Mantle vs Point

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.
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Mantle

Category
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.

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point

Point

Category
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. IDI focuses on the exploitation of investment data to support agile, flexible and data-driven investment management businesses. Our cutting-edge platform enables investment managers to make smart, data-driven decisions, engage with their clients, and scale for the future by building data-first businesses.

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Company
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)


  • 0-10


–


  • 2017


  • Owned by management 
  • Key staff have ownership 
  • External investors


  • UK


  • UK


  • UK 
  • Switzerland 
  • UAE 
  • USA


–


–

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, 
  • Multi-family offices, 
  • Private Banks, 
  • Wealth Consolidators


  • Asset servicing companies, trusts,  
  • Investment & Financial Advisors (RIAs/IFAs)


  • 0 – 10

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

  • Yes


  • Data Aggregation 
  • Investment Book of Record (IBOR) 
  • Advanced Portfolio Analysis 
  • Consolidated Total Wealth Client Reporting 
  • Data Sharing & Integration


  • 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


  • Bankable or Financial Assets & Funds 
  • Private Equity & Direct Investments 
  • Real Estate 
  • Foreign Exchange 
  • Lifestyle Assets & Rare Collectibles


–


  • Yes

Technology
Type Of Software

  • SAAS

Integrations

  • SharePoint Integration

Mobile App

  • No


  • SAAS
  • Serviced Software


  • Hosted on Azure 
  • Encrypted
  • Multi-factor Authentication


–


  • Custom: Point API Open Data Sharing Toolkit 
  • Expersoft PM1 
  • Orca 
  • Moneyinfo 
  • Investglass CRM


  • Yes (via integration partner)