CFO Family Reporting vs FA Solutions
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
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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FA Solutions
Category
Portfolio Management
FA Solutions is a product company offering FA Platform, a single cloud-based platform for running asset & investment management business with secure access to data globally.
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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
The company was founded in 1999, and since then they have successfully expanded its offices in 5 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East.
The company is led by Juha Lehtonen, Founder & CEO.
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
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