Finartis vs FA 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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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
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
  • Google
Integrations

  • Office 365
  • Bloomberg
  • Factset
Mobile App

Yes

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