Lombard Odier vs Hemonto Comparison
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Global Asset+ by Lombard Odier
Category
Consolidated Reporting
Swiss based Lombard Odier - Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.
Read moreHemonto
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.
Read moreCompany
Employees
- 500+
Revenue
- $235 million (2020)
Founded
- 1796
Ownership
- Owned by management
Incorporated
- Switzerland
Locations
- Geneva
- Zurich
- Brussels
- London
- Luxembourg
- Paris
- Madrid
- Dubai
- Abu-Dhabi
- Hong-Kong
- Singapore
- Tokyo
- Bermuda
- Nassau
Top 5 Markets
- Switzerland
- United Kingdom
- Singapore
- France
- Denmark
Total AUM
- G2 Pro – our wealth and investment platform fully developed internally in close collaboration with our business lines –allows managing more than #350 billion.
Avg. AUM per client
-
- 11-50
-
- 2006
- Owned by management
- Clients are also owners
- Denmark
- Aarhus
- Copenhagen
- Oslo
- Denmark
- Germany
- Norway
- Switzerland
- United Kingdom
-
- $30 billion+
Client
Focus
- Single-family offices
Serves also
- Individual wealth owners
- Multi-family offices
Number of clients:
200+
- Single- and multi-family offices
- Individual wealth owners
- Financial advisors
- Banks
- 100+
Product
Main tasks
- Accounting
- Consolidated reporting
- Portfolio management
- Trading (execution on platform)
- Data aggregation
- Risk management
- Impact/ESG reporting
Top features
- Dynamic analysis, easy access to financial data
- Execution monitoring
- Instant consolidation of a large number of portfolios/investments
- Historical performance, allocation, and portfolio exposure trends
- Detailed performance contribution/attribution across asset classes, countries and currencies breakdowns
- Fund look through
- Bespoke costs monitoring
- Ex-post and ex-ante risk metrics
- Dedicated investment guidelines monitoring
- Powerful reporting solutions to create personalized reports
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance
- MiFID II
- GDPR
- FinSA/FinIA
- AIFMD
- UCITS
Whitelabel
- Yes
- Accounting
- Consolidated reporting
- Governance
- Portfolio management
- Data aggregation
- Risk management
- Impact/ESG reporting
- Data management
- Bespoke reporting
- Cost controlling
- Benchmarking
- Dataset as a service
- 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
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- Yes
Technology
Type Of Software
- SAAS
Security
- Regulated by the Swiss Financial Market Supervisory Authority (FINMA)
- Experts leverage both inside the organisation and through networks of subject matter experts
- ISAE 3000 Report on Client Data Security Controls (Type II) on a yearly basis
Ecosystem
- Microsoft
- IBM
- Java
Integrations
-
Mobile App
- Yes
- SaaS
- Serviced Software
- Azure multi-factor authentication
- ISAE 3402-II control report can be forwarded on request
- Microsoft
- Office 365 Security integration
- Integration to ERP systems
- Microsoft Power
- BIExcel
- Yes