Asseta AI is positioned as an intelligent family office suite built to unify accounting, banking, and investments in one platform. Its official pages describe Asseta as a purpose-built family office general ledger and investment platform for multi-entity, multi-currency operations, with modules for general ledger, bill pay, banking, investments, reporting, document vault, intercompany activity, forecasting, allocations,…

Carta Fund Management is positioned as a software and services suite for venture capital and private equity firms, spanning fund administration, cap table management, portfolio company workflows, valuations, SPVs, fund tax, KYC/AML, LP CRM, Deal CRM, and LP Portfolio Analytics. Carta says its fund administration platform gives fund CFOs visibility, accuracy, and control, while its…

Chronograph is a private capital portfolio monitoring platform used by GPs and LPs. Chronograph GP is positioned around automating portfolio company data collection, analytics, valuation, reporting, and data warehousing for private equity, growth equity, venture capital, infrastructure, real assets, hedge funds, private credit, and other private capital strategies. It also supports use cases such as…

Asset Vantage is a family office accounting and reporting platform positioned around integrated general ledger, performance reporting, investment data aggregation, secure document management, and consolidated net worth reporting across multiple entities. Its family office page says AV is built for single-family offices that need visibility across complex portfolios, including private investments, venture capital, hedge funds,…

WealthArc is a wealth management and family office platform positioned around portfolio management, client relationship management, compliance, data security, and consolidated portfolio data. Its family office page emphasizes cross-asset wealth views, automated consolidation, strategy and risk management, performance contribution reporting, trust and family-structure visualization, role and relationship management, and customizable reporting. Its investor-services page also…

Landytech’s Sesame One is positioned as an investment management platform for asset owners and family offices, built around multi-asset data aggregation, analytics, reporting, workflow tools, monitoring, collaboration, and security. Landytech also markets Sesame One for family offices that need live portfolio dashboards, performance, exposure, liquidity, risk, forecasts, automated data sourcing, and branded reporting. Its current…

Fund administration software solutions help fund administrators, private fund managers, asset servicers, and finance teams run core back-office workflows: fund accounting, NAV reporting, investor allocations, capital activity, financial statements, investor reporting, data aggregation, and secure document delivery. In practice, most firms are solving three problems at once: accurate books and NAVs, repeatable investor reporting, and…

Dynamo Software is a broad alternatives platform for private equity firms, covering deal management and CRM, investor relations and fundraising, investor portal, portfolio monitoring and valuation, fund accounting, and fund administration services. Dynamo’s own private equity page positions the platform around front, middle, and back-office workflows, while its fund accounting page highlights GL-based accounting, valuations,…

FIS Private Capital Suite, formerly Investran, is widely used by private equity firms for fund accounting, investor reporting, fund and partnership accounting, investor management, controlled workflows, and real-time portfolio visibility. FIS positions the platform around automating fund accounting and investor reporting while connecting accounting, reporting, and investor management on one unified platform. But “Investran alternative”…