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.
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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

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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.

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Company
Employees

  • 50-100
Revenue

  • $2.5 million +
Founded

  • 2014
Ownership

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

  • Singapore
Locations

  • United States of America
  • Singapore
  • Switzerland
Top markets

  • United States of America
  • Singapore
  • Hong Kong
  • Switzerland
  • United Arab Emirates
  • United Kingdom
Total AUM

  • $174 billion+
Avg. AUM per client

  • $30 million+ (per HNWI)

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
Serves also

  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Banks
  • Fund managers
Number

  • +2,400 UBOs (of which +20 billionaires) and approx. +350 wealth managers (i.e. SFOs, MFOs, RIAs, EAMs, WMs,  PBs, trustees & etc.)

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
  • Backoffice
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
  • General ledger
  • Data sovereignty where each
    client gets their own database for 24/7 write/access
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
  • ISO 27001 certified
Ecosystem

-

Integrations

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

  • Yes

  • 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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