CORYX vs Finartis 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.
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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Finartis
Category
Consolidated Reporting
Finartis Wealth Management is a Swiss Fintech company that offers an integrated suite of financial applications with investment automation from decision-making to financial statements. Functionality includes accounting, risk and portfolio management, data aggregation, trading, compliance, CRM, and consolidated reporting tools and solutions.
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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
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
- 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
- Multi family offices
- Fund managers
- Banks
31
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
- 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
- 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
- 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
