Mantle vs Global Asset+ by Lombard Odier

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.

Global Asset+ by Lombard Odier

Consolidated Reporting

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions. Our Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.

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)

500+

$235 million (2020)

1796

Owned by management

Switzerland

Geneva
Zurich
Brussels
London
Luxembourg
Paris
Madrid
Dubai
Abu-Dhabi
Hong-Kong
Singapore
Tokyo
Bermuda
Nassau

Switzerland
United Kingdom
Singapore
France
Denmark

G2 Pro – our wealth and investment platform fully developed internally in close collaboration with our business lines –allows managing more than #350 billion.

Client

Focus

Multi-family offices

Secondary focus

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

Single-family offices

Individual wealth owners
Multi-family offices

200+

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

Accounting
Consolidated reporting
Portfolio management
Trading (execution on platform)
Data aggregation
Risk management
Impact/ESG reporting

Dynamic analysis, easy access to financial data
Execution monitoring
Instant consolidation of a large number of portfolios/investments
Historical performance, allocation, and portfolio exposure trends
Detailed performance contribution/attribution across asset classes, countries and currencies breakdowns
Fund look through
Bespoke costs monitoring
Ex-post and ex-ante risk metrics
Dedicated investment guidelines monitoring
Powerful reporting solutions to create personalized reports

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

MiFID II
GDPR
FinSA/FinIA
AIFMD
UCITS

Technology

Type Of Software

SAAS

Integrations

SharePoint Integration

Mobile App

SAAS

Regulated by the Swiss Financial Market Supervisory Authority (FINMA)
Experts leverage both inside the organisation and through networks of subject matter experts
ISAE 3000 Report on Client Data Security Controls (Type II) on a yearly basis