with investment and benchmark data collection services and ESG risk mapping to enhance decision-making for due diligence and portfolio construction. The platform is designed for institutional investors managing multi-asset portfolios, with recent innovations including AI capabilities through eFront Copilot to support more efficient alternative investment management.

Custom Solutions: FundFront

While the platforms above offer valuable off-the-shelf solutions, some family offices require more tailored approaches to address their unique needs. FundFront specialises in developing customised software solutions specifically for family offices and boutique asset managers, leveraging existing technology infrastructure to create efficient, purpose-built systems.

Core Offerings:

• Technology assessment to determine optimal integration or custom development paths
• Consulting services to identify compatible existing platforms
• Custom software development for truly unique requirements
• Implementation support for seamless integration
• White-label platforms tailored to family office specifications

For standard requirements, FundFront identifies and implements suitable combinations of existing platforms that work with core systems while minimising complexity. When off-the-shelf solutions cannot address specialised needs, particularly for alternative investments, unique reporting, or proprietary strategies, FundFront provides targeted custom development services that precisely address specific requirements while ensuring scalability and operational efficiency.

FundFront’s background in alternative investment software development gives us firsthand experience with the challenges family offices face. Our approach emphasises creating technology that truly integrates with existing systems, drives efficiency, and scales over time, helping family offices to modernise their operations while focusing on measurable outcomes.

Final Thoughts

The right technology infrastructure can significantly enhance a family office’s ability to preserve and grow wealth, while supporting effective governance and communication. By carefully evaluating your specific needs against the capabilities of these leading platforms, you can find the solution that best meets your family office’s unique requirements and objectives. Remember, technology should serve your family’s vision and values – the best system is one that allows your team to focus on what matters most: protecting and growing wealth for current and future generations.

Want to discuss technology solutions for your family office? Email hello@fundfront.com or complete the contact form on our website. 

 

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Disclaimer

FundFront provides operational and technological solutions for fund structuring, securitisation and management. We do not provide legal, tax or financial advice. We recommend that you consult with professional legal or financial advisors to ensure compliance and appropriateness for your specific situation.