Technology & reporting

Once a family office holds assets across several custodians and asset classes, spreadsheets stop scaling. Technology vendors aggregate positions, price illiquid holdings, and produce the consolidated view the family and its investment committee work from.

• Addepar

  Data and reporting platform used by family offices to consolidate complex portfolios.

  Aggregation, portfolio reporting

  Firm’s published service page →

• Asora

  Wealth-reporting platform built for single family offices.

  Family office reporting

  Firm’s published service page →

Listings are editorial, drawn from each firm’s own published material, and are not endorsements. Firms do not pay for placement.