Hemonto vs Sharpfin
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.
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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Sharpfin
Category
Consolidated Reporting
Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore the solution consolidates data from various data sources to provide a holistic view of your clients or familys asset and performance. We take pride in providing market leading data quality to make sure that your analysis and reports are correct at any given time.
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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+
- 0–10
- $600k
- 2014
- Owned by management
- Kay staff also have ownership
- Clients are also owners
- External investors
- Sweden
- Stockholm
- Sweden
- Finland
- Norway
- Switzerland
- United Kingdom
- $4 billion
- $400 million
Client
Focus
- Single- and multi-family offices
Serves also
- Individual wealth owners
- Financial advisors
- Banks
Number of clients:
- 100+
- Independent financial advisors
- Registered investment advisors
- Single-family offices
- Multi-family offices
- Individual wealth owners
- 3 SFOs
- 1 bank
- 6 RIAs
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
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Data aggregation
- Risk management
- Impact/ESG reporting
- AML/KYC documentation and monitoring
- Consolidated reporting
- Calculation of management fees
- White labeled reporting and customer portal
- Depreciation reporting
- Cost reporting
- Model portfolio management and rebalancing
- Block order management
- Risk management
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- FinSA/FinIA
- AIFMD
- UCITS
- 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
- Services software
- SaaS
- Two factor authentication through Yubikey or one time password
- Strong SSL encryption on all traffic
- Market unique access control to ensure that users only have access to functionalities they should
- Linux
- Java
- Active Directory
- Interfaces to a number of CRM system and accounting software
- Any other third party software through our API
- Yes (iOS, Android)
