CFO Family Reporting vs Centtrip

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.

Centtrip

Accounting

Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments. Centtrip provides a flexible and secure, single solution, assisting family offices in managing and controlling their expenditure whether that be domestic or international.

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

2015

External investors (neither clients nor staff)

United Kingdom

London
Miami
Amsterdam

United Kingdom
Switzerland
United States of America
Benelux
Scandinavia

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

Multi-family offices
Individual wealth owners
Yacht management business
Private aviation business
International touring artists and musicians

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
Consolidated reporting
Governance
Trading (execution on platform)
Multi-currency cards, payments and foreign exchange

Deposit funds in 15 major currencies
Hold up to £350.000 balance per card in up to 15 currencies
Spend up to £150.000 in a single transaction
ATM withdrawals up to £4.000 per day
Buy and sell in 140 different currencies
Capture receipts and manage all expenses in one place
Instant visibility and control over multiple accounts
Set personal limits and spend notifications
Integrate with major accounting packages
Real-time 24/7 reporting across all transactions

MiFID II
GDPR
Centtrip is an FCA-regulated electronic money institution

Technology

SaaS

AWS cloud environments with all the necessary network configuration, encryption and monitoring to ensure high levels of security
Multi-factor authentication

Proprietary platform which integrates with other third-party systems using API technology.

Xero and Sage accountancy package integrationAny software through our public API

Yes (iOS, Android)

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CFO Family Reporting vs Centtrip

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.