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
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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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FASolutions, family office software, portfolio management software, consolidated reporting software

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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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


50-100


-


1999


  • Owned by management
  • Key staff also have ownership


Finland


  • London
  • Helsinki
  • Stockholm
  • Riga


  • Norway
  • Singapore
  • Switzerland
  • United Arab Emirates
  • United Kingdom


$+100B


$500M-5B

Client
Focus

Single family offices

Serves also

  • Multi family offices
  • Fund managers
  • Banks

Number

31


Multi-Family Offices


  • Single-Family Offices
  • Fund managers
  • Financial advisors
  • Banks


70

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 (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting


  • Portfolio & Trade order management
  • Analytics
  • Compliance
  • Corporate actions
  • Fee management
  • Reconciliation
  • FA Client Front
  • Reporting
  • Accounting
  • Client Management


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


  • MiFID II
  • GDPR
  • AIFMD
  • UCITS


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


  • Layers approach
  • Two-factor authentication ISO Certified hosting partners
  • SSL encryption
  • 3rd party annual penetration test audit trail


  • Microsoft
  • Google
  • Java


  • MS Office
  • M2 wealth
  • Various custody connections
  • Bloomberg
  • MorningStar
  • Nasdaq
  • Calastone
  • Azure


Yes

Simple solutions for complex times.