Point vs Centtrip

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.

Point

Data Aggregation

Wealth and asset managers face challenges in organising and unlocking the value trapped in complex investment data. The Point Investment Data Intelligence (IDI) platform unlocks this value by streamlining data aggregation, analysis, reporting and sharing.

Centtrip

Accounting

Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments. Centtrip provides a flexible and secure, single solution, assisting family offices in managing and controlling their expenditure whether that be domestic or international.

Employees

0-10

Revenue

–

Founded

2017

Ownership

Owned by management
Key staff have ownership
External investors

Incorporated

Locations

Top markets

UK
Switzerland
UAE
USA

Total AUM

–

Avg. AUM per client

–

11–50

2015

External investors (neither clients nor staff)

United Kingdom

London
Miami
Amsterdam

United Kingdom
Switzerland
United States of America
Benelux
Scandinavia

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

Single-family offices

Multi-family offices
Individual wealth owners
Yacht management business
Private aviation business
International touring artists and musicians

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

Accounting
Consolidated reporting
Governance
Trading (execution on platform)
Multi-currency cards, payments and foreign exchange

Deposit funds in 15 major currencies
Hold up to £350.000 balance per card in up to 15 currencies
Spend up to £150.000 in a single transaction
ATM withdrawals up to £4.000 per day
Buy and sell in 140 different currencies
Capture receipts and manage all expenses in one place
Instant visibility and control over multiple accounts
Set personal limits and spend notifications
Integrate with major accounting packages
Real-time 24/7 reporting across all transactions

MiFID II
GDPR
Centtrip is an FCA-regulated electronic money institution

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

AWS cloud environments with all the necessary network configuration, encryption and monitoring to ensure high levels of security
Multi-factor authentication

Proprietary platform which integrates with other third-party systems using API technology.

Xero and Sage accountancy package integrationAny software through our public API

Yes (iOS, Android)

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