Assure Wealth vs Hemonto Comparison

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

Assure Wealth

Category
Data Aggregation

Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.

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Hemonto,family office software, portfolio management software, consolidated reporting software

Hemonto

Category
Consolidated Reporting

Denmark-based Hemonto, delivers state-of-the-art consolidated financial reporting through their platform and their permanent team of experts. They ensure that data accuracy and services can be tailored to customized reporting needs without compromising data integrity, enabling real-time and verifiable data to be the basis for financial decisions.

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Company
Employees

  • 11-50

Revenue

  • $2.5 million

Founded

  • 2014

Ownership

 

  • Key staff also have ownership
  • Clients are also owners

 

Incorporated

  • Denmark

Locations

  • Denmark

Top 5 Markets

  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom

Total AUM

  • $14 bn

Avg. AUM per client

  • $160 million


11-50


-


2006


  • Owned by management
  • Clients are also owners


Denmark


  • Aarhus
  • Copenhagen
  • Oslo


  • Denmark
  • Germany
  • Norway
  • Switzerland
  • United Kingdom


-


+$30B

Client
Focus

  • Individual Wealth Owners (UHNWIs)

Serves also

  • Single-Family Offices
  • Multi-Family Offices

Number of clients:

  • 50 UHNWI
  • 3 SFO
  • 10 foundations


Single- & Multi family offices


  • Individual Wealth Owners
  • Financial advisors
  • Banks


+100

Product
Main tasks

  • Accounting
  • Consolidated Reporting
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting

Top features

  • Overview
  • Flexible wealth reports
  • Independence
  • Full risk picture
  • Follow-up on performance
  • Integration to accounting systems

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Compliance

  • GDPR

Whitelabel

Yes


  • Accounting
  • Consolidated Reporting
  • Governance
  • Portfolio Management
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting
  • Data management
  • Bespoke reporting
  • Cost controlling
  • Benchmarking
  • Dataset as a service


  • Consolidated performance reporting
  • Accounting and administration
  • Consolidated risk and exposure reporting
  • Bespoke consolidated reporting
  • Private-Equity reporting
  • ESG screening
  • Costs analysis
  • Extended monitoring of costs and compliance
  • Dynamic customer portal with business-intelligence tools
  • Hemonto App


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • MiFID II
  • GDPR


Yes

Technology
Type Of Software

  • Serviced Software

Security

  • Two-factor login
  • Secure emails

Ecosystem

  • VITEC

Integrations

  • Accounting systems
  • DW-solutions

Mobile App

Yes


  • SaaS
  • Serviced Software


  • Azure multi-factor authentication
  • ISAE 3402-II control report can be forwarded on request


Microsoft


  • Office 365 Security integration
  • Integration to ERP systems
  • Microsoft Power
  • BIExcel


Yes

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