CFO Family Reporting vs Arch

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.

Arch

Data Aggregation

New York-based Arch provides an intuitive, digital investment admin platform that tracks data from all private investments. Arch’s automated system collects K-1s, manages cash flows, and provides reporting-ready data, removing the need to access 3rd party portals.

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

50-100

–

2018

External investors
Key staff also have ownership
Clients are also owners

United States of America

New York City

–

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

Single family offices

Individual wealth owners
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)
Custodians
Banks
Accountants
Fund of funds

Individuals: 20%
Single Family Office: 40%
Multi-Family Office/RIA: 30%
Institution/Banks: 10%

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
Data Validation
Data Processing
Tax Document Collection
Task Management
Cash Flow & Capital Call Management

Digital Excellence
Transparency

Bankable or Financial Assets & Funds
Lifestyle Assets & Rare Collectibles
Private Equity & Direct Investments
Real Estate

–

Yes

Technology

SaaS

–

Addepar, BlackDiamond, Advent APX, Orion, Masttro, SEI Family Office Services – Archway, and other performance reporting systems as requested.

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CFO Family Reporting vs Arch

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.