Canopy vs Finartis Comparison

You are looking for alternatives to Canopy. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Go back to Canopy
canopy, family office software, portfolio management software, consolidated reporting software

Canopy

Category
Consolidated Reporting

Singapore-based Canopy is a turnkey and fully customizable software solution, offering private & anonymous wealth account aggregation, portfolio analytics and client reporting. Covering all kinds of asset classes, markets and currencies, Canopy allows family offices to submit their data, with the platform doing the rest

Read more
finartis, family office software, portfolio management software, consolidated reporting software

Finartis

Category
Consolidated Reporting

Finartis Wealth Management is a Swiss Fintech company that offers an integrated suite of financial applications with investment automation from decision-making to financial statements. Functionality includes accounting, risk and portfolio management, data aggregation, trading, compliance, CRM, and consolidated reporting tools and solutions.

Read more
Company
Employees

11-50

Revenue

 +2$M

Founded

2014

Ownership

  • External investors (neither clients nor staff)
  • Clients are also owners
  • Key staff also have ownership
  • Owned by management

Incorporated

Singapore

Locations

  • Singapore|
  • Zug (Switzerland)

Top 5 Markets

  • Arab Emirates
  • United Kingdom
  • Switzerland
  • Singapore
  • Hong Kong

Total AUM

USD +58 billion

Avg. AUM per client

-


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

Serves also

  • Individual Wealth Owners
  • Multi family offices
  • Financial advisors
  • Banks
  • Fund managers

Number

  • UHNWIs & SFOs: +2,200
  • RIAs & PBs: +50


Single family offices


  • Multi family offices
  • Fund managers
  • Banks


31

Product
Main tasks

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

Top features

  • Asset / Account Consolidation
  • Investment / Portfolio Data Aggregation
  • Multi-bank, multi-asset class, multi-currency reporting
  • Data Visualization
  • Data Analytics / Insights
  • BPO
  • Fully customized reporting on bankable and non-bankable assets, Real Estate, Art and more
  • Insight messages via email / whatsapp to stimulate client action

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles

Compliance

  • MiFID II
  • GDPR
  • FinSA/FinIA

Whitelabel

Yes


  • 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

  • Serviced Software
  • SAAS
  • Fully Standalone

Security

  • Anonymity of Personally Identifiable Information
  • International Security Standards
  • Data And Database Encryption
  • Ethical Hackers
  • Firewall Systems
  • 2fa Authentication
  • Four-Eyes Updates And Improvements
  • Restricted Access
  • Staff Training

Ecosystem

-

Integrations

  • Plugs into any system via APIs
  • Converts non-standardized data into the desired data format i.e. ViewPoint, Abacus, NavOne account software etc.

Mobile App

No


  • 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

Simple solutions for complex times.