Family office software is designed to help family offices manage their wealth, investments, and administrative tasks all in one place. It streamlines portfolio management, financial reporting, and estate planning while ensuring data privacy and security. These platforms often include tools for budgeting, tax planning, document management, and multi-entity accounting to support complex family structures. Family office software helps improve collaboration between family members, advisors, and accountants by centralizing information and communication. By automating routine tasks and offering comprehensive insights, it enables better decision-making and long-term wealth preservation. Compare and read user reviews of the best Family Office software in the USA currently available using the table below. This list is updated regularly.
Sage Intacct
FundCount Americas
FINARTIS
enSynergy Professional Services
Asseta.ai
Masttro
Altoo
PandaConnect
Swimbird
Voly
Nines
Hemonto
Bourgeois Bohème
Copia
Aleta
1fs
Trusted Family
BlazePortfolio
Starburst Labs
FileForms
Limina
Strad Pro
M2Wealth
Fimax AMS
EbixCash
Elysys
SEI Family Office Services
Asset Vantage
FACT Software Group
Allvue Systems