Hemonto vs Assure Wealth Comparison

You are looking for alternatives to Hemonto. 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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Hemonto,family office software, portfolio management software, consolidated reporting software

Hemonto

Category
Consolidated Reporting

Denmark-based Hemonto, delivers state-of-the-art consolidated financial reporting through their platform and their permanent team of experts. They ensure that data accuracy and services can be tailored to customized reporting needs without compromising data integrity, enabling real-time and verifiable data to be the basis for financial decisions.

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Assure Wealth

Assure Wealth

Category
Data Aggregation

Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.

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Company
Employees

11-50

Revenue

-

Founded

2006

Ownership

  • Owned by management
  • Clients are also owners

Incorporated

Denmark

Locations

  • Aarhus
  • Copenhagen
  • Oslo

Top 5 Markets

  • Denmark
  • Germany
  • Norway
  • Switzerland
  • United Kingdom

Avg. AUM per client

-

Total AUM

+$30B


  • 11-50


  • $2.5 million


  • 2014


 

  • Key staff also have ownership
  • Clients are also owners

 


  • Denmark


  • Denmark


  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom


  • $14 bn


  • $160 million

Client
Focus

Single- & Multi family offices

Serves also

  • Individual Wealth Owners
  • Financial advisors
  • Banks

Number of clients:

+100


  • Individual Wealth Owners (UHNWIs)


  • Single-Family Offices
  • Multi-Family Offices


  • 50 UHNWI
  • 3 SFO
  • 10 foundations

Product
Main tasks

  • Accounting
  • Consolidated Reporting
  • Governance
  • Portfolio Management
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting
  • Data management
  • Bespoke reporting
  • Cost controlling
  • Benchmarking
  • Dataset as a service

Top features

  • Consolidated performance reporting
  • Accounting and administration
  • Consolidated risk and exposure reporting
  • Bespoke consolidated reporting
  • Private-Equity reporting
  • ESG screening
  • Costs analysis
  • Extended monitoring of costs and compliance
  • Dynamic customer portal with business-intelligence tools
  • Hemonto App

Assets supported

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

Compliance

  • MiFID II
  • GDPR

Whitelabel

Yes


  • Accounting
  • Consolidated Reporting
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting


  • Overview
  • Flexible wealth reports
  • Independence
  • Full risk picture
  • Follow-up on performance
  • Integration to accounting systems


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


  • GDPR


Yes

Technology
Type Of Software

  • SaaS
  • Serviced Software

Security

  • Azure multi-factor authentication
  • ISAE 3402-II control report can be forwarded on request

Ecosystem

Microsoft

Integrations

  • Office 365 Security integration
  • Integration to ERP systems
  • Microsoft Power
  • BIExcel

Mobile App

Yes


  • Serviced Software


  • Two-factor login
  • Secure emails


  • VITEC


  • Accounting systems
  • DW-solutions


Yes

Simple solutions for complex times.