Point vs Finartis

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

Point

Data Aggregation

Wealth and asset managers face challenges in organising and unlocking the value trapped in complex investment data. The Point Investment Data Intelligence (IDI) platform unlocks this value by streamlining data aggregation, analysis, reporting and sharing.

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

0-10

Revenue

–

Founded

2017

Ownership

Owned by management
Key staff have ownership
External investors

Incorporated

Locations

Top markets

UK
Switzerland
UAE
USA

Total AUM

–

Avg. AUM per client

–

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,
Multi-family offices,
Private Banks,
Wealth Consolidators

Secondary focus

Asset servicing companies, trusts,
Investment & Financial Advisors (RIAs/IFAs)

Number of clients

0 – 10

Single family offices

Multi family offices
Fund managers
Banks

Product

Main Tasks

Data Aggregation
Investment Book of Record (IBOR)
Advanced Portfolio Analysis
Consolidated Total Wealth Client Reporting
Data Sharing & Integration

Top features

Data Aggregation & Reconciliation
Independent Investment Book of Record (IBOR)
AI Data Assistant
Consolidated Client Reporting
Custom Client Reporting
Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
Multi-geography & Multi-currency
Open Data Sharing & Integration

Assets supported

Bankable or Financial Assets & Funds
Private Equity & Direct Investments
Real Estate
Foreign Exchange
Lifestyle Assets & Rare Collectibles

Compliance

–

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

SAAS
Serviced Software

Security

Hosted on Azure
Encrypted
Multi-factor Authentication

Ecosystem

–

Integrations

Custom: Point API Open Data Sharing Toolkit
Expersoft PM1
Orca
Moneyinfo
Investglass CRM

Mobile App

Yes (via integration partner)

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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