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

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
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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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
- Office 365
- Bloomberg
- Factset
Yes