INVESTMENT MANAGEMENT SOFTWARE

A new dimension of precision: CORYX iO, the finance software for efficient management

PRODUCTS – CORYX iO

CORYX iO – Your finance platform for performance that pays off

With CORYX iO, we offer Banks, Asset Managers, Family Offices and Institutional Investors an investment platform tailored to their needs. Your advantage: Each product can be customised according to your individual requirements.

Asset & wealth management means not only working with values, but also being successful through values. As a software, CORYX iO embodies those essential values that allow maximum output to follow your input: freedom through flexibility, risk minimisation through control and overview, individuality tailored to your personal requirements. Success is based on performance – and performance is based on advanced technology. Our software creates values and delivers results. With us as your partner, you gain performance that pays off. Requirements and structures differ within the financial sector – and so do solutions. To meet the specific requirements of our clients, we have designed four different CORYX iO platforms, which take into account the various circumstances of the industry and can also be modified individually. Do not be satisfied with a uniform one-way solution; we present to you a platform that is really made for (and by) you.

BANKS

CORYX iO Amethyst

Our solution for banks. Optimise your transaction processing with single, collective or block orders and enjoy – thanks to the technical advantages – a powerful and secure processing of mass data.

BANKS

CORYX iO Amethyst

Our solution for banks. Optimise your transaction processing with single, collective or block orders and enjoy – thanks to the technical advantages – a powerful and secure processing of mass data.

FAMILY OFFICES

CORYX iO Emerald

Our solution for Family Offices. Manage securities accounts with several banks in one system and simplify your workflow, for example through transaction uploads. Outsource your IT to CORYX as your Application Service Provider.

FAMILY OFFICES

CORYX iO Emerald

Our solution for Family Offices. Manage securities accounts with several banks in one system and simplify your workflow, for example through transaction uploads. Outsource your IT to CORYX as your Application Service Provider.


Investment sector of Banks
Investment sector of Asset Manager
Investment sector of Family Offices
Investment sector of Institutional Investors
ASSET MANAGEMENT

CORYX iO Sodalite

Our solution for asset management. Use the rebalancing feature for an efficient and productive implementation of risk structures or the automated report folders for your client reporting.

ASSET MANAGEMENT

CORYX iO Sodalite

Our solution for asset management. Use the rebalancing feature for an efficient and productive implementation of risk structures or the automated report folders for your client reporting.

INSTITUTIONAL INVESTORS

CORYX iO Carnelian

Our solution for Institutional Investors. Analyse your holdings – including the allocation of funds – and design your order management workflows according to the 4-eyes-principle.

INSTITUTIONAL INVESTORS

CORYX iO Carnelian

Our solution for Institutional Investors. Analyse your holdings – including the allocation of funds – and design your order management workflows according to the 4-eyes-principle.

LEARN HOW CORYX iO WORKS

The foundation of successful investment management

The structure of our four CORYX iO products Amethyst, Sodalite, Emerald and Carnelian consists of three modules, each essential for your work. With the Business, Admin and Tech modules you work efficiently and goal-oriented on all levels.

The Business Module

The Business Module is the heart of CORYX iO and designed for efficient asset & wealth management. The numerous order management functions for securities, financial investments, foreign exchange transactions and account movements as well as for evaluation, controlling and risk monitoring make your work more transparent, more secure and more productive.

Your benefits at a glance

  • Efficient transaction processing with single, collective or block orders
  • Detailed and fully automated reports and report folders
  • Tabular evaluations
  • Alarms for loss thresholds, investment guidelines and course qualities
  • MiFID II-compliant

Order Management

You receive a tried and tested order management system for securities, derivatives, financial investments and foreign exchange transactions. Compliance guidelines according to your specifications are checked before the order is placed. The more than 50 functions in CORYX iO for the tax-correct posting of corporate actions are exemplary.

Risk Monitoring

Create static or dynamic asset allocations, constraints and exclusion lists and assign them tactically or strategically to your portfolios. Use alerts, analysis and reconciliation functions to manage risk and quickly and reliably reconcile targets with portfolios to be optimised.

Evaluations

You have access to a total of 35 reports and 73 views from various fields, which you can call up and structure with numerous options. Views and reports can be saved as recallable perspectives.


The Admin Module

The administration and organisation of users, data and authorisations is the basis of result-oriented work. With the functions in our administration module, you are optimally organised and can act and react at any time and straight out.

Your benefits at a glance

  • Essential cross-sectional functions for data access, system and security
  • Multi-client capability, multibanking
  • User-friendly administration of access rights and permissions
  • Cross-client administration with CAT (CORYX iO Administrator Tool)

Cross-sectional Functions

Extend your CORYX iO administratively with functions such as multi-client capability, multibanking, multi-currency or multilingualism. Technical historisation ensures that the system can be audited.

Access Rights

Organize user-friendly data-based access rights and function authorisations with read, create, change, and delete in authorisation groups. With authorisations at attribute level, for example, you have the prerequisites for the 4-eyes-principle.


Language

Data and reports are collected and generated in German. English and other languages are optionally available for your product at any time.

Tools

With our CAT (CORYX Administrator Tool), clients can be administered, from licensing to various authorisations to the menus for reports and views. Copy functions and a wizard make it easier to set up new clients.


The Tech Module

Innovative and proven technologies in CORYX iO stand for reliability, performance and sustainability. With our service options such as outsourcing, installation and customising or support for use, for example, as a Robo Advisor, you get a new range of options and possibilities.

Your benefits at a glance

  • Technical documentation and training documents
  • Service for installation, customising and support
  • Router and scheduler for integration into in-house or external systems
  • RMI or RESTful API as interface for your application programming
  • Robo Advising, Social Trading, Digital Wealth Management

Tools

The CORYX iO-Router imports your data with default or individual formats. Supplemented by the CORYX iO Scheduler, tasks are started time-controlled.

Integration Capability & Interoperability

In a complex environment, software must be integrated and be able to communicate with other systems. In CORYX iO, RMI and RESTful API ensure these processes as default or adapted to your environment.

Ready for…

Get ready for something new! We offer you new applications that open up completely new possibilities for your services. Use CORYX iO as the best prerequisite for your Robo Advising, Social Trading or Digital Wealth Management.


Architecture

Windows, Mac, Linux or Solaris, Open Source or Ready for... Oracle WebLogic. The architecture implemented in CORYX iO can serve family offices, or act as a distributed system as required in banks. Open scalability & high performance, reliability & high availability are also features from which our customers benefit.

Service

We support you with the migration and integration of the software, assist you with workflow and process optimisations and offer the possibility of hosting as an Application Service Provider. In addition, you will receive comprehensive support and training from us.


CUSTOMISE YOUR SOFTWARE

Modify your product individually

With CORYX iO, you have the possibility to customise your product with numerous features and adapt it to your specific requirements.

We want to make it as easy as possible for you to work efficiently and goal-oriented. Therefore, you can easily add a variety of features and modify your product as you wish. Flexible platform, flexible working – in short: more freedom for you.

PRODUCT PORTFOLIO

CORYX iO – Your individuality
as the solution for success

In order to offer you software solutions with features precisely catering to your requirements, we have designed four products tailored to your field of work, which can also be individually customised.

Optimised for Banks

CORYX iO Amethyst is equipped with manifold features for your individual requirements, in order to meet the specific challenges banks meet in investment management.

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Optimised for Asset Managers

As an Application Service Provider, we are the ideal partner for Asset Managers. Experience wealth management with a multi-faceted 360°-service that helps you generate maximum output from every input.

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Optimised for Family Offices

With CORYX iO Emerald, you can manage your Family Office precisely and efficiently. With functions specifically integrated for your requirements, you get the most out of your investment management.

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Optimised for Institutional Investors

Discover a financial platform tailored to the needs and requirements of institutions (e.g. insurance companies). CORYX iO Carnelian offers you functions that are tailored to your priorities and make success maximum calculable.

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