“Masttro has allowed us to have a single source of truth for all of our investments, which is critical and enables us to execute a world-class, institutional-quality middle office infrastructure.” — Jefferson River Capital
Key Takeaways
- Comprehensive Wealth View: If you manage a complex family office, Masttro offers the most comprehensive view of wealth, including alternative assets and AI-powered automation.
- Top-Tier Security: If security and data privacy are top concerns, Masttro stands out with military-grade encryption and no access to client data.
- Strategic Selection: Before choosing a platform, consider your reporting needs, asset types, and integration requirements to find the best fit.
- Hands-on Evaluation: If you want a hands-on evaluation, book a demo to see how each software aligns with your family office’s goals.
Choosing the Best Family Office Software
Managing wealth in a family office requires precision, security, and efficiency—far beyond what spreadsheets or generic financial tools can provide. With the increasing complexity of multi-asset portfolios, alternative investments, and regulatory requirements, choosing the right family office software is critical for streamlined operations and long-term financial success.
This guide compares the top family office software solutions for 2026, highlighting key features, pricing models, and best use cases. Whether you’re looking for comprehensive wealth visibility, automated reporting, or AI-driven insights, this breakdown will help you find the best platform for your family office needs.
| Software | Best For | Key Features | Pricing Model |
|---|---|---|---|
| Masttro | Single & multi-family offices, wealth managers | Full wealth view (liquid & alternative assets), AI-powered document automation, military-grade security, multi-currency support | Fixed pricing, not based on AUM |
| Asora | Single & multi-family offices | Automated data capture, on-demand reporting, secure data storage | Based on family office size |
| Addepar | Family offices & RIAs managing complex portfolios | Real-time investment tracking, data visualization, scenario modeling | AUM-based pricing |
| Altoo | Wealth owners & single-family offices | Consolidated reporting, governance & legal support, intuitive design | Feature-based pricing |
| Canopy | Single & multi-family offices, wealth managers | PDF & electronic data aggregation, custom reporting, data visualization | Data usage-based pricing |
| FundCount | Family offices, hedge funds, private equity firms | Multi-asset portfolio & partnership accounting, auto-reconciliation | User-based pricing |
| Landytech | Asset owners, managers, & advisors | Data aggregation, performance analytics, automated bookkeeping | Variable pricing based on custodians & assets |
Masttro
Masttro is a comprehensive family office platform that provides a full view of wealth. It enables family offices to easily unite all financial data in one place.
Founded in 2010 by family office professionals as a solution to financial reporting challenges they faced running a multigenerational family office, Masttro has put the needs of the wealth owner first since the beginning.
The platform can seamlessly aggregate and ingest all assets, from liquid investments to complex alternative assets, including real estate, private equity holdings, passion assets, and more, delivering the complete picture of every corner of family wealth.
User experience is paramount throughout, from the entire portfolio consolidation setup, customizable dashboard, and automation to seamless integration into the current tech stack.
Features
- Data Aggregation: Masttro aggregates and ingests ALL asset classes, from liquid investments to complex portfolio alternatives, including real estate, private equity holdings, and passion assets.
- Multi-currency: Masttro is a global, multi-currency solution, integrating with 600+ direct feed custodians worldwide.
- Document AI: Automates data handling of capital calls, distributions, and capital statements, streamlining document management (without additional integrations).
- Security: Employs military-grade security protocols to protect sensitive wealth data (Masttro has no access to client data).
- Mobile application: Real-time tracking of assets anytime, anywhere via iOS & Android mobile app.
- User Experience: An intuitive interface with mobile and tablet applications, providing anytime, anywhere access for approved users.
Who uses it
Single and multi-family offices, as well as wealth managers, financial advisory services, and professional service firms. Masttro solves consolidated reporting, governance, and other family office operations challenges.
Final thoughts
The Masttro integrated platform stands out for its holistic approach to wealth management and ability to handle a wide range of alternative investments, and streamline operations using the latest AI-powered tools, with a notably intuitive user experience.
Pricing
Pricing is based on use, not on total AUM.
“Masttro was the perfect fit for us. It has so many tools and provides us so much to learn from.” – Pola Zaga, Director, SFO
Asora
Asora is a SaaS platform for family offices, helping them track and monitor both private and liquid assets within their financial operation. It automates data capture, delivers performance insights, and provides digital on-demand reporting. With always-on encryption and advanced security protocols, Asora ensures data is protected at all times.
Features
- Automated Data Capture: Streamlines data entry, reducing manual workload.
- On-Demand Reporting: Provides real-time insights that are accessible via web and mobile.
- Secure Data Storage: Ensures all family data is protected with robust encryption protocols.
Who uses it
Ideal for single and multi-family offices seeking a centralized platform for asset tracking and reporting.
Final thoughts
Asora offers a comprehensive solution for family offices aimed at enhancing efficiency and data security.
Pricing
Pricing is based on family office size.
Addepar
Addepar is a wealth management software and data platform for family offices as well as registered investment advisors (RIAs). The company’s platform offers a wide suite of features across data aggregation, portfolio management, and consolidated reporting, with scenario modeling and forecasting capability. It can integrate with other third-party platforms on features where high-net-worth clients want additional capabilities.
Features
- Real-Time Investment Tracking: Monitors both public and private assets, including hedge funds and private equity.
- Data Visualization Tools: Offers customizable reports and dashboards for in-depth analysis.
- Collaborative Features: Facilitates teamwork in investment analysis and decision-making.
Who uses it
Suited for family office professionals and wealth advisors/RIAs that manage complex investment portfolios requiring real-time performance analytics.
Final thoughts
Addepar provides a robust platform for comprehensive investment management, including liquid and illiquid assets, though it may present a learning curve for new users.
Pricing
Pricing is based on total AUM.
Altoo
Altoo is a Swiss wealth management software platform built to aggregate wealth data from multiple sources and deliver a comprehensive analysis, performance, and reporting solution. It is positioned as a secure digital home for wealth owners, providing a tool to consolidate data from various custodians and allowing the capability to analyze financial data from one platform. Designed to make daily use intuitive and help you understand and manage the most important and complex aspects of your wealth.
Features
- Multi-faceted: Consolidated reporting, governance, data aggregation, and management solutions.
- Intuitive design: User-friendly platform that allows easy analysis of assets.
- Beyond investments: Offers governance and legal support features.
Who uses it
Altoo is focused on wealth owners and single-family offices.
Final thoughts
Altoo is a comprehensive platform for family offices that also provides tools for wealth information and document management with wealth transition in mind.
Pricing
Pricing is based on features used and custodian integrations.
Canopy
Canopy offers account aggregation, portfolio analytics, and client reporting solutions to financial institutions, wealth management professionals, and high-net-worth individuals. The platform has integrations with over 300 custodians, and the offering is focused on three areas: Data Acquisition and Aggregation, Data Cleansing and Standardization, and Data Analytics, Visualization, and Reporting.
Features
- All assets & formats: Consolidates PDF and electronic data for all types of assets, including structured products, private equity, real estate, and more.
- Customizable reports: Create customized, detailed reports according to requirements.
- Visualize & analyze: Tools to slice and dice clean data flexibly to obtain actionable insights.
Who uses it
Single-family offices and multi-family offices, wealth managers, private banks, and wealth professionals.
Final thoughts
Canopy is a data analysis platform for family offices that can process data for all financial and non-financial assets. This includes illiquid assets like private equity, real estate, wine, collections, and more.
Pricing
Pricing is based on data usage.
FundCount
Originally developed as software for the hedge fund market, FundCount is a multi-asset class platform with integrated Investor and General Ledger accounting; FundCount offers tools for investment management and partnership accounting. As an integrated family office accounting software and investment management software solution, FundCount delivers accurate, timely information and custom reporting to improve operational inefficiencies and provide actionable intelligence.
Features
- Flexible Accounts Payable: Track, approve, and pay family expenses, monitor bank and credit card accounts, and manage cash with fast, accurate support for the complete payment lifecycle.
- Integrated view of wealth: Aggregate, with a comprehensive solution, all portfolio and partnership accounting activity.
- Auto-reconciliation: Automated P&L and cash flows ensure fast book closing and accurate custom reporting, adding useful family office accounting software features.
Who uses it
Family Offices, Hedge Funds, Fund Administrators, Wealth Management, and Private Equity Firms.
Final thoughts
Accounting-focused solution that can speed up family reporting, improve efficiency, and enable easy scaling.
Pricing
Based on the number of users.
Landytech
Landytech offers a consolidated data and automated reporting platform aimed at asset owners, asset managers, and financial advisors. It is positioned to provide the capability to make informed investment decisions using data-backed performance reporting. The solution is built around their investment data and key analytics reporting platform named Sesame, which also enables automated bookkeeping capabilities.
Features
- Data aggregation: Consolidated investment data and performance analytics reporting platform.
- Multiple custodians: Integrates with 400+ direct custodians.
- Automated bookkeeping: Investment data seamlessly delivered into your bookkeeping applications.
Who uses it
Aimed at asset owners, managers, and advisors that manage complex multi-asset portfolios.
Final thoughts
A powerful investment management platform, overall quite focused on Single Family Offices (SFOs).
Pricing
Variable pricing is based on a number of custodians, entities, and assets.
Why Choose Masttro
Masttro distinguishes itself through its origins within a family office, founded from firsthand experience in dealing with complex estate planning and wealth owner needs and understanding the importance of delivering a single source of truth.
- Comprehensive Wealth View: Delivers a complete picture of every corner of wealth, from illiquid investments and liquid investments to liabilities and passion assets.
- Security: Protects data with military-grade security and encryption, ensuring the highest level of data protection.
- User Experience: Offers an intuitive interface with anytime, anywhere access protocols for approved users, enhancing usability.
- Integration: Seamlessly integrates with a broad range of existing tech stacks, providing flexibility and ease of use.
Choose Masttro to join leading family offices that have done the same to put their wealth in full view:
“Masttro is a family office engine that can consolidate all types of information related to the family.” – Alejandro Bazua, Founder, Single Family Office
“With Masttro, we’re able to access client info quickly and efficiently to answer client questions thoughtfully, with accurate data.” – Danielle Roseman, Co-Head, Lazard Family Office Services.
How to Choose Family Office Software
Selecting the right software for family offices is crucial, which is why it’s so important to consider your needs and, in particular, their order of priority. Factors to consider include how they manage multi-asset portfolios with illiquid assets, how customizable the performance reporting is, and what client service support is offered.
Core Capabilities to Look for in Modern Family Office Software
Not all family office platforms are built to handle the full complexity of modern wealth. Before evaluating vendors, it helps to understand which capabilities actually matter at scale.
| Capability | Why It Matters for Family Offices | How Masttro Delivers |
|---|---|---|
| Data Aggregation | Multi-custodian, multi-currency portfolios break spreadsheet workflows | 650+ direct custodian feeds. No screen scraping or third-party connectors |
| Alternative Investment Automation | Manual PE and VC tracking introduces errors and delays | Alternatives AI parses capital calls, NAVs, and distributions in real time |
| Document Intelligence | PDFs trap critical data and slow reporting cycles | Documents AI converts static files into structured, auditable data |
| Consolidated Portfolio Analysis | Fragmented reporting obscures risk and liquidity | On-demand performance, exposure, and liquidity views across all assets |
| Entity & Ownership Mapping | Complex structures are hard to explain and harder to manage | Global Wealth Map visualizes entities, trusts, and ownership relationships |
| Secure Client Communication | Email and portals are not built for sensitive wealth data | Encrypted, permissioned communication with full audit trails |
| Cash Management Visibility | Cash blind spots create operational and liquidity risk | Central registry for balances, inflows, and outflows across entities |
| Portfolio Management Controls | IPS drift and concentration risk grow unnoticed | Firm-wide policies, risk thresholds, and compliance monitoring |
Feature Deep Dives That Separate Platforms From Spreadsheets
Documents AI
Automate document processing, capital calls, and reconciliation
Family offices deal with thousands of documents each year. Most platforms store them. Few understand them. Documents AI automatically ingests capital calls, distribution notices, and statements. Data is extracted, validated, and reconciled without manual re-entry.
- Outcome: Faster closes, fewer transcription errors, and audit-ready document trails tied directly to portfolio data.
Alternatives AI
Real-time private equity and venture capital valuation
Alternative assets are where spreadsheets fail first. Quarterly updates are too slow. Manual models are too fragile. Alternatives AI updates valuations based on live cash flows, not delayed reports. NAVs, unfunded commitments, IRR, and distributions stay current across funds.
- Outcome: Accurate alternative exposure at all times, real-time insight into liquidity and capital planning, and reduced dependency on external admins.
Global Wealth Map
Interactive visualization of entities, ownership structures, and assets
Most reporting tools flatten wealth. Family offices need structure, context, and lineage. The Global Wealth Map visually connects entities, trusts, assets, liabilities, and beneficiaries in a single interactive view.
- Outcome: Instant clarity on complex ownership, faster onboarding of advisors and next-gen stakeholders, and fewer misunderstandings around control and exposure.
Consolidated Portfolio Analysis
On-demand performance and liquidity intelligence
Static reports answer yesterday’s questions. Family offices need dynamic analysis. Consolidated Portfolio Analysis allows teams to slice performance, risk, and exposure across asset classes, entities, and currencies in real time.
- Outcome: Clear visibility into total net worth, faster decision-making during volatility, and less time spent building reports.
Secure Communication Portal
Encrypted, auditable client messaging and document sharing
Sensitive wealth data should not move through email threads. The Secure Communication Portal centralizes reporting, messaging, and document exchange under strict permissioning and encryption.
- Outcome: Reduced compliance risk, clear audit trails, and improved client confidence.
Cash Management Registry
Track deposits, withdrawals, and balances across the estate
Cash is often the least visible asset in complex estates. The registry centralizes all cash positions across banks, entities, and currencies with transaction-level transparency.
- Outcome: Stronger liquidity planning, fewer surprises, and better coordination between advisors and accounting teams.
Portfolio Management & Policy Controls
Align portfolios with firm-wide investment policies
Without controls, drift becomes invisible. Masttro allows offices to define investment policies, risk thresholds, and asset allocation rules, then monitor compliance across portfolios.
- Outcome: Reduced concentration risk, clear accountability, and scalable governance.
The Rise of Agentic AI in Family Office Software
Traditional wealth platforms automate tasks. Agentic AI changes how work happens.
What Agentic AI Means in a Family Office Context
Agentic AI systems do more than respond to queries. They observe, reason, and act across workflows. In a family office, this means:
- Detecting inconsistencies across data sources
- Triggering reconciliations automatically
- Surfacing risks before they become problems
- Answering complex wealth questions instantly
Masttro Intelligence
A new operating layer for wealth data
Masttro Intelligence represents a shift from dashboards to decision systems. It consolidates, validates, analyzes, and presents wealth data conversationally through voice or text. Actions can be triggered directly from insights.
- Use Case Examples: Ask for exposure to private credit across entities, validate whether a capital call cleared the correct account, or identify which trusts are nearing liquidity thresholds.
- Outcome: Less time navigating software, faster answers for families and advisors, and a true single source of truth.
Why Agentic AI Matters Going Forward
As portfolios grow more complex, human-driven workflows do not scale. Agentic AI allows family offices to operate with fewer manual processes, reduce operational risk, and deliver institutional-grade insight without increasing administrative overhead.