CFO Family Reporting vs Nasdaq

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.
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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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nasdaq

Nasdaq for Family Offices

Category
Portfolio Management

Nasdaq Asset Owner Solutions helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.

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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


  • 500+


-


  • 1971


  • Owned by a larger corporation


  • United States of America


  • New York
  • Atlanta
  • Dallas
  • London
  • Edinburgh
  • Tacoma
  • Hong Kong
  • Charlottesville
  • Sydney


-


-


-

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


  • Pensions
  • Foundations
  • Endowments
  • Family Offices
  • OCIOs
  • Financial Advisors
  • Sovereign Wealth
  • Funds
  • Superannuations
  • Insurers


  • Single-family offices
  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors
  • Fund managers
  • Banks


  • 1000+

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
  • Portfolio management
  • Risk management
  • Impact/ESG reporting


  • Data aggregation and management
  • Manager due diligence
  • Multi-asset class Portfolio analytics
  • Modelling future outcomes
  • Keeping shareholders informed
  • Focusing team resources
  • Centralized document management


  • Bankable assets
  • Private equity
  • Real estate


  • GPDR


-

Technology

  • Serviced software
  • SAAS


-


-


  • Several integrations are provided. Reach out if you are interested in learning about our integrations.


  • No