CFO Family Reporting vs Global Asset+ by Lombard Odier

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.

Global Asset+ by Lombard Odier

Consolidated Reporting

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions. Our Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.

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

500+

$235 million (2020)

1796

Owned by management

Switzerland

Geneva
Zurich
Brussels
London
Luxembourg
Paris
Madrid
Dubai
Abu-Dhabi
Hong-Kong
Singapore
Tokyo
Bermuda
Nassau

Switzerland
United Kingdom
Singapore
France
Denmark

G2 Pro – our wealth and investment platform fully developed internally in close collaboration with our business lines –allows managing more than #350 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

200+

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
Portfolio management
Trading (execution on platform)
Data aggregation
Risk management
Impact/ESG reporting

Dynamic analysis, easy access to financial data
Execution monitoring
Instant consolidation of a large number of portfolios/investments
Historical performance, allocation, and portfolio exposure trends
Detailed performance contribution/attribution across asset classes, countries and currencies breakdowns
Fund look through
Bespoke costs monitoring
Ex-post and ex-ante risk metrics
Dedicated investment guidelines monitoring
Powerful reporting solutions to create personalized reports

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

MiFID II
GDPR
FinSA/FinIA
AIFMD
UCITS

Technology

SAAS

Regulated by the Swiss Financial Market Supervisory Authority (FINMA)
Experts leverage both inside the organisation and through networks of subject matter experts
ISAE 3000 Report on Client Data Security Controls (Type II) on a yearly basis

Microsoft
IBM
Java

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CFO Family Reporting vs Global Asset+ by Lombard Odier

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.