CFO Family Reporting vs Abbove

You are looking for alternatives to CFO Family Reporting. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

CFO Family Reporting

Reporting

USA based company, CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.

Abbove

Consolidated Reporting

Abbove develops a wealth planning technology for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. This Belgian platform enhances considerably cooperation by uniting advisors, their clients, data and technology in one place.

Employees

0-10

Revenue

Founded

2021

Incorporated

Locations

United States of America

Top 5 Markets

Total AUM

Avg. AUM per client

Ownership

Owned by management

11-50

$2 million

2017

Owned by management
Key staff also have ownership
Owned by a larger corporation

Belgium

Brussels

France
Luxembourg
Belgium
Switzerland
Monaco

$100 billion+

Client

Focus

Individual wealth owners
Single-family offices
Multi-family offices

Secondary focus

Banks
Endowments
Foundations
Investment & Financial Advisors (RIAs/IFAs)
Multi-family offices
Pensions
Software and technology providers

Multi-family offices

Single family offices
Multi-family offices
Asset managers
Fiduciaries

900+ advisors
26k+ families (end-users)

Product

Main Tasks

Holistic View of Net Worth
24/7 Monitoring & Alerting
Document Storage & Management
Portfolio Analytics and Reporting

Top features

Family Communication Portal
Accounting, Tax and General Ledger
AI-Powered Automation
Global Financial Aggregation
Estate and Trust Management
Military Grade Security

Assets supported

Art & Collectibles
Direct Investments
Private Equity
Real Estate
Venture Capital

Assets supported

Alternatives
Art & Collectibles
Commodities
Cryptocurrency
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Music Royalty
Private Debt
Private Equity
Direct Private Equity
Private Equity Funds
Venture Capital
Real Estate
Commercial
REITS
Residential
Warehousing & Industrial
Bankable or Financial Assets & Funds
Cash & Equivalents
Digital Assets & Crypto Currency
Equities
Developed Markets
Developing Markets
Fixed Income
Developed Markets Fixed Income
Developing Markets Fixed Income
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Other
Private Equity & Direct Investments
Real Estate

White Label

Consolidated reporting
Data aggregation
Succession simulator
Data visualisation
Financial planning simulator

Family structure
Asset inventory
Donation inventory
Ownership framework
Interactive structure diagrams
Secured digital vault
Financial planning tool
Inheritance tax simulator
Smart reporting tool
Third party access

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Insurances
Companies
Liabilities

GDPR

Technology

SaaS

ISO 27001 certified by Summer 2021.Protection
SSL protocol data encryption
Access account is protected by a double SMS authentication system
Vulnerability tests
Third party security assessment reports

API
File integration framework
Banking aggregation
File upload

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CFO Family Reporting vs Abbove

You are looking for alternatives to CFO Family Reporting. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.