CORYX vs Altoo Comparison

You are looking for alternatives to CORYX. 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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Coryx, family office software, portfolio management software, consolidated reporting software

CORYX

Category
Portfolio Management

CORYX iO is a German-based investment management platform which covers all bankable and non-bankable assets for single and multi family offices, asset and wealth managers, funds, foundations and banks. Through individualisation, risk monitoring, accounting and automated corporate actions, the platform provides a comprehensive evaluation.

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

Altoo

Category
Consolidated Reporting

Developed and hosted in Switzerland, Altoo prides itself on Swiss precision in intuitive wealth data aggregation and monitoring. Encompassing a range of functions from consolidated reporting, governance, data aggregation to risk management, the software provides simplicity and control to private wealth owners and family offices

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Company
Employees

  • 11–50
Revenue

-

Founded

  • 2001
Ownership

  • Owned by management
Incorporated

  • Germany
Locations

  • Coburg (Germany)
Top 5 Markets

-

Total AUM

  • $100 billion
Avg. AUM per client

  • $15 million

  • 11-50

-


  • 2017

  • Owned by management
  • Key staff
  • Clients

  • Switzerland

  • Zug

  • Switzerland
  • United Kingdom
  • Italy
  • Germany
  • Hong Kong

  • As the data is encrypted, Altoo is not in the position to calculate this data.

  • CHF 250 million
Client
Focus

  • Multi-family offices
All segments

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

  • 1 Bank
  • 375 Financial Advisors
  • 125 SFOs/MFOs
  • 6.000 users

  • Individual wealth owners

  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Financial advisors
  • Banks
  • Trustees

  • 100+
Product
Main tasks

  • Accounting
  • Consolidated reporting
  • CRM
  • Compliance
  • Portfolio management
  • Trading (orders only)
  • Data aggregation
  • Risk management
Top features

  • Non-bankable and bankable asset management
  • On the Fly Consolidation on several levels
  • Flexible reporting
  • Risk control: strategy and restriction checks
  • Performance calculation and analysis
  • Allocation analysis & rebalancing
  • Workflow ordering
  • Workflow controlling
  • Liquidity management
  • Workflow automatic reporting
Assets supported

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

  • MiFID II
  • FIDLEG/FINIG
Whitelabel

  • Yes

  • Consolidated reporting
  • Governance
  • Data aggregation
  • Risk management
  • Document management
  • Task management
  • Secure communication

  • Consolidation of bankable and non-bankable assets
  • Asset allocation overview and monitoring
  • Independent performance calculation
  • Intuitive ‘Explore’ feature to analyse asset/performance
  • Safe document storage and tagging
  • Monitoring of performance and asset movements
  • Cashflow analyzer/future cashflows reporting
  • Private equity reporting
  • Legal structure overview
  • Setup delegate users with partial access

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

  • GDPR

  • Yes
Technology
Type Of Software

  • Serviced software
  • SaaS
  • Fully standalone
  • Business process outsourcing
Security

  • HTTPS encrypted connections
  • Code signing certificate
  • Function authorization roles
  • Data access authorization roles
  • Queries secured with JWT token
  • SonarQube
  • Data historization
Ecosystem

  • Microsoft
  • Linux
  • Java
  • Compatible with Microsoft, Mac, Linux, Solaris; AWS, Azure; Database Oracle or PostgreS; WildFly, JCache & Infinispan or WebLogic & Coherence
Integrations

  • DMS
  • CRM
Mobile App

  • Yes

  • SaaS

  • Private cloud on own hardware
  • Swiss Tier 4 Data Center individual client data encryption HSM
  • For more please see https://sec3d.altoo.io

  • Linux
  • Java
  • Scala
  • SBT
  • cassandra
  • akka
  • grafana
  • logstash
  • kibana

  • Accounting software
  • Portfolio management systems

  • Yes
Simple solutions for complex times.