Mantle vs Private Wealth Systems
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
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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USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.
Read moreCompany
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)
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
- Yes
Technology
Type Of Software
- SAAS
Integrations
- SharePoint Integration
Mobile App
- No