Point vs Bill
You are looking for alternatives to Point. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

BILL
Category
Accounting
Bill (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth management firms supporting high-net-worth clients, enables firms to shift from a cumbersome andtime-intensive approach to an automated and secure bill payment process.
Read moreCompany
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by management
- Key staff have ownership
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UK
- Switzerland
- UAE
- USA
Total AUM
–
Avg. AUM per client
–
- 500+
- $157 million (2020)
- 2006
- Public company (NYSE: BILL)
- United States of America
- San Jose, California & Houston, Texas (USA)
- United States of America
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Client
Focus
- Single-family offices,
- Multi-family offices,
- Private Banks,
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
- Multi-family offices
- Single-family offices
- Independent financial advisors
- Registered investment advisors
- Individual wealth owners
- Banks
- More than 110k small and mid-sized segments
- More than 2.5 million network members
Product
Main Tasks
- Data Aggregation
- Investment Book of Record (IBOR)
- Advanced Portfolio Analysis
- Consolidated Total Wealth Client Reporting
- Data Sharing & Integration
Top features
- Data Aggregation & Reconciliation
- Independent Investment Book of Record (IBOR)
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currency
- Open Data Sharing & Integration
Assets supported
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
Compliance
–
Whitelabel
- Yes
- Accounting
- Data aggregation
- Consolidated reporting
- Efficient AP/AR end-to-end workflows
- Multiple payment options (e.g., check, ACH, wires, virtual card)
- Advanced, customizable approval workflows
- Automatic sync with key accounting systems
- Intelligent virtual assistant eliminates data entry
- Unlimited online document storage
- Easy audit-ready trails
- Online and mobile access
- Robust reporting options
- In-product live chat
- Simple onboarding and fast setup
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- Yes
Technology
Type Of Software
- SAAS
- Serviced Software
Security
- Hosted on Azure
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkit
- Expersoft PM1
- Orca
- Moneyinfo
- Investglass CRM
Mobile App
- Yes (via integration partner)
- SaaS
- 2-factor authentication & single-sign-on (SSO)
- SOC 1 and SOC 2 attested
- Encrypted using Transport Layer Security (TLS)
- Protection against check fraud using automated Positive Pay service
- Partners with a PCI certified vendor for credit card payments
- More information here
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- General ledger (automated sync): QuickBooks, Xero, Sage Intacct, NetSuite, Microsoft GP/BC
- CRM: Salesforce, Proposify
- Spend/expense management: Divvy, Expensify, Tallie, ReceiptBank
- Document storage: Hubdoc
- Mailing: Earth Class Mail
- Project management: WorkflowMax
- Tax 1099
- iOS
- Android