CORYX
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
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 ReferencesSupport & 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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