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

-


11-50


$300k


2016


  • Owned by management
  • Clients are also owners
  • Key staff also have ownership


United Kingdom


  • London
  • Brussels


  • Belgium
  • Germany
  • Luxembourg
  • United Kingdom
  • Switzerland


$5B


-

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
  • Fund managers
  • Financial advisors
  • Banks


  • 10 single family offices
  • 2 multi family offices
  • 2 pension funds
  • 1 asset manager
  • 1 trustee, 1 aggregator

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
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management


  • Automated PE/VC reporting data extraction
  • Automated pdf reporting statement extraction
  • Central, front office-like, position keeping with integrated order creation tools
  • With the following optional features
  • Upload into third party software (Bloomberg, LinksAnalytics)
  • PE cash-flows planning
  • Peers-enriched, consolidated dashboard
  • Portfolio risk and performance analysis


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles


GDPR


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


SaaS


  • Secure server in Switzerland with multiple firewalls
  • Two cyber security companies to test and monitor our security on a daily basis
  • Anonymous client information
  • Dual security login with clear access


Java
Linux


  • Bloomberg <PORT>
  • Links Analytics
  • In-house systems
  • Automatically learning data conversion dictionary


Yes

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