Eight modules. One coherent system.
Family & Client Management
Every family you serve gets a dedicated command center. Profiles, contacts, goals, access controls, and auto-generated reports. All organized around the family, not the portfolio.
Entity Management & Mapping
Trusts, LLCs, partnerships, foundations, holding companies: registered, visualized, and connected. Interactive entity maps show ownership and beneficiary relationships at a glance.
Initiative & Project Management
Estate restructurings, trust formations, insurance reviews, tax planning projects. Tracked with tasks, subtasks, Kanban views, and a personal work dashboard for every team member.
Obligations & Compliance
Tax filings, trust distributions, regulatory deadlines, insurance renewals. A dedicated obligation registry with smart alerts, a risk register, calendar integration, and a complete audit trail.
Financial Modeling
Multi-category cashflow models, snapshot-based net worth tracking, financial export for tax preparation, and what-if scenario planning with provisional entities and checklist items.
Document & File Management
Cloud-based file storage with hierarchical folder structures per family. Granular sharing with internal team and external clients. Activity notes attached to any file or document.
Communication & Collaboration
Real-time team chat, AI-powered meeting note summarization, email integration, in-app notifications, and direct messaging. All inside the platform, not scattered across tools.
White-Labeled Client Portal
A separate, branded interface for every family. Clients log in to see their entities, initiatives, tasks, obligations, risks, documents, meetings, messages, net worth, and cashflow. No password required. Magic-link authentication.
Family Governance. Not a footnote. The foundation.
Most family office platforms focus on portfolios, performance, and reporting. GenusOS is built around a deeper truth: a family's financial life is not just numbers. It is a story, a mission, and a set of values that should be preserved across generations. The numbers mean nothing if the next generation does not understand why they exist.
Family Mission
Why does the family's wealth exist? What purpose does it serve? What legacy is being built? The mission is the anchor. When the next generation asks "why does this trust exist?" the answer should be documented, visible, and connected to everything in the system.
Family Vision
Where is the family headed? What does the next generation look like? How does the family define success across generations? Vision gives the financial plan a destination. Without it, wealth management becomes reactive instead of intentional.
Family Values
What principles guide financial decisions, philanthropy, stewardship, and how the family shows up in the world? Values are the decision-making framework: the lens through which every new investment, commitment, or structural change is evaluated.
Governance Structure
Who makes decisions? How are roles defined? How are disagreements resolved? How is the next generation brought into the conversation? Governance turns a family from a group of individuals with shared assets into an institution that can endure.
No other platform in the market treats family governance as a first-class feature.
Every document, entity, project, and meeting in GenusOS ties back to the family it belongs to. The family's governance framework gives that relationship structure and meaning. This is how wealth survives generations.
The family office software market has two categories: investment-centric platforms that excel at portfolio analytics, and accounting-centric platforms that prioritize the general ledger.
GenusOS occupies a distinct third category: the operations-centric command center. Addressing the day-to-day coordination, governance, and execution challenges that neither investment nor accounting platforms solve.
Enterprise depth. Built for advisors.
The closest competitor by breadth charges $100,000+ per year and was built for enterprise family offices. GenusOS delivers comparable, and in many areas deeper, capabilities at a fraction of the cost. Contact us to discuss pricing for your practice.
← Swipe to compare →
| Capability | GenusOS | Asora | Eton / AtlasFive | Addepar | Masttro | WealthHub |
|---|---|---|---|---|---|---|
| Family governance framework | ✓ | - | - | - | - | - |
| Family-centric architecture | ✓ | Partial | Partial | - | Partial | - |
| Entity mapping & visualization | ✓ | - | Partial | - | - | - |
| White-label client portal | ✓ | - | - | - | - | - |
| AI meeting summarization | ✓ | - | - | - | - | - |
| Scenario planning | ✓ | - | - | - | - | - |
| Built-in knowledge base / SOPs | ✓ | - | - | - | - | - |
| Initiative & project tracking | ✓ | - | Partial | - | - | - |
| Obligations & compliance registry | ✓ | Partial | Partial | - | - | Partial |
| Team chat & direct messaging | ✓ | - | - | - | - | - |
| Role-based permissions | ✓ | Partial | ✓ | ✓ | Partial | Partial |
| Audit trail | ✓ | Partial | ✓ | ✓ | Partial | ✓ |
| Starting price (annual) | Contact for Pricing | $15,600+ | $100,000+ | $50,000+ | $50,000+ | Custom |
Pricing and feature data based on publicly available information as of early 2026. Addepar and Aleta are investment-centric platforms and are complementary to GenusOS, not direct competitors.
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