Mantle vs Northern Trust Family Office Technology

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

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.

Northern Trust Family Office Technology

Consolidated Reporting

Northern Trust is a global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families or their family offices.

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)

100-500 (in GFO’s division)

$6.1 billion ($286.3 million – GFO’s trust fees)

1889

United States of America

Chicago
London
Guernsey
Luxembourg
Abu Dhabi

$114 billion (Northern Trust’s GFO)

$900 million (median $350 million)

Client

Focus

Multi-family offices

Secondary focus

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

Single-family offices

Individual wealth owners

Approx. 500 GFO clients

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

Consolidated reporting
Portfolio management
Accounting
Governance
Compliance
Trading
Data aggregation
Risk management
Impact/ESG reporting

Holistic, aggregated single source of data
Automated cash & trade transaction tools
Comprehensive user report library
Ad-hoc custom reporting
Easily-accessible mobile platform
Dedicated client service team
Integrated partnership accounting & general ledger
Security & integrity of your data

All marketable and non-marketable assets
Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewellery)

MiFID II
GDPR
AIFMD
UCITS

Technology

Type Of Software

SAAS

Integrations

SharePoint Integration

Mobile App

Serviced software

Multi-factor authentication
Anti-fraud programs & IT security team
Three-tiered network architecture with redundant firewalls and DMZ layer
Network intrusion detections systems.
Regular network- and application-level penetration tests
Anti-virus practices at network, app and database levels
Several limits to employees’ ability to see and manage client data
Dedicated fraud prevention and investigations unit

Linux
Java

We interact with a variety of external vended software and send data (once authorized by the client) daily. Existing connectivity can be confirmed on request.