Etops Group AG vs Finartis

You are looking for alternatives to Etops Group AG. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Etops

Advisors

Etops offers an AI-powered wealth management platform designed specifically for family offices to consolidate all asset classes and simplify complex wealth structures, deliver actionable insights, and automate compliance, enabling family offices to increase operational efficiency and return their focus to their clients.

Finartis

Consolidated Reporting

Finartis is a developer of financial software intended to serve the wealth management industry. The company offers modular and multi-channel front-to-back solutions for asset, wealth as well as fund management along with asset allocation and risk management platform accessible through mobile and web, enabling clients to improve transparency and efficiency.

Employees

100-500

Founded

2010

Locations

Cham, Switzerland
Sonneberg, Germany
Bratislava, Slovakia
Görlitz, Germany
Freiburg, Germany
Munich, Germany
Stadtbredimus, Luxembourg
Tbilisi, Georgia

Top 5 Markets

Switzerland,
Germany,
Austria,
Luxembourg,
United Kingdom,
France,
Belgium,
Netherlands

Total AUM

We do not manage AuM, but we have >USD 400bn on our platform

Ownership

Key staff also have ownership,
Owned by a larger corporation,
Owned by management

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

Secondary focus

Individual wealth owners,
Single-family offices,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Fund managers,
Banks,
Pensions,
Endowments,
Foundations,
Funds of funds,
Software and technology providers,
Other

Single family offices

Multi family offices
Fund managers
Banks

Product

Main Tasks

Data Aggregation,
Advisors,
Asset Managers,
Compliance,
Data,
Consolidated Reporting,
Portfolio Management,
Technology Provider,
Risk Management,
Private Bank,
Portfolio & Cost Analysis,
Trading,
CRM

Top features

Custom Reports,
Full Multi-Currency Support,
Transparency,
Proven Agility,
Custom Development Service,
Other Services,
Digital Excellence

Assets supported

Art & Collectables,
Bankable or Financial Assets & Funds,
Cash & Equivalents,
Real Estate,
Private Equity,
Alternatives,
Commodities,
Developed Markets,
Developing Markets,
Direct Private Equity,
Foreign Exchange,
Equities,
Gold & Precious Metals,
Hedge Funds,
Private Equity Funds,
Cryptocurrency,
Digital Assets & Crypto Currency,
Insurance,
Lifestyle Assets & Rare Collectables,
Fixed Income,
Private Debt,
Private Equity & Direct Investments,
Real Estate,
Residential,
Venture Capital

Whitelabel

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

CRM systems (via API, including contact reports and relationship mapping)
Trading and rebalancing through our OMS with FIX connectivity
Market data integration LSEG, SIX and Mountain view
Product extensions via hyperapp approach (e.g. MIS Dashboards, PEP checks, behavioural profiling)
SAAS
Serviced software

Mobile App

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