CFO Family Reporting vs TIFIN Give

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.

TIFIN Give

Philanthropy

TIFIN Give is a technology-powered philanthropy partner for wealth enterprises. Advisors use TIFIN Give to prospect and convert HNW clients with in-demand, tax-optimised services, deepen existing client relationships via an intuitive, engaging online experience, and build relationships with next-gen clients’ heirs through the giving process.

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

11-50

2021

Bengaluru
Boulder, CO
Charlotte, NC
Mumbai
New York, NY

United States of America

$670 M

Key staff also have ownership,
External investors (neither clients nor staff),
Owned by management

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

Multi-family offices

Individual wealth owners,
Single-family offices,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Banks,
Foundations

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

Foundation,
Impact & ESG,
Technology Provider

Ability to Whitelabel,
Digital Excellence,
Proven Agility

Art & Collectibles,
Bankable or Financial Assets & Funds,
Cash & Equivalents,
Digital Assets & Crypto Currency,
Equities

Technology

SAAS

TIFIN Give is a modern, scalable SaaS solution built on AWS and integrated with cloud-native services where appropriate, including Postgres, Python/Django, React/Javascript. It was designed to support flexible and rapid deployments and supports multiple custodians underlying personalized investment management and portfolio options.

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CFO Family Reporting vs TIFIN Give

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.