The all-in-one platform for managing multi-asset portfolios
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What this guide covers
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What family office software platforms are
And why family offices are moving away from spreadsheets
Key capabilities
Data aggregation, portfolio reporting, analytics, governance, and reporting automation
How to evaluate solutions
Compare platforms across core capability areas rather than features in isolation.
A comparison of leading platforms
Landytech, Addepar, Masttro, Altoo, QPLIX, FundCount and Asora
What is family office software?
Definition
A family office software platform creates a single source of truth for investment data, enabling consolidated reporting and portfolio oversight.
Single Source of Truth (SSoT)
A centralised system where investment data is aggregated from multiple sources, standardised and validated and used consistently across all reporting.
Fragmented data
Manual processes
Limited visibility
Inconsistent reporting
Signs you need new software
Manual tasks
If employees are having to complete many analytical and reporting tasks manually, there’s a strong chance your software doesn’t have the functionality required of a futureproofed family office. Staff may be heavily reliant on Excel, but if your team are having to do everything in spreadsheets, there’s a good chance your current software is not up to scratch.
Fragmented and poor quality data
Your software can’t aggregate all your portfolio data in an insightful way. This means you could be limited from a reporting standpoint. Aggregating data may also be putting your system under capacity constraint, which could lead to data storage issues. If your data is often inconsistent and out of date, your system may not be fuelling your analytics and reporting in the way it needs to. This could suggest you need to upgrade to a software that can provide a refreshed daily review of all portfolios.
No remote access
Your team may struggle to access your software when (and where) they need to if your system is server-based, which implies it doesn’t provide an adequate level of accessibility(and probably isn’t cloud-based).
Core platform capabilities
While platforms differ in focus and design philosophy, leading family office software solutions typically support a core set of capabilities.
Data aggregation across custodians and banks
Family office portfolios are often fragmented across providers. Platforms should support:
- Custodian integrations
- APIs and file imports
- Manual workflows for private assets
Goal: Centralised, accurate data layer
Consolidated, custom and automated reporting
Consolidated reporting enables family offices to view portfolio exposures and performance across accounts, entities, and asset classes. Typical capabilities include:
- Total portfolio views
- Asset allocation breakdowns
- Entity-level consolidation
- Wealth overview dashboards
Goal: flexible, entity‑level reporting tailored for principals, investment committees, and advisors
Multi-asset portfolio tracking
Effective platforms support consistent tracking and reporting across both liquid and illiquid assets, including:
- Public markets
- Private equity and venture
- Hedge funds
- Real estate
- Direct investments
Goal: Analyse portfolios holistically rather than in silos
Performance reporting & attribution
Performance analysis remains a core requirement for many family offices. Key capabilities include:
- Time-weighted returns
- IRR for private assets
- Attribution analysis
- Manager-level performance
Goal: Accurate cash‑flow handling and valuation management
Exposure and risk analysis
Exposure and risk analysis tools help family offices understand portfolio concentration and sensitivities. Platforms should enable:
- Asset allocation analysis
- Geographic and sector exposure
- Currency risk
- Liquidity insights
Goal: Day‑to‑day oversight and longer‑term portfolio planning
Governance and oversight
Governance features play an increasingly important role as family offices professionalise. Includes:
- Audit trails
- Role-based permissions
- Workflow controls
Goal: accountability, reduced operational risk, ensure sensitive financial data is appropriately controlled
Evaluation framework
Selecting the right platform depends on your portfolio complexity, operating model, and reporting requirements. Rather than comparing features in isolation, family offices should assess platforms across a set of core capability areas.
1
Data aggregation and data quality
The foundation of any reporting platform.
Key considerations:
-
Which custodians, banks, and data sources are supported?
-
How is data standardised and validated?
-
How are private and illiquid assets captured?
Why it matters: Data quality directly determines the accuracy and reliability of reporting.
2
Reporting and analytics capabilities
How effectively the platform turns data into usable insights.
Key considerations:
-
Can reports be customised for different stakeholders?
-
Are dashboards flexible and easy to configure?
-
Is drill-down analysis available?
Why it matters: Family offices require tailored reporting across multiple audiences.
3
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Private asset and complex investment support
Critical for portfolios with significant private market exposure.
Key considerations:
-
Does the platform support IRR and cash flow tracking?
-
Can it handle capital calls and distributions?
-
How are valuations managed and updated?
Why it matters: Incomplete private asset support leads to gaps in portfolio visibility.
4
Integration and operational fit
How well the platform fits existing processes.
Key considerations:
-
Does it integrate cleanly with custodians and internal systems?
-
How much manual input is required?
-
Does it reduce or add operational complexity?
Why it matters: Operational fit often determines long‑term adoption.
5
Scalability and portfolio complexity
The ability to support evolving structures.
Key considerations:
-
Can it handle multiple entities and ownership structures?
-
Does it support multi-currency portfolios?
-
Will it scale as complexity increases?
Why it matters: Family office structures tend to grow more complex over time.
6
Governance, security and control
Essential for managing sensitive financial data.
Key considerations:
-
Are role‑based permissions available?
-
Is there a clear audit trail?
-
Does the platform meet security and compliance expectations?
Why it matters: Strong governance protects data and ensures accountability.
7
Usability and adoption
Ensures the platform is used day‑to‑day.
Key considerations:
-
Is the interface intuitive?
-
Can reports be created and maintained efficiently?
-
What is the learning curve for users?
Why it matters: Adoption across the team is critical for long-term success.
Evaluation framework
Selecting the right platform depends on your portfolio complexity, operating model, and reporting requirements. Rather than comparing features in isolation, family offices should assess platforms across a set of core capability areas.
1
Data aggregation and data quality
Key considerations:
-
Which custodians, banks, and data sources are supported?
-
How is data standardised and validated?
-
How are private and illiquid assets captured?
Why it matters: Data quality directly determines the accuracy and reliability of reporting.
2
Reporting and analytics capabilities
Key considerations:
-
Can reports be customised for different stakeholders?
-
Are dashboards flexible and easy to configure?
-
Is drill-down analysis available?
Why it matters: Family offices require tailored reporting across multiple audiences.
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3
Private asset and complex investment support
Key considerations:
-
Does the platform support IRR and cash flow tracking?
-
Can it handle capital calls and distributions?
-
How are valuations managed and updated?
Why it matters: Incomplete private asset support leads to gaps in portfolio visibility.
4
Integration and operational fit
Key considerations:
-
Does it integrate with custodians, banks, and internal systems?
-
How much manual input is required?
-
Does it streamline or add operational complexity?
Why it matters: Strong integration reduces manual work and operational risk.
5
Scalability and portfolio complexity
Key considerations:
-
Can it handle multiple entities and ownership structures?
-
Does it support multi-currency portfolios?
-
Will it scale as complexity increases?
Why it matters: Family office structures tend to grow more complex over time.
6
Governance, security and control
Key considerations:
-
Are there role-based permissions and access controls?
-
Is there an audit trail of activity and changes?
-
Does it meet security and compliance requirements?
Why it matters: Strong governance protects data and ensures accountability.
7
Usability and adoption
Key considerations:
-
Is the interface intuitive?
-
How easy is it to create and update reports?
-
What is the learning curve for users?
Why it matters: Adoption across the team is critical for long-term success.
Platform Comparison Matrix
PLATFORM
HQ
BEST FOR
PRICING BASED ON
KEY CAPABILITIES
Landytech
London
Single family offices needing flexible reporting, data aggregation and analytics
Custodians ,
Entities,
Assets
- Data aggregation
- Multi-asset reporting
- Multi-bank connectivity
- AI-powered processing
Addepar
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California
Single family offices needing flexible reporting, data aggregation and analytics
AUM,
Users
- Performance analytics
- Scenario modelling
- Integrations
Masttro
New York
Family offices and wealth managers seeking consolidated wealth visibility
Usage,
Connections
- Full wealth views
- Document automation
- Multi-currency support
Altoo
-1.png?width=50&height=50&name=Untitled%20design%20(47)-1.png)
Zug
Family offices prioritising simplicity and visual reporting
Custodian Integrations,
Usage
- Aggregation
- Intuitive dashboards
- Mobile app
QPLIX
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Munich
Complex family offices needing integrated platform
Usage,
Modules
- Flexible reporting
- Accounting & tax
- Trading & rebalancing
FundCount
Boston
Accounting-heavy family offices
Usage,
Modules
- Portfolio accounting
- General ledger
- Automated data feeds
Asora
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Dublin
Single family offices seeking aggregation and operational oversight
AUM,
Accounts,
Data Usage
- On-demand reporting
- Performance monitoring
- Private assets
PLATFORM
LandytechHQ
London
BEST FOR
Single family offices needing flexible reporting, data aggregation and analytics
PRICING BASED ON
Custodians , Entities, AssetsKEY CAPABILITIES
- Data aggregation
- Multi-asset reporting
- Multi-bank connectivity
- AI-powered processing
PLATFORM
AddeparHQ
-1.png?width=30&height=30&name=Untitled%20design%20(46)-1.png){kind=small}
California
BEST FOR
Single family offices needing flexible reporting, data aggregation and analytics
PRICING BASED ON
AUM, UsersKEY CAPABILITIES
- Performance analytics
- Scenario modelling
- Integrations
PLATFORM
MasttroHQ
New York
BEST FOR
Family offices and wealth managers seeking consolidated wealth visibility
PRICING BASED ON
Usage, ConnectionsKEY CAPABILITIES
- Full wealth views
- Document automation
- Multi-currency support
PLATFORM
AltooHQ
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Zug
BEST FOR
Family offices prioritising simplicity and visual reporting
PRICING BASED ON
Custodian Integrations, UsageKEY CAPABILITIES
- Aggregation
- Intuitive dashboards
- Mobile app
PLATFORM
QPLIXHQ
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Munich
BEST FOR
Complex family offices needing integrated platform
PRICING BASED ON
Usage, ModulesKEY CAPABILITIES
- Flexible reporting
- Accounting & tax
- Trading & rebalancing
PLATFORM
FundCountHQ
Boston
BEST FOR
Accounting-heavy family offices
PRICING BASED ON
Usage, ModulesKEY CAPABILITIES
- Portfolio accounting
- General ledger
- Automated data feeds
PLATFORM
AsoraHQ
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Dublin
BEST FOR
Single family offices seeking aggregation and operational oversight
PRICING BASED ON
AUM, Accounts, Data UsageKEY CAPABILITIES
- On-demand reporting
- Performance monitoring
- Private assets
Platform Comparison Matrix
PLATFORM |
HQ |
BEST FOR |
PRICING BASED ON |
KEY CAPABILITIES |
| Landytech | .svg.webp?width=20&height=13&name=Flag_of_the_United_Kingdom_(2-3).svg.webp){kind=small} London |
Single family offices needing flexible reporting, data aggregation and analytics | Custodians, entities, assets |
✔️ Data aggregation ✔️ Multi-asset reporting ✔️ Multi-bank connectivity ✔️ AI-powered processing |
| Addepar | -1.png?width=20&height=13&name=Untitled%20design%20(46)-1.png){kind=small} California |
Larger family offices prioritising analytics and integrations | AUM, users |
✔️ Performance analytics ✔️ Scenario modelling ✔️ Integrations |
| Masttro | New York |
Family offices and wealth managers seeking consolidated wealth visibility | Usage, connections |
✔️ Full wealth views ✔️ Document automation ✔️ Multi-currency support |
| Altoo | -1.png?width=20&height=13&name=Untitled%20design%20(47)-1.png){kind=small} Zug |
Family offices prioritising simplicity and visual reporting | Custodian integrations, usage |
✔️ Aggregation ✔️ Intuitive dashboards ✔️ Mobile app |
| QPLIX | -1.png?width=20&height=13&name=Untitled%20design%20(38)-1.png){kind=small} Munich |
Complex family offices needing integrated platform | Usage, modules |
✔️ Flexible reporting ✔️ Accounting & tax ✔️ Trading & rebalancing |
| FundCount |  Boston |
Accounting-heavy family offices | Users, modules |
✔️ Portfolio accounting ✔️ General ledger ✔️ Automated data feeds |
| Asora | .png?width=20&height=13&name=Untitled%20design%20(39).png){kind=small} Dublin |
Single family offices seeking aggregation and operational oversight |
AUM, accounts, data usage |
✔️ On-demand reporting ✔️ Performance monitoring ✔️ Private assets |
Vendor profiles
Headquarters: London, UK
Overview: Landytech's Sesame is an investment reporting and portfolio monitoring platform designed for single family offices managing complex multi-asset portfolios.
Typical use cases:
- Consolidated reporting across multiple custodians and banks
- Multi-asset portfolio monitoring
- Exposure analysis and performance tracking
- Automated reporting for key stakeholders
Strengths:
- Robust data aggregation across custodians, banks, and private asset structures
- Highly flexible, customisable reporting designed for institutional and single family office use cases
- Multi-bank connectivity and scalable data infrastructure, over 500+ custodian feeds
Best suited for:
- Single family offices
- Investment teams requiring flexible reporting and analytics
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Headquarters: California, United States
Overview: Addepar is a global investment reporting and analytics platform used by family offices and wealth managers, with a strong focus on data analytics and portfolio insights.
Typical use cases:
- Portfolio performance analysis and benchmarking
- Scenario modelling and portfolio stress testing
- Client and stakeholder reporting
Strengths:
- Advanced performance analytics and modelling tools
- Strong integration ecosystem
- Scalable platform for large and complex portfolios
Best suited for:
- Larger family offices
- Firms prioritising analytics and integrations
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Headquarters: New York, USA
Overview: Masttro is a wealth aggregation platform that provides a consolidated view of assets across banks, custodians, and asset classes.
Typical use cases:
- Aggregation of wealth across multiple providers
- Consolidated dashboards for principals and families
- High-level portfolio monitoring
Strengths:
- Strong multi-bank connectivity
- Clear, consolidated wealth views
- Support for multi-currency portfolios
Best suited for:
- Family offices and wealth managers
- Users seeking consolidated wealth visibility
Headquarters: Zug, Switzerland
Overview: Altoo is a Swiss wealth aggregation platform focused on providing a simple and intuitive overview of total wealth through visual dashboards.
Typical use cases:
- Aggregation across custodians and banks
- Visual portfolio dashboards
- Mobile access to portfolio data
Strengths:
- Intuitive, user-friendly interface
- Strong visual reporting capabilities
- Mobile-first accessibility
Best suited for:
- Family offices prioritising simplicity and usability
Headquarters: Munich, Germany
Overview: QPLIX is an integrated wealth management platform combining reporting, accounting, and portfolio management functionality in a single system.
Typical use cases:
- Consolidated reporting across complex structures
- Investment accounting and tax reporting
- Portfolio management, trading and rebalancing
Strengths:
- Integrated front-to-back platform (reporting, accounting, PMS)
- Strong support for complex ownership structures
- Trading and rebalancing capabilities
Best suited for:
- Complex family offices
- Organisations seeking an all-in-one platform
Headquarters: Boston, United States
Overview: FundCount is an investment accounting and reporting platform with a strong focus on partnership accounting and financial reporting.
Typical use cases:
- Portfolio and partnership accounting
- General ledger and financial reporting
- Automated data feeds and reconciliation
Strengths:
- Robust accounting and general ledger capabilities
- Strong support for complex entity structures
- Reliable data ingestion and reconciliation
Best suited for:
- Accounting-heavy family offices
- Organisations requiring detailed financial reporting
Headquarters: Dublin, Ireland
Overview: Asora is a family office platform focused on centralising investment data, reporting, and operational workflows in a single system.
Typical use cases:
- Aggregation of data across custodians and accounts
- Portfolio monitoring and on-demand reporting
- Management of documents and operational workflows
Strengths:
- Combines investment data with document and workflow management
- Designed specifically for single family office use cases
- Clean, user-friendly interface for internal teams
Best suited for:
- Single family offices
- Smaller teams seeking a centralised operational and reporting platform
Why single family offices choose Landytech
Strong data aggregation across complex portfolios
Landytech's Sesame is designed to aggregate data across multiple custodians, banks and asset classes, creating a consistent and reliable data foundation.
Flexible, institutional-grade reporting
Landytech is commonly selected by single family offices where flexible reporting, strong data aggregation, and multi-asset visibility are key priorities. The platform supports highly customizable reporting, enabling family offices to produce reports tailored to principals and other key stakeholders.
Built for single family offices
Landytech is particularly well suited to single family offices that require flexibility in reporting, visibility across public and private assets and a centralised view across multiple entities.
Focus on portfolio oversight
In addition to reporting, Sesame provides tools for exposure analysis, performance monitoring and portfolio-level decision support.
Frequently asked questions
How should family offices compare software platforms?
Can family office software track private investments?
Why do single family offices choose Landytech Sesame?
Is Landytech Sesame suitable for private‑market‑heavy portfolios?
How much does Sesame cost?
Testimonials
You'll be in great company
Hear what our amazing clients have to say about working with us.
We've cut reporting time from roughly 3 days to 3 hours per month. Having assessed two alternative providers, Sesame One prevailed because it demonstrated genuine reporting flexibility, strong analytics, a team willing to incorporate custom requirements rapidly, and clear momentum in product development.
French-based Family Office Advisor
Our adoption of Landytech’s Sesame is part of the Scouting Group's growth strategy. Having continuously evolving software sets us spart in the Family Office landscape and empowers us in our commitment to advancing investment management in Italy and Europe. This partnership allows us to provide clients with an international multidisciplinary team of experts with proven experience to analyse new trends and offer an innovative service.
Scouting SIM Family Advisors
At Ocorian, we are always seeking solutions that solve our clients’ complex problems. By partnering with Landytech and adopting Sesame, we set a new industry standard, offering our clients best-in-class consolidated wealth reporting. It ensures we can continue to deliver the exceptional service they expect from our expert team and facilitate their efficient, informed, and timely decision-making process.
Ocorian
Sesame has provided us with the consolidated data to substantiate discussions with clients around their wider wealth strategies, and the ability to anticipate challenges within portfolios and proactively mitigate them. Sesame has given us the tools to not only work smarter but to work more holistically too, with our clients reaping the benefit.
Accuro
Following an impressive demonstration of Landytech’s offering, we asked them to pitch alongside a reputable competitor. The decision to choose Landytech was unanimous. Their offering was far superior in terms of functionality, ease of use and presentation. During the course of our relationship, Landytech have delivered exactly what they promised and more. I cannot speak highly enough of both the platform and the team.
Guernsey-based Family Office
Each family’s got to look at that reporting system and feel that it is theirs. It needs to be the right colour, it needs to be branded, it needs to be white-labelled, it needs to look like it's come from our office. Landytech have mastered that well for us. For reporting to evolve, you need to work with a dynamic team growing their business with the same enthusiasm as yours so the two grow together. Landytech tick those boxes.
UK-based Multi Family Office
Landytech has developed a unique tool and solution for Family Offices. Sesame allows us to monitor a wide range of assets (traditional and alternatives), multi-currencies reports, a depth of data accessible in an organised manner.
Paris-based Multi Family Office
Sesame makes my life far easier. I can see everything in my portfolio in the detail I require and updated in real time – rather than a series of disparate and intermittent snapshots. Working with better information makes my investment management more effective and less stressful.
UK-based UHNWI
