Finartis vs Escali Comparison

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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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Escali

Category
Consolidated Reporting

Norway based Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies. Escali Financials is scalable, cost effective and cloud-based and includes Portfolio Management, Risk Management, Treasury Management and Consolidated Reporting. Integrated with more than 50 ERP-systems and data providers such as Bloomberg, Refinitiv, Nordic Trustee and Infront.

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Company
History

The company was founded in 1986 and was acquired by Valsoft Corporation Inc. in 2021.

About the owners and the team

Finartis has a small team of around 50 employees led by the CEO, Jean Luc Freymond.

Employees

50-100

Revenue

5M+

Founded

2016

Ownership

Owned by management

Incorporated

Switzerland

Locations

  • Lausanne
  • Dubai
  • Singapore
  • Manila
Top 5 Markets

  • Switzerland
  • United States of America
  • Singapore
  • United Arab Emirates
Total AUM

USD 500B+

Avg. AUM per client

USD 2B


  • 11-50

-


  • 2002

  • Owned by management
  • Key staff also have ownership

  • Norway

  • Bergen
  • Oslo

  • Denmark
  • Sweden
  • Norway
  • Finland
  • United Kingdom

  • $12 billion

-

Client
Focus

Single family offices

Serves also

  • Multi family offices
  • Fund managers
  • Banks
Number

31


  • Single-family offices

  • Individual wealth owners
  • Financial advisors
  • Banks
  • Fund managers
  • Multi-family offices

  • 100+
Product
Main tasks

  • Accounting
  • Risk Management
  • Data Aggregation
  • Trading (execution on platform)
  • Portfolio Management
  • Compliance
  • CRM
  • Consolidated Reporting
Top features

  • Accounting
  • Cash Projection
  • Alternative investments
  • Custodian interfaces
  • Philanthropy Management
  • Analytics, Risk Management
  • Collateral Monitoring
  • Compliance
  • Consolidation
Assets supported

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

  • MiFID II
  • GDPR
  • UCITS
Whitelabel

Yes


  • Consolidated reporting
  • Portfolio management
  • Treasury management
  • Risk management
  • Governance
  • Compliance
  • Impact/ESG reporting

  • Cloud-based
  • Dynamic and flexible dashboards and reports
  • Performance and strategy monitoring
  • Seamless 2-way integration to data terminals
  • Use AI to read and import contract notes
  • Electronic contract notes available in the system
  • Access control to features and reports
  • Automatic interest fixing on interest bearing instr.
  • Seamless integration to ERP-systems
  • Handles all types of asset classes

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

  • AML
  • KYC
  • Regulatory Reporting

  • Yes
Technology
Type of Software

  • SAAS
Security

  • Encrypted Data
  • VPN Secured Network
  • User Authentication Full audit trail of users activity
  • Alerts in case of abnormal activity
Ecosystem

  • Java
  • Linux
  • Microsoft
  • Google
Integrations

  • Office 365
  • Bloomberg
  • Factset
Mobile App

Yes


  • SaaS
  • Serviced Software

  • Microsoft operates physical and SQL servers
  • Microsoft backup and Escali additional backup
  • Authentication with username and password
  • 2-factor authentication
  • Anually security audited
  • All traffic is encrypted with SSL based encryption
  • Dedicated SQL instances per customer
  • Individual data and software areas per customer
  • Automatic monitoring of login attempts

  • Microsoft

  • Office 365 security integration
  • Power BI integration
  • Bloomberg integration
  • Infront integration
  • Refintiv integration
  • Fixrate integration
  • Bank integrations (approximately 120)
  • ERP integrations (approximately 50 formats)
  • Excel integrations
  • CSV-/txt-file integrations
  • Settlement integrations

  • No
Simple solutions for complex times.