CORYX vs Etops 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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Etops, family office software, portfolio management software, consolidated reporting software

Etops

Category
Consolidated Reporting

Switzerland-based Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

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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

  • 50-100

-


  • 2010

  • Owned by management
  • External investors

  • Switzerland

  • Altendorf
  • Zurich
  • Bratislava
  • Lviv

  • Germany
  • Liechtenstein
  • Luxembourg
  • Switzerland
  • France

  • $68 billion

-

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

  • Single-family offices

  • Individual wealth owners,
  • Multi-family offices
  • Independent advisors
  • Fund managers
  • Banks

  • 70+
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
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Trading (orders only)
  • Data aggregation
  • Risk management
  • Impact/ESG reporting

  • Consolidated reporting
  • Regulatory compliance
  • Comprehensive portfolio analytics
  • Risk management
  • Private equity & non-bankable reporting
  • Sustainability analytics & ESG reporting
  • Interactive dashboards
  • Attractive mobile apps
  • Workflow management
  • Ecosystem with intelligent marketplace
  • Compliance (MiFID II, GDPR, UCITS, AIFMD)

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

-


  • 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

  • Serviced software
  • SAAS
  • Fully standalone

  • Encryption
  • Hosting in secure IT centers
  • Access control
  • 2-factor-authentication
  • Anonymization
  • User rights management

  • Microsoft

-


  • Yes (iOS & Android)
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