PetakSys vs CFO Reporting

You are looking for alternatives to PetakSys. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

PetakSys

Technology provider

Based in Hungary, PetakSys creates high-performance digital solutions for financial institutions. They offer custom software and report development, business and data integration, and family office, asset & wealth management firms with the technology edge they need to succeed. They specialize in combining information from multiple sources into a unified data set that allows businesses to gain a more accurate picture of their operational efficiency, as well as providing the groundwork for actionable insights into market opportunities and risks.

CFO Family Reporting

Reporting

USA based company, CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.

Employees

0-10

Revenue

< 50 million

Founded

2022

Ownership

Owned by management
Key staff also have ownership

Incorporated

Hungary

Locations

Budapest

Top 5 Markets

Switzerland
United Kingdom
Luxembourg
Netherlands
France

Total AUM

Avg. AUM per client

0-10

2021

United States of America

Owned by management

Client

Focus

Multi-family offices

Serves also

Individual wealth owners
Single family offices
Fund managers
Banks
Funds of funds

Number

Individual wealth owners
Single-family offices
Multi-family offices

Banks
Endowments
Foundations
Investment & Financial Advisors (RIAs/IFAs)
Multi-family offices
Pensions
Software and technology providers

Product

Main Tasks

Technology provider
Asset manager
Data
Portfolio management
Accounting
Development
Banking providers
CRM

Top features

Visionary purpose
Custom development service
Custom reports
Digital excellence
Banking providers
Ability to whitelabel
Full multi-currency support

Assets supported

Bankable or financial assets & funds
Cash & equivalents
Equities (developed and developing markets)
Fixed income (developed and developing markets)
Real estate
Commodities
Gold & precious metal
Venture capital

Compliance

GDPR

Whitelabel

Yes

Holistic View of Net Worth
24/7 Monitoring & Alerting
Document Storage & Management
Portfolio Analytics and Reporting

Family Communication Portal
Accounting, Tax and General Ledger
AI-Powered Automation
Global Financial Aggregation
Estate and Trust Management
Military Grade Security

Art & Collectibles
Direct Investments
Private Equity
Real Estate
Venture Capital

Alternatives
Art & Collectibles
Commodities
Cryptocurrency
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Music Royalty
Private Debt
Private Equity
Direct Private Equity
Private Equity Funds
Venture Capital
Real Estate
Commercial
REITS
Residential
Warehousing & Industrial
Bankable or Financial Assets & Funds
Cash & Equivalents
Digital Assets & Crypto Currency
Equities
Developed Markets
Developing Markets
Fixed Income
Developed Markets Fixed Income
Developing Markets Fixed Income
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Other
Private Equity & Direct Investments
Real Estate

Technology

Type Of Software

Fully standalone
SAAS
Serviced software

Ecosystem

Linux
Microsoft
Google

Integrations

Portfolio management systems
Accounting systems
CRM
Reporting systems (eg. SSRS)
Market data providers (Bloomberg, Refinitiv)

Mobile App

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