DAPM vs Northern Trust Family Office Technology

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DAPM - Dynamic Assets & Performance Monitoring SA

Category
Digital Assets & Currencies

Founded in 2002, we are leaders in wealth consolidation and supervision. Headquartered in Geneva, with offices in the US and Asia, we continue to drive innovation and excellence in the industry. With a unique blend of cutting-edge technology and deep financial expertise, we deliver unparalleled transparency and oversight for our clients.

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Northern-Trust-family-office

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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Company
Employees

  • 100-500

Founded

  • 2002

Locations

  • Geneva,
  • Miami,
  • Singapore,
  • Lisbon,
  • London

Top 5 Markets

  • Singapore,
  • Switzerland,
  • United Arab Emirates,
  • United Kingdom,
  • United States of America

Total AUM

  • $ 200B

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

  • Single-family offices

Secondary focus

  • Individual wealth owners,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Pensions,
  • Endowments,
  • Foundations


  • Single-family offices


  • Individual wealth owners


  • Approx. 500 GFO clients

Product
Main Tasks

  • Consolidated Reporting,
  • Data Aggregation,
  • Digital Assets & Currencies,
  • Governance,
  • Impact & ESG,
  • Portfolio & Cost Analysis,
  • Real Estate,
  • Risk Management

Top features

  • Ability to Whitelabel,
  • Custom Development Service,
  • Custom Reports,
  • Digital Excellence,
  • Full Multi-Currency Support,
  • Mobile App,
  • Other Services,
  • Proven Agility,
  • Transparency

Assets supported

  • Alternatives,
  • Art & Collectibles,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Commercial,
  • Commodities,
  • Cryptocurrencies,
  • Developed Markets,
  • Developing Markets,
  • Digital Assets & Crypto Assets,
  • Commodities,
  • Equities,
  • Fixed Income,
  • Foreign Exchange,
  • Gold & Precious Metals,
  • Hedge Funds,
  • Infrastructure,
  • Insurance,
  • Lifestyle Assets & Rare Collectibles,
  • Music Royalty,
  • Private Debt,
  • Private Equity,
  • Private Equity & Direct Investments,
  • Private Equity Funds,
  • Real Estate,
  • REITS,
  • Residential,
  • Venture Capital,
  • Warehousing & Industrial

Whitelabel

  • Yes


  • 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
Type Of Software

  • SAAS,
  • Serviced software

Integrations

  • Single sign-on

Mobile App

  • Yes


  • 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