Ruby vs Etops Comparison

You are looking for alternatives to Ruby. 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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Ruby

Category
Portfolio Management

USA-based Accordia Group's RUBY provides a customizable technology platform that enables business intelligence, risk management and diversification while saving clients time and money and allowing them to focus on strategy. Its modern, cloud-native technology ensures faster servicing of business requests with reduced operational risk.

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Etops, family office software, portfolio management software, consolidated reporting software

Etops

Category
Consolidated Reporting

Switzerland-based Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

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Company
Employees

50-100

Revenue

-

Founded

2005

Ownership

Owned by management

Incorporated

United States of America

Locations

  • Greenwich
  • Niš

Top 5 Markets

  • United States of America
  • United Kingdom
  • Germany
  • Singapore

Total AUM

-

Avg. AUM per client

-


50-100


-


2010


  • Owned by management
  • External investors


Switzerland


  • Altendorf
  • Zurich
  • Bratislava
  • Lviv


  • Germany
  • Liechtenstein
  • Luxembourg
  • Switzerland
  • France


$68bn


-

Client
Focus

Single-Family Offices

Serves also

  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Fund managers

Number

  • 1 Single Family Office
  • 1 Asset manager
  • 3 Hedge funds


  • Single-Family Offices


  • Individual Wealth Owners,
  • Multi-Family Offices
  • Independent Advisors
  • Fund managers
  • Banks


+70

Product
Main tasks

  • Consolidated Reporting
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting

Top features

  • Security Master
  • Order Management
  • Data Aggregation
  • P&L and Performance
  • Risk
  • Reconciliations
  • Alerts
  • Compliance
  • Consolidated Reporting
  • Client Portal

Assets supported

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

Compliance

-

Whitelabel

No


  • Consolidated Reporting
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting


  • Consolidated reporting
  • Regulatory compliance
  • Comprehensive portfolio analytics
  • Risk management
  • Private equity & non-bankable reporting
  • Sustainability analytics & ESG reporting
  • Interactive dashboards
  • Attractive mobile apps
  • Workflow management
  • Ecosystem with intelligent marketplace
  • Compliance (MiFID II, GDPR, UCITS, AIFMD)


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


-


Yes

Technology
Type Of Software

  • Serviced Software
  • SAAS
  • Fully Standalone

Security

  • Private or public cloud of client’s choice
  • Office 365 or Active Directory Authentication
  • Encrypted data exchange between web UI and services running in the cloud
  • Option to use dedicated connection for streaming data between web UI and back-end services in the cloud
  • Encryption of database data residing in the cloud

Ecosystem

Microsoft

Integrations

  • Office 365 security integration Bloomberg
  • BackOffice
  • SAPI and Data
  • License Fin CAD financial library

Mobile App

No


  • Serviced Software
  • SAAS
  • Fully Standalone


  • Encryption
  • Hosting in secure IT centers
  • Access control
  • 2-factor-authentication
  • Anonymization
  • User rights management


Microsoft


-


Yes (iOS & Android)

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