Point vs Centtrip
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Centtrip
Category
Accounting
Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments. Centtrip provides a flexible and secure, single solution, assisting family offices in managing and controlling their expenditure whether that be domestic or international.
Read moreCompany
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by management
- Key staff have ownership
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UK
- Switzerland
- UAE
- USA
Total AUM
–
Avg. AUM per client
–
- 11–50
-
- 2015
- External investors (neither clients nor staff)
- United Kingdom
- London
- Miami
- Amsterdam
- United Kingdom
- Switzerland
- United States of America
- Benelux
- Scandinavia
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Client
Focus
- Single-family offices,
- Multi-family offices,
- Private Banks,
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
- Single-family offices
- Multi-family offices
- Individual wealth owners
- Yacht management business
- Private aviation business
- International touring artists and musicians
-
Product
Main Tasks
- Data Aggregation
- Investment Book of Record (IBOR)
- Advanced Portfolio Analysis
- Consolidated Total Wealth Client Reporting
- Data Sharing & Integration
Top features
- 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
Assets supported
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
Compliance
–
Whitelabel
- Yes
- Accounting
- Consolidated reporting
- Governance
- Trading (execution on platform)
- Multi-currency cards, payments and foreign exchange
- Deposit funds in 15 major currencies
- Hold up to £350.000 balance per card in up to 15 currencies
- Spend up to £150.000 in a single transaction
- ATM withdrawals up to £4.000 per day
- Buy and sell in 140 different currencies
- Capture receipts and manage all expenses in one place
- Instant visibility and control over multiple accounts
- Set personal limits and spend notifications
- Integrate with major accounting packages
- Real-time 24/7 reporting across all transactions
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- MiFID II
- GDPR
- Centtrip is an FCA-regulated electronic money institution
- Yes
Technology
Type Of Software
- SAAS
- Serviced Software
Security
- Hosted on Azure
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkit
- Expersoft PM1
- Orca
- Moneyinfo
- Investglass CRM
Mobile App
- Yes (via integration partner)
- SaaS
- AWS cloud environments with all the necessary network configuration, encryption and monitoring to ensure high levels of security
- Multi-factor authentication
- Proprietary platform which integrates with other third-party systems using API technology.
- Xero and Sage accountancy package integrationAny software through our public API
- Yes (iOS, Android)