Finartis vs Eton Solutions 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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Eton, family office software, portfolio management software, consolidated reporting software

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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Company
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
  • Google

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

Simple solutions for complex times.