Aleta vs Finartis

You are looking for alternatives to Aleta. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Aleta

Consolidated Reporting

Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy. With our intuitive interface, you get a complete overview of the entire family wealth presented in concise reports and dynamic visualizations.

Finartis

Consolidated Reporting

Finartis is a developer of financial software intended to serve the wealth management industry. The company offers modular and multi-channel front-to-back solutions for asset, wealth as well as fund management along with asset allocation and risk management platform accessible through mobile and web, enabling clients to improve transparency and efficiency.

Employees

11-50

Founded

2006

Incorporated

US and Denmark

Locations

New York
Copenhagen
Aarhus

Top markets

United States of America
Denmark
United Kingdom
Singapore
Canada

Total AUM

$100 billion+

Ownership

Owned by management
Clients are also owners

The company was founded in 1986 and was acquired by Valsoft Corporation Inc. in 2021.

Finartis has a small team of around 50 employees led by the CEO, Jean Luc Freymond.

50-100

5M+

2016

Owned by management

Switzerland

Lausanne
Dubai
Singapore
Manila

Switzerland
United States of America
Singapore
United Arab Emirates

USD 500B+

USD 2B

Client

Focus

Single family offices

Secondary focus

Wealth managers
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)

Single family offices

Multi family offices
Fund managers
Banks

Product

Main Tasks

Consolidated Reporting
Portfolio Management
Risk Management
Impact & ESG
Data Aggregation
Governance
Compliance
Financial Statements

Top features

A sleek and intuitive platform
Business-Intelligence module with dynamic visualisations
Performance reporting
X-ray of public funds
Sustainability insights
Alternative investments overview
Comparable Private-Equity overview
Risk and exposure reporting
Fee controlling and reporting
Bank integrations
Fully enabled API for export and import

Assets supported

Bankable or Financial Assets & Funds
Derivatives
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Private Equity & Direct Investments
Real Estate
Digital Assets & Crypto Currency

Compliance

MiFID II
GDPR
SOC 2
SFDR

Whitelabel

Accounting
Risk Management
Data Aggregation
Trading (execution on platform)
Portfolio Management
Compliance
CRM
Consolidated Reporting

Accounting
Cash Projection
Alternative investments
Custodian interfaces
Philanthropy Management
Analytics, Risk Management
Collateral Monitoring
Compliance
Consolidation

Bankable assets
Private equity
Real estate
Rare collectibles

MiFID II
GDPR
UCITS

Yes

Technology

Type Of Software

SAAS
Serviced software

Ecosystem

Microsoft

Integrations

Office 365 security integration
Integration to ERP systems
Microsoft Power BI
Excel
API

Mobile App

SAAS

Encrypted Data
VPN Secured Network
User Authentication Full audit trail of users activity
Alerts in case of abnormal activity

Java
Linux
Microsoft
Google

Office 365
Bloomberg
Factset

Yes

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Aleta vs Finartis

You are looking for alternatives to Aleta. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Aleta

Category

Consolidated Reporting

Finartis

Category

Consolidated Reporting

Company

Employees

Founded

Incorporated

Locations

Top markets

Total AUM

Ownership

Client

Focus

Secondary focus

Product

Main Tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Ecosystem

Integrations

Mobile App