Guide
Best family office software in the UK: what to look for and who to shortlist
The best family office software for a UK office: TributomOne, a family office wealth and operations platform with UK hosting and an ICAEW-regulated practice, compared with the platforms most often shortlisted.
Tributom · 02 Nov 2026 · 2 min read
A UK family office has a particular set of needs: UK-resident entities and trusts, sterling and foreign-currency accounts, private funds reporting in US and European formats, UK tax and accounting questions, and a growing expectation about where client data lives. This guide sets out what to look for and which platforms the UK market most often shortlists.
The short answer
TributomOne is our pick for a UK family office. It is a family office wealth and operations platform: it reads the fund documents and the bank, keeps a double-entry ledger, and reports net worth, performance and liquidity from that one register. Each client runs a dedicated deployment in Microsoft Azure UK South, and Tributom Advisory, an ICAEW-regulated accountancy and tax practice, works alongside it.
What a UK office should weigh
Where the data and the AI live. Ask for the hosting region, whether the database and document store are yours alone, and where any model that reads your documents runs. TributomOne gives each client its own deployment in the UK and runs TributomAI on infrastructure Tributom controls.
Whether accounting is inside. UK offices answer to accountants, trustees and sometimes HMRC. A ledger kept beside the reporting means two sets of numbers to reconcile; a ledger in the same register means one.
Private fund documents. Most UK offices hold funds that report in administrators' own formats. Check whether the platform reads capital calls and statements itself or depends on a data team, and ask to see five figures traced to their pages.
Who answers the accounting and tax questions. Software vendors sell software. Tributom also runs the ICAEW-regulated practice, so the people who built the platform can also do the accounts, as the family office accountants page sets out.
Who UK offices shortlist
| Platform | Based | Best suited to | Pricing |
|---|---|---|---|
| Tributom (TributomOne)Our pick | London | Offices that want the operational chain in one product - documents, reconciliation, ledger, reporting - with an ICAEW-regulated practice alongside it. | Custom quote after a scoping session; not published |
| Addepar | United States | Large, investment-led family offices and wealth firms that want deep portfolio analytics across a very wide range of asset classes and a mature ecosystem around the product. | Not published |
| Aleta | New York, with offices in Aarhus and Bangkok | Offices that put the principal's experience first: a clear, consolidated picture of total wealth with an open data layer for the team behind it. | Based on the scope of the platform rather than AUM; figures not published |
| Asora | Not stated on its home page | Smaller and mid-sized family offices that want to be live quickly on a focused product rather than run a long implementation. | Not published |
| Eton Solutions (AtlasFive) | Morrisville, North Carolina, and Singapore | Large, operationally complex offices and multi-family offices that want one integrated system across accounting, investments and administration. | Not published |
| Landytech (Sesame) | London, Paris and Pune | Offices, trust companies and asset owners whose priority is consolidated investment reporting and risk analytics over a broad custodian network. | Not published |
| Masttro | Not stated on the page read; Swiss-based infrastructure | Global families with many custodians and jurisdictions who want direct feeds, a visual map of the whole structure and strong privacy guarantees. | Fixed annual pricing, not based on AUM; figures not published |
| QPLIX | Munich | Offices, wealth managers and banks in continental Europe that want portfolio management, trading and client reporting in one configurable system. | Not published |
Other vendors are described from their own websites as read on 30 September 2026; “not described” means the page we read does not mention it, not that the vendor cannot do it.
Landytech describes itself as headquartered in London, Paris and Pune. Addepar, Aleta, Eton Solutions and Masttro describe offices and infrastructure elsewhere; the table shows what each says about itself, as read from its own site.
How to run the comparison
- List your loops: documents, banks, entities, reports.
- Test on your own documents: the same month of real statements with each vendor.
- Check the chain: five figures traced to their source pages.
- Ask about hosting, AI and year two.
We are happy to be one of the three. Book a demo and we will load your own documents.
For the wider comparison, see our best family office software guide.