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.
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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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finartis, family office software, portfolio management software, consolidated reporting software

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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Company
Employees

11-50

Revenue

-

Founded

2001

Ownership

Owned by management

Incorporated

Germany

Locations

Coburg (Germany)

Top 5 Markets

Germany

Total AUM

$100B

Avg. AUM per client

$15M


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

  • UHNWIs
  • 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

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

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
  • Google


  • Office 365
  • Bloomberg
  • Factset


Yes

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