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.
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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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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.

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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


$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

  • 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
  • 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
  • FIDLEG/FINIG
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
  • 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


  • 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

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