CORYX vs Finlight 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.
Go back to CORYX
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.

Read more
finlight, family office software, portfolio management software, consolidated reporting software

Finlight

Category
Consolidated Reporting

UK-based Finlight makes investment reporting data easy to analyze and integrate through their platform that executes consolidated reporting, data aggregation, portfolio and risk management, and trading. A peer-enriched reporting dashboard also allows for portfolios' benchmarking against those of community peers.

Read more
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


11-50


$300k


2016


  • Owned by management
  • Clients are also owners
  • Key staff also have ownership


United Kingdom


  • London
  • Brussels


  • Belgium
  • Germany
  • Luxembourg
  • United Kingdom
  • Switzerland


$5B


-

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


  • Individual Wealth Owners
  • Multi-Family Offices
  • Fund managers
  • Financial advisors
  • Banks


  • 10 single family offices
  • 2 multi family offices
  • 2 pension funds
  • 1 asset manager
  • 1 trustee, 1 aggregator

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


  • Consolidated Reporting
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management


  • Automated PE/VC reporting data extraction
  • Automated pdf reporting statement extraction
  • Central, front office-like, position keeping with integrated order creation tools
  • With the following optional features
  • Upload into third party software (Bloomberg, LinksAnalytics)
  • PE cash-flows planning
  • Peers-enriched, consolidated dashboard
  • Portfolio risk and performance analysis


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


GDPR


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


  • Secure server in Switzerland with multiple firewalls
  • Two cyber security companies to test and monitor our security on a daily basis
  • Anonymous client information
  • Dual security login with clear access


Java
Linux


  • Bloomberg <PORT>
  • Links Analytics
  • In-house systems
  • Automatically learning data conversion dictionary


Yes

Simple solutions for complex times.