CFO Reporting vs Northern Trust Family Office Technology
You are looking for alternatives to CFO 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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Northern Trust Family Office Technology
Category
Consolidated Reporting
Northern Trust is a global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families or their family offices.
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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
100-500 (in GFO’s division)
$6.1 billion ($286.3 million – GFO’s trust fees)
- 1889
-
- United States of America
- Chicago
- London
- Guernsey
- Luxembourg
- Abu Dhabi
-
- $114 billion (Northern Trust’s GFO)
$900 million (median $350 million)
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
- Approx. 500 GFO clients
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
- Accounting
- Governance
- Compliance
- Trading
- Data aggregation
- Risk management
- Impact/ESG reporting
- Holistic, aggregated single source of data
- Automated cash & trade transaction tools
- Comprehensive user report library
- Ad-hoc custom reporting
- Easily-accessible mobile platform
- Dedicated client service team
- Integrated partnership accounting & general ledger
- Security & integrity of your data
- All marketable and non-marketable assets
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewellery)
- MiFID II
- GDPR
- AIFMD
- UCITS
- Yes
Technology
- Serviced software
- Multi-factor authentication
- Anti-fraud programs & IT security team
- Three-tiered network architecture with redundant firewalls and DMZ layer
- Network intrusion detections systems.
- Regular network- and application-level penetration tests
- Anti-virus practices at network, app and database levels
- Several limits to employees’ ability to see and manage client data
- Dedicated fraud prevention and investigations unit
- Linux
- Java
- We interact with a variety of external vended software and send data (once authorized by the client) daily. Existing connectivity can be confirmed on request.
- Yes
