Mantle vs TIFIN Give
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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TIFIN Give
Category
Philanthropy
TIFIN Give is a technology-powered philanthropy partner for wealth enterprises. Advisors use TIFIN Give to prospect and convert HNW clients with in-demand, tax-optimised services, deepen existing client relationships via an intuitive, engaging online experience, and build relationships with next-gen clients’ heirs through the giving process.
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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)
- 11-50
- 2021
- Bengaluru
- Boulder, CO
- Charlotte, NC
- Mumbai
- New York, NY
- United States of America
- $670 M
- Key staff also have ownership,
- External investors (neither clients nor staff),
- Owned by management
Client
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners
- Single-family offices
- Multi-family offices
- Fund managers
- Pensions
- Endowments
- Funds of funds
- Multi-family offices
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Banks,
- Foundations
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
- Foundation,
- Impact & ESG,
- Technology Provider
- Ability to Whitelabel,
- Digital Excellence,
- Proven Agility
- Art & Collectibles,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Digital Assets & Crypto Currency,
- Equities
- Yes
Technology
Type Of Software
- SAAS
Integrations
- SharePoint Integration
Mobile App
- No
- SAAS
- TIFIN Give is a modern, scalable SaaS solution built on AWS and integrated with cloud-native services where appropriate, including Postgres, Python/Django, React/Javascript. It was designed to support flexible and rapid deployments and supports multiple custodians underlying personalized investment management and portfolio options.
- No