sign inFinartis vs Eton Solutions Comparison
You are looking for alternatives to Finartis. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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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Eton Solutions
Category
Consolidated Reporting
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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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
100-500
$5-10m
2015
- Owned by management
- Key staff also have ownership
- Clients are also owners
- External investors (neither clients nor staff)
United States of America
- Chapel Hill
- Bangalore
- Canada
- United States of America
$+300B
$1-20B
Client
Focus
Single family offices
Serves also
- Multi family offices
- Fund managers
- Banks
Number
31
Single-Family Offices
- Multi-Family Offices
- Financial advisors
- 12 SFOs
- 6 MFOs
- 1 Business Manager
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
- Accounting
- Consolidated Reporting
- CRM
- Governance
- Compliance
- Portfolio Management
- Data Aggregation
- Risk Management
- CRM
- Document Management
- General Ledger Data
- Aggregation
- Partnership and Trust Accounting
- A/P – Payments Processing
- Consolidated Reporting
- Portfolio Management
- Client Portal
- Risk Management
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- GDPR
- SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards
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
Integrations
- Office 365
- Bloomberg
- Factset
Mobile App
Yes
SaaS
- 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
Microsoft
- 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
Yes