Finartis vs FA 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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FA Solutions
Category
Portfolio Management
Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do.
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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
The company was founded in 1999, and since then they have successfully expanded its offices in 5 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East.
The company is led by Juha Lehtonen, Founder & CEO.
Client
Focus
Single family offices
Serves also
- Multi family offices
- Fund managers
- Banks
Number
31
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
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
