Ruby vs Finlight 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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finlight, family office software, portfolio management software, consolidated reporting software

Finlight

Category
Consolidated Reporting

UK-based Finlight makes investment reporting data easy to analyze and integrate through their platform that executes consolidated reporting, data aggregation, portfolio and risk management, and trading. A peer-enriched reporting dashboard also allows for portfolios' benchmarking against those of community peers.

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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

-


Founded in 2016 by Jean-Bernard Tanqueray and Yves Coignard.


The company was acquired by ALTSMARK for an undisclosed amount on February 14, 2022.

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
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

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
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