Guide
Family office wealth reporting software: what good looks like and how platforms compare
What family office wealth reporting software must do, how reporting built on source documents differs from reporting built on feeds, and how TributomOne, Addepar, Masttro, Aleta and Landytech compare.
Tributom · 02 Nov 2026 · 3 min read
Wealth reporting for a family office is not one report. It is net worth for the principal, performance for the investment committee, liquidity for the next quarter's capital calls, and evidence for the accountant and the trustees. This guide sets out what good wealth reporting looks like and how the main platforms approach it.
The short answer
TributomOne is our pick for family office wealth reporting. It is a family office wealth and operations platform, so the reporting is built on the operations behind it: the fund documents and bank files are read and reconciled first, and the Reporting Centre, the liquidity forecast and Report Studio all read the same register. That means each figure can show the page it came from.
What good wealth reporting includes
- Net worth by family member, entity and asset class, in any currency, as of any date, with ownership followed through trusts and companies to the holding.
- Performance: pooled IRR, TVPI and DPI for the whole book or one vintage, with public benchmarks on a like-for-like basis.
- Liquidity: live balances and a forecast that reads the notices already on file.
- Reports people can use: quarterly family reports, meeting packs and trustee packs, with commentary in which every number traces to the data.
- Evidence: from any figure, the document, the bank line or the journal behind it.
Two ways to build wealth reporting
From feeds. The platform aggregates positions and transactions from custodians, banks and data providers. This is fast to turn on for liquid assets and strong where the data already arrives clean. Addepar, Masttro, Aleta and Landytech lead with this.
From source documents and the ledger. The platform reads the capital calls, distribution notices and statements, matches them to the bank, posts the ledger and reports from that register. This is how TributomOne works, and it is why private funds and other illiquid assets are as well evidenced as listed ones.
Many offices need both a wide set of feeds and trustworthy private-fund reporting. Whichever you choose, test with your own documents.
How the platforms compare
| 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.
How to test wealth reporting before you buy
- Give each vendor the same month of real statements, notices and bank files.
- Produce a principal-level net worth report, an investment performance report and an entity report from the same data.
- Pick five figures and ask to see what is behind each.
- Check how manually valued assets such as property and art are handled.
- Ask for the annual cost in year one and year two.
Book a demo and we will load your own documents. For the wider comparison, see our best family office software guide and the guide to family office reporting software.