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.
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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
