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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.

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

    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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