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CORYX

CORYX

Category
Portfolio Management
HQ
Germany

With CORYX iO, we offer Single and Multi-Family Offices, Asset & Wealth Managers, Fonds, Foundations and Banks an investment management platform tailored to their needs.

CORYX iO covers all bankable and non-bankable assets for the family offices and provides valuations and analysis like performance calculations for single and consolidated portfolios, comparison of portfolios to benchmarks and all the relevant figures required in the financial world. The consolidations are performed on the fly for any selected period and can be calculated for different groups of family members, custodians, etc. Evaluations with a high level of individualization, risk monitoring, accurate accounting and corporate actions and a high degree of automation characterize CORYX iO.

What sets CORYX apart?

“Being exclusively oriented towards results and always focusing on the client’s goals – that’s what it’s all about.”

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Employees

11-50

Founded

2001

Ownership

Owned by management

Incorporated

Germany

Locations

Coburg (Germany)

Top 5 Markets

Germany

Total AUM

$100B

Avg. AUM per client

$15M

Focus

Multi-Family Offices

All segments
  • UHNWIs
  • Single-Family Offices
  • Financial advisors
  • Fund managers
  • Banks
Number
  • 1 Bank
  • 375 Financial Advisors
  • 125 SFOs/MFOs
  • 6,000 users
References

Available on request.

Request References
Video

Product

Get an overview of what this software does.

Main tasks
  • Accounting
  • Consolidated Reporting
  • CRM
  • Compliance
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
Top features
  • Non-bankable and bankable asset management
  • On the Fly Consolidation on several levels
  • Flexible reporting
  • Risk control: strategy and restriction checks
  • Performance calculation and analysis
  • Allocation analysis & rebalancing
  • Workflow ordering
  • Workflow controlling
  • Liquidity management
  • Workflow automatic reporting
Assets supported
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles
  • Insurances
Compliance

MiFID II

Whitelabel

Yes

Download Detailed Feature List

Type Of Software
  • Serviced Software
  • SAAS
  • Fully Standalone
Security
  • HTTPS encrypted connections

  • Code Signing Certificate

  • Function authorization roles

  • Data access authorization roles

  • Queries secured with JWT token

  • SonarQube

  • Data historization

Ecosystem
  • Microsoft
  • Linux
  • Java
  • Compatible with Microsoft, Mac, Linux, Solaris; AWS, Azure; Database Oracle or PostgreS; WildFly, JCache & Infinispan or WebLogic & Coherence
Integrations
  • DMS
  • CRM
Mobile App

Yes

Type of data

Transaction level

Accuracy
  • Reconciliation against custodians’ statements
  • Cross-checks based on report data
  • Data enrichment regarding securities master data and data for fund look through
Custodians

> 50

Time to new custodian

5 – 7 days

Multi-currency
  • Multiple base currencies
  • Separate holding level gain/loss from currency gain/loss
  • based on holding/position data
  • based on transaction data

Cost structure
  • AUM based
  • Seat based
  • Custodian use based
  • Transaction use based
  • Data based

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone, Dedicated contact, In person on site support

Pricing of support

Based on SLA

Onboarding

Single Family Offices: 5 – 20 days
Multi Family Offices: 1 – 6 months
Financial advisors: 1 – 3 months
Funds: 1 – 2 months
Banks: 3 – 12 months

Customisation

Language, Report layouts, Calculations, Dashboards, Order operations, Master data, Partial white labelling

Bespoke development

Projects such as real estate management, Order routing, Management of closed funds, Individual special workflows

Added services

Data entry, Book keeping, Software development

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