Mantle vs Finartis
You are looking for alternatives to Mantle. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Mantle
Category
Artificial Intelligence
Mantle Portal simplifies the management of LP investments by consolidating information from all investor portals into a single centralized platform. The aggregation coupled with automation does the undifferentiated heavy lifting, freeing you to focus on strategic decisions. Get a clear, real-time Schedule of Investments, enabling deep portfolio analysis against market trends. Drive alpha with smarter, faster insights, and reduce operational costs.
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Finartis
Category
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.
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Employees
- 11-50
Revenue
-
Founded
- 2022
Incorporated
-
Locations
- Toronto
Top Markets
- United States of America
- Canada
Total AUM
-
Avg. AUM per client
-
Ownership
- Owned by management
- Key staff also have ownership
- External investors (neither clients nor staff)
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
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners
- Single-family offices
- Multi-family offices
- Fund managers
- Pensions
- Endowments
- Funds of funds
Single family offices
- Multi family offices
- Fund managers
- Banks
31
Product
Main Tasks
- Consolidated Reporting
- Data Aggregation
- Portfolio Management
- Technology Provider
Top features
- Custom Reports
- Digital Excellence
- Proven Agility
Assets supported
- Alternatives
- Private Equity
- Private Equity & Direct Investments
Whitelabel
- Yes
- 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
Type Of Software
- SAAS
Integrations
- SharePoint Integration
Mobile App
- No
- SAAS
- Encrypted Data
- VPN Secured Network
- User Authentication Full audit trail of users activity
- Alerts in case of abnormal activity
- Java
- Linux
- Microsoft
- Office 365
- Bloomberg
- Factset
Yes