Point vs Northern Trust Family Office Technology
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.

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.
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
–
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,
- 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
- Individual wealth owners
- Approx. 500 GFO clients
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
- 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
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)
- 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