CORYX

Category

Portfolio Management

Country

Germany

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Get in touch with CORYX

Bearbeitet Martin, family office software, wealth management software, portfolio management software

Martin Wehner

Contact Martin Wehner

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."
Martin Wehner

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
  • FIDLEG/FINIG

Whitelabel

  • Yes

Type Of Software

  • Serviced software
  • SaaS
  • Fully standalone
  • Business process outsourcing

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

Category

Portfolio Management

Country

Germany

Visit website

Get in touch with CORYX

Bearbeitet Martin, family office software, wealth management software, portfolio management software

Martin Wehner

Contact Martin Wehner

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)

Total AUM

  • $100 billion

Avg. AUM per client

  • $15 million

Focus

  • Multi-family offices

All segments

  • Individual wealth owners
  • Single-family offices
  • Financial advisors
  • Fund managers
  • Banks

Number

  • 1 Bank
  • 375 Financial Advisors
  • 125 SFOs/MFOs
  • 6.000 users

Available on request.

Request References

Support & services

Learn what support and services you can expect

Support options

General contact mail or phone
Dedicated contact
Online video support
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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Simple solutions for complex times.