CFO Family Reporting vs eXeer by Point Group

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CFO

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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point

Point

Category
Data Aggregation

The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth. eXeer acts as the family offices ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers.

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Company
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


  • 0-10



  • 2017


  • Owned by management 
  • Key staff have ownership 
  • External investors


  • UK


  • UK


  • UK 
  • Switzerland 
  • UAE 
  • USA



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, 
  • Private Banks, 
  • Wealth Consolidators


  • Asset servicing companies, trusts,  
  • Investment & Financial Advisors (RIAs/IFAs)


  • 0 – 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

  • No


  • Data Aggregation 
  • Investment Book of Record (IBOR) 
  • Advanced Portfolio Analysis 
  • Consolidated Total Wealth Client Reporting 
  • Data Sharing & Integration


  • Data Aggregation & Reconciliation 
  • Independent Investment Book of Record (IBOR) 
  • AI Data Assistant
  • Consolidated Client Reporting
  • Custom Client Reporting
  • Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
  • Multi-geography & Multi-currency 
  • Open Data Sharing & Integration


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



  • Yes

Technology

  • SAAS
  • Serviced Software


  • Hosted on Azure 
  • Encrypted
  • Multi-factor Authentication



  • Custom: Point API Open Data Sharing Toolkit 
  • Expersoft PM1 
  • Orca 
  • Moneyinfo 
  • Investglass CRM


  • Yes (via integration partner)