CFO Family Reporting vs Etops

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.

Etops

Consolidated Reporting

Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

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

2010

Owned by management
External investors

Switzerland

Altendorf
Zurich
Bratislava
Lviv

Germany
Liechtenstein
Luxembourg
Switzerland
France

$68 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

Single-family offices

Individual wealth owners,
Multi-family offices
Independent advisors
Fund managers
Banks

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
CRM
Compliance (e.g. AML, KYC, regulatory reporting)
Portfolio management
Trading (orders only)
Data aggregation
Risk management
Impact/ESG reporting

Consolidated reporting
Regulatory compliance
Comprehensive portfolio analytics
Risk management
Private equity & non-bankable reporting
Sustainability analytics & ESG reporting
Interactive dashboards
Attractive mobile apps
Workflow management
Ecosystem with intelligent marketplace
Compliance (MiFID II, GDPR, UCITS, AIFMD)

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

Technology

Serviced software
SAAS
Fully standalone

Encryption
Hosting in secure IT centers
Access control
2-factor-authentication
Anonymization
User rights management

Microsoft

Yes (iOS & Android)

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CFO Family Reporting vs Etops

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.