CFO Family Reporting vs Bill

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.

BILL

Accounting

Bill (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth management firms supporting high-net-worth clients, enables firms to shift from a cumbersome andtime-intensive approach to an automated and secure bill payment process.

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

500+

$157 million (2020)

2006

Public company (NYSE: BILL)

United States of America

San Jose, California & Houston, Texas (USA)

United States of America

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
Independent financial advisors
Registered investment advisors

Individual wealth owners
Banks

More than 110k small and mid-sized segments
More than 2.5 million network members

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

Accounting
Data aggregation
Consolidated reporting

Efficient AP/AR end-to-end workflows
Multiple payment options (e.g., check, ACH, wires, virtual card)
Advanced, customizable approval workflows
Automatic sync with key accounting systems
Intelligent virtual assistant eliminates data entry
Unlimited online document storage
Easy audit-ready trails
Online and mobile access
Robust reporting options
In-product live chat
Simple onboarding and fast setup

–

Technology

SaaS

2-factor authentication & single-sign-on (SSO)
SOC 1 and SOC 2 attested
Encrypted using Transport Layer Security (TLS)
Protection against check fraud using automated Positive Pay service
Partners with a PCI certified vendor for credit card payments
More information here

–

General ledger (automated sync): QuickBooks, Xero, Sage Intacct, NetSuite, Microsoft GP/BC
CRM: Salesforce, Proposify
Spend/expense management: Divvy, Expensify, Tallie, ReceiptBank
Document storage: Hubdoc
Mailing: Earth Class Mail
Project management: WorkflowMax
Tax 1099

iOS
Android

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CFO Family Reporting vs Bill

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.