Mantle vs Sharpfin

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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Sharpfin Logo

Sharpfin

Category
Consolidated Reporting

Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore the solution consolidates data from various data sources to provide a holistic view of your clients or familys asset and performance. We take pride in providing market leading data quality to make sure that your analysis and reports are correct at any given time.

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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


  • $600k


  • 2014


  • Owned by management
  • Kay staff also have ownership
  • Clients are also owners
  • External investors


  • Sweden


  • Stockholm


  • Sweden
  • Finland
  • Norway
  • Switzerland
  • United Kingdom


  • $4 billion


  • $400 million

Client
Focus

  • Multi-family offices

Secondary focus

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


  • Independent financial advisors
  • Registered investment advisors


  • Single-family offices
  • Multi-family offices
  • Individual wealth owners


  • 3 SFOs
  • 1 bank
  • 6 RIAs

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


  • Consolidated reporting
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • AML/KYC documentation and monitoring
  • Consolidated reporting
  • Calculation of management fees
  • White labeled reporting and customer portal
  • Depreciation reporting
  • Cost reporting
  • Model portfolio management and rebalancing
  • Block order management
  • Risk management


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


  • MiFID II
  • GDPR
  • FinSA/FinIA
  • AIFMD
  • UCITS


  • Yes

Technology
Type Of Software

  • SAAS

Integrations

  • SharePoint Integration

Mobile App

  • No


  • Services software
  • SaaS


  • Two factor authentication through Yubikey or one time password
  • Strong SSL encryption on all traffic
  • Market unique access control to ensure that users only have access to functionalities they should


  • Linux
  • Java


  • Active Directory
  • Interfaces to a number of CRM system and accounting software
  • Any other third party software through our API


  • Yes (iOS, Android)