CFO Reporting vs DAPM
You are looking for alternatives to CFO 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
Category
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.
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DAPM - Dynamic Assets & Performance Monitoring SA
Category
Digital Assets & Currencies
Founded in 2002, we are leaders in wealth consolidation and supervision. Headquartered in Geneva, with offices in the US and Asia, we continue to drive innovation and excellence in the industry. With a unique blend of cutting-edge technology and deep financial expertise, we deliver unparalleled transparency and oversight for our clients.
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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
- 100-500
- 2002
- Geneva,
- Miami,
- Singapore,
- Lisbon,
- London
- Singapore,
- Switzerland,
- United Arab Emirates,
- United Kingdom,
- United States of America
- $ 200B
- Owned by management
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),
- Pensions,
- Endowments,
- Foundations
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
- No
- Consolidated Reporting,
- Data Aggregation,
- Digital Assets & Currencies,
- Governance,
- Impact & ESG,
- Portfolio & Cost Analysis,
- Real Estate,
- Risk Management
- Ability to Whitelabel,
- Custom Development Service,
- Custom Reports,
- Digital Excellence,
- Full Multi-Currency Support,
- Mobile App,
- Other Services,
- Proven Agility,
- Transparency
- Alternatives,
- Art & Collectibles,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Commercial,
- Commodities,
- Cryptocurrencies,
- Developed Markets,
- Developing Markets,
- Digital Assets & Crypto Assets,
- Commodities,
- Equities,
- Fixed Income,
- Foreign Exchange,
- Gold & Precious Metals,
- Hedge Funds,
- Infrastructure,
- Insurance,
- Lifestyle Assets & Rare Collectibles,
- Music Royalty,
- Private Debt,
- Private Equity,
- Private Equity & Direct Investments,
- Private Equity Funds,
- Real Estate,
- REITS,
- Residential,
- Venture Capital,
- Warehousing & Industrial
- Yes
Technology
- SAAS,
- Serviced software
- Single sign-on
- Yes
