Sage vs Finartis

You are looking for alternatives to Sage. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Sage Intacct

Accounting

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals focused on customer success. Customers ranging from startups to public companies and family offices rely on Sage Intacct’s best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion.

Finartis

Consolidated Reporting

Finartis is a developer of financial software intended to serve the wealth management industry. The company offers modular and multi-channel front-to-back solutions for asset, wealth as well as fund management along with asset allocation and risk management platform accessible through mobile and web, enabling clients to improve transparency and efficiency.

Company

The company was founded in 1986 and was acquired by Valsoft Corporation Inc. in 2021.

Finartis has a small team of around 50 employees led by the CEO, Jean Luc Freymond.

50-100

5M+

2016

Owned by management

Switzerland

Lausanne
Dubai
Singapore
Manila

Switzerland
United States of America
Singapore
United Arab Emirates

USD 500B+

USD 2B

Client

Single family offices

Multi family offices
Fund managers
Banks

Product

Accounting
Risk Management
Data Aggregation
Trading (execution on platform)
Portfolio Management
Compliance
CRM
Consolidated Reporting

Accounting
Cash Projection
Alternative investments
Custodian interfaces
Philanthropy Management
Analytics, Risk Management
Collateral Monitoring
Compliance
Consolidation

Bankable assets
Private equity
Real estate
Rare collectibles

MiFID II
GDPR
UCITS

Yes

Technology

SAAS

Encrypted Data
VPN Secured Network
User Authentication Full audit trail of users activity
Alerts in case of abnormal activity

Java
Linux
Microsoft
Google

Office 365
Bloomberg
Factset

Yes

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