CFO Family Reporting vs Finartis

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CFO

CFO Family Reporting

Category
Reporting

USA based company, CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.

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

Finartis

Category
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.

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Company
Employees

  • 0-10

Revenue

-

Founded

  • 2021

Incorporated

-

Locations

  • United States of America

Top 5 Markets

-

Total AUM

-

Avg. AUM per client

-

Ownership

  • Owned by management


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

  • Individual wealth owners
  • Single-family offices
  • Multi-family offices

Secondary focus

  • Banks
  • Endowments
  • Foundations
  • Investment & Financial Advisors (RIAs/IFAs)
  • Multi-family offices
  • Pensions
  • Software and technology providers


Single family offices


  • Multi family offices
  • Fund managers
  • Banks


31

Product
Main Tasks

  • Holistic View of Net Worth
  • 24/7 Monitoring & Alerting
  • Document Storage & Management
  • Portfolio Analytics and Reporting

Top features

  • Family Communication Portal
  • Accounting, Tax and General Ledger
  • AI-Powered Automation
  • Global Financial Aggregation
  • Estate and Trust Management
  • Military Grade Security

Assets supported

  • Art & Collectibles
  • Direct Investments
  • Private Equity
  • Real Estate
  • Venture Capital

Assets supported

  •  Alternatives
  •  Art & Collectibles
  •  Commodities
  •  Cryptocurrency
  •  Gold & Precious Metals
  •  Hedge Funds
  •  Infrastructure
  •  Insurance
  •  Music Royalty
  •  Private Debt
  •  Private Equity
  •  Direct Private Equity
  •  Private Equity Funds
  •  Venture Capital
  •  Real Estate
  •  Commercial
  •  REITS
  •  Residential
  •  Warehousing & Industrial
  •  Bankable or Financial Assets & Funds
  •  Cash & Equivalents
  •  Digital Assets & Crypto Currency
  •  Equities
  •  Developed Markets
  •  Developing Markets
  •  Fixed Income
  •  Developed Markets Fixed Income
  •  Developing Markets Fixed Income
  •  Foreign Exchange
  •  Lifestyle Assets & Rare Collectibles
  •  Other
  •  Private Equity & Direct Investments
  •  Real Estate

White Label

  • No


  • 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

  • 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