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We evaluated the 9 leading family office accounting platforms for 2026 based on what actually matters: multi-entity consolidation, investment integration, AI automation, implementation speed, and total cost of ownership.
Stan Perry
COO
Asseta introduces its mobile app, bringing real time dashboards, bill approvals, and AI powered answers to family offices wherever they are.
Asseta can now link your financial operations to the AI you already work in. A prompt is all it takes.
How much does it cost to run a family office? 2026 benchmarks from UBS, J.P. Morgan, Campden Wealth, and Morgan Stanley: $875K to $6.6M per year, or 20 to 100 bps of AUM. Benchmark your office with our free calculator.
Announcing our strategic partnership with PKF to enable family office modernization.
The family office technology landscape is undergoing a fundamental shift. According to Simple's 2025 Family Office Software Report, AI is no longer experimental. Francois Botha claim's AI is becoming backend infrastructure powering family offices of all sizes.