Mantle vs FA Solutions

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

Mantle

Artificial Intelligence

Mantle Portal simplifies the management of LP investments by consolidating information from all investor portals into a single centralized platform. The aggregation coupled with automation does the undifferentiated heavy lifting, freeing you to focus on strategic decisions. Get a clear, real-time Schedule of Investments, enabling deep portfolio analysis against market trends. Drive alpha with smarter, faster insights, and reduce operational costs.

FA Solutions

Portfolio Management

FA Solutions is a product company offering FA Platform, a single cloud-based platform for running asset & investment management business with secure access to data globally.

Employees

11-50

Revenue

Founded

2022

Incorporated

Locations

Toronto

Top Markets

United States of America
Canada

Total AUM

Avg. AUM per client

Ownership

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

The company was founded in 1999, and since then they have successfully expanded its offices in 5 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East.

The company is led by Juha Lehtonen, Founder & CEO.

Client

Focus

Multi-family offices

Secondary focus

Individual wealth owners
Single-family offices
Multi-family offices
Fund managers
Pensions
Endowments
Funds of funds

Product

Main Tasks

Consolidated Reporting
Data Aggregation
Portfolio Management
Technology Provider

Top features

Custom Reports
Digital Excellence
Proven Agility

Assets supported

Alternatives
Private Equity
Private Equity & Direct Investments

Whitelabel

Technology

Type Of Software

SAAS

Integrations

SharePoint Integration