Best Family Office Software in 2026
Updated
In short: QPLIX is ranked #1 of 24 as of 8 October 2026, ahead of Addepar and Canopy. The lowest first paid tier on this page is orydio at CHF 6.58/mo.
Coordinating wealth information across entities, investments and documents calls for comparing more than reporting alone. Family office software entries are compared on consolidated reporting, investment accounting, entity and document management, and workflow automation. Data import methods can also shape how information comes into a system; check free-plan availability and paid-from pricing for cost context. QPLIX, Canopy and WealthSpectrum are among the listed options, alongside FundCount and Asseta. Consider which records and recurring processes your operation needs to bring together, then use the listed dimensions to assess how each product may fit those needs.
24 family office software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Family Office Software, one module each. A lit port is something its maker publishes; 8 of the 24 on this page have a public API.
- 01 QPLIX API yesOSS not on recordFREE not on recordDOCS 7.0
- 02 Addepar API yesOSS not on recordFREE not on recordDOCS 6.9
- 03 Canopy API yesOSS not on recordFREE not on recordDOCS 6.9$1,250/mo
- 04 WealthSpectrum API yesOSS not on recordFREE not on recordDOCS 6.9
- 05 FundCount API yesOSS not on recordFREE not on recordDOCS 6.8$1204.17/mo
- 06 Sharpfin Family Office Suite API yesOSS not on recordFREE not on recordDOCS 6.8
- 07 Landytech Sesame One API yesOSS not on recordFREE not on recordDOCS 6.7
- 08 orydio API yesOSS not on recordFREE not on recordDOCS 6.7CHF 6.58/mo
- 09 Ginkgo API not on recordOSS not on recordFREE yesDOCS 5.9$1,000/mo
- 10 Asseta API not on recordOSS not on recordFREE not on recordDOCS 5.6
- 11 AtlasFive API not on recordOSS not on recordFREE not on recordDOCS 5.6
- 12 Elysys API not on recordOSS not on recordFREE not on recordDOCS 5.6
- 13 Global WealthES™ API not on recordOSS not on recordFREE not on recordDOCS 5.6
- 14 Anclave API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 15 AnyVault API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 16 MYFO API not on recordOSS not on recordFREE not on recordDOCS 5.5$850/mo
- 17 WealthSphere API not on recordOSS not on recordFREE not on recordDOCS 5.5
- 18 Archway Platform API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 19 Asora API not on recordOSS not on recordFREE not on recordDOCS 5.4$300/mo
- 20 Hatcher+ FAAST API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 21 Masttro API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 22 Stellon API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 23 Asset Vantage API not on recordOSS not on recordFREE not on recordDOCS 5.3
- 24 Majlis API not on recordOSS not on recordFREE not on recordDOCS 5.3$2,500/mo
Compare all 24 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Consolidated reporting | Investment accounting |
|---|---|---|---|---|---|---|---|---|
| 1 | QPLIX | 7.0 | No | — | — | — | Yes | Yes |
| 2 | Addepar | 6.9 | No | — | — | — | — | — |
| 3 | Canopy | 6.9 | No | $1,250/mo | — | — | Yes | Yes |
| 4 | WealthSpectrum | 6.9 | No | — | — | — | — | — |
| 5 | FundCount | 6.8 | No | $1204.17/mo | No | 14,450 /yr | — | — |
| 6 | Sharpfin Family Office Suite | 6.8 | No | — | — | — | Yes | — |
| 7 | Landytech Sesame One | 6.7 | No | — | No | — | — | — |
| 8 | orydio | 6.7 | No | CHF 6.58/mo | No | — | — | — |
| 9 | Ginkgo | 5.9 | No | $1,000/mo | No | — | Yes | — |
| 10 | Asseta | 5.6 | No | — | — | — | Yes | Yes |
| 11 | AtlasFive | 5.6 | No | — | — | — | Yes | Yes |
| 12 | Elysys | 5.6 | No | — | — | — | Yes | Yes |
| 13 | Global WealthES™ | 5.6 | No | — | — | — | Yes | Yes |
| 14 | Anclave | 5.5 | No | — | — | — | Yes | — |
| 15 | AnyVault | 5.5 | No | — | — | — | — | — |
| 16 | MYFO | 5.5 | No | $850/mo | — | — | Yes | — |
| 17 | WealthSphere | 5.5 | No | — | — | — | Yes | Yes |
| 18 | Archway Platform | 5.4 | No | — | — | — | — | — |
| 19 | Asora | 5.4 | No | $300/mo | No | — | — | — |
| 20 | Hatcher+ FAAST | 5.4 | No | — | No | — | — | — |
| 21 | Masttro | 5.4 | No | — | — | — | — | — |
| 22 | Stellon | 5.4 | No | — | No | — | Yes | — |
| 23 | Asset Vantage | 5.3 | No | — | No | — | — | — |
| 24 | Majlis | 5.3 | No | $2,500/mo | No | — | Yes | — |
Is your platform on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which family office software is ranked first on Inferse?
QPLIX is ranked #1 of 24 with a score of 7.0. Addepar is second and Canopy third.
How many of these have a free plan?
0 of the 24 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, orydio has the lowest first paid tier we found: CHF 6.58/mo.
How is this list ranked?
Ranked on what each maker publishes, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it.