Hemonto vs Copia Wealth Studios

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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copia

Copia Wealth Studios

Category
Portfolio Management

Copia Wealth Studios is a mobile-first platform for the modern wealth owner, providing their customers with the data needed whenever they need it. Custom and tailored lenses provide the correct detail for everyone: from the key decision-makers to those who only need to be kept in the loop.

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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

  • $30 billion+


  • 11–50


-


  • 2021


  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)


  • United States of America


-


  • Hong Kong
  • Switzerland
  • United Arab Emirates
  • United Kingdom
  • United States of America


-


-

Client
Focus

  • Single- and multi-family offices

Serves also

  • Individual wealth owners
  • Financial advisors
  • Banks

Number of clients:

  • 100+


  • Individual wealth owners


  • Single-family offices
  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors
  • Fund managers
  • Banks


-

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


  • Consolidated reporting
  • Portfolio management
  • Data aggregation
  • Impact/ESG reporting


  • Machine Learning/AI 1st approach to Insights and Ingestion.


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Venture Capital, Hedge Funds, Crypto Currency, Fixed Income & Bonds, Commodities & Natural Resources, Listed Equities & Bonds, Cash & Equivalents, Foreign Holdings


-


  • No

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


  • SaaS


  • All data is encrypted in transit and at rest.
  • AWS cloud with ability to leverage the tools for encryption and key management. None of the servers are accessible directly from the internet, we segregate them using VPCs and protect them using traffic analysis and firewall production provided by amazon and other vendors.
  • Infrastructure and access logs are centralized, archived and searchable so that we can analyze historical events if needed.
  • Tracking application performance and exceptions for awareness of any potential issues with our platform.
  • AWS and 3rd party products to analyze the configuration and test the security to ensure that there aren’t any issues.
  • Security configuration is based on well established patterns and has been globally battle tested.


  • AWS
  • iOS
  • Elixir


-


  • Yes

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