CitizenX vs Finartis

You are looking for alternatives to CitizenX. 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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citizenx

CitizenX

Category
Advisors

CitizenX is the only secure and private platform to invest and get citizenship in countries welcoming families offices and entrepreneurs. By combining Swiss engineering with 24/7 Concierge service, we help you diversify your passport portfolio and secure a safe future for you and your loved ones.

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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

Founded

  • 2023

Locations

  • Zug

Top 5 Markets

  • United States of America,
  • United Kingdom,
  • United Arab Emirates,
  • Canada,
  • Singapore

Ownership

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


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

Secondary focus

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


Single family offices


  • Multi family offices
  • Fund managers
  • Banks


31

Product
Main Tasks

  • Advisors
  • Compliance
  • Investment platform

Top features

  • Transparency
  • Visionary Purpose

Assets supported

  • Alternatives

Whitelabel

  • 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
Type Of Software

  • Serviced software

Integrations

Not applicable

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