Eton Solutions vs Finartis Comparison

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Eton Solutions

Category
Portfolio Management

USA-based Eton Solution's platform AtlasFive, leverages technology and processes for efficient transaction processing, data collection and reporting. Powered by risk-mitigating workflows and A.I, Atlas Five solves one of the most common industry challenges: inefficiency and a lack of timely and accurate data.

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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

  • 100–500
Revenue

  • $10 million+
Founded

  • 2015
Ownership

  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)
  • Navis Capital Partners is also an owner
Incorporated

  • United States of America
Locations

  • Chapel Hill
  • Bangalore
Top 5 Markets

  • Canada
  • United States of America
  • New Zeland
  • Switzerland
Total AUM

  • $450 billion
Avg. AUM per client

  • $1–20 billion

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

  • Single-family offices
Serves also

  • Multi-family offices
  • Financial advisors
  • Trust companies
Number

  • 390 families

Single family offices


  • Multi family offices
  • Fund managers
  • Banks

31

Product
Main tasks

  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Data aggregation
  • Risk management
  • Transaction processing
  • Dynamic integrated workflow management
  • Alternative asset management and tracking
  • Document management and AI assisted search
  • Performance reporting
Top features

  • CRM
  • Document management
  • General ledger data
  • Aggregation
  • Partnership and trust accounting
  • A/P – payments processing
  • Consolidated reporting
  • Portfolio management
  • Client portal
  • Risk management
  • Client communication via integrated secure messaging application
  • Dynamic permissions to types of documents, types of activities and client relationships and entities
  • Project tracking
  • Disaster recovery
  • Business continuity
  • Omnibus and Reg-9 Functionality
Assets supported

  • All assets are supported on the platform
Compliance

  • GDPR
  • SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards
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

  • SaaS
Security

  • Azure world class security infrastructure and security monitoring operations
  • Fort Knox Cyber Security
  • Customer supplied encryption keys (CSEK)
  • Native Azure AD integration
  • Identity federation, single sign-on and multi-factor authentication
  • Real time security incident and event management
Ecosystem

  • Microsoft
Integrations

  • Incoming bank feeds from many custodians and banks
  • Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
  • Integration with market data sources like Refinitiv APIs
  • Bill.com
  • Advisor Peak
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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