Experience a software optimised for Family Offices that allows you to keep full control and overview without having to compromise in terms of performance and flexibility.
Thanks to our years of experience as a partner of the financial sector we understand the challenges Family Offices meet in asset and wealth management. With CORYX iO Emerald, we created a software for Family Offices that allows you to face these challenges with flexibility, so that you can run your business more efficiently.
The Business Features of CORYX iO Emerald are designed to turn your input into maximum output. Overview, security, efficiency and workflows that match your needs make this asset management software the dependable and powerful solution on your road to success. Let us introduce you to some of the functional highlights of the CORYX iO Emerald platform for digital wealth management.
In large and complex assets, illiquid or alternative investments often make up the most significant share. With CORYX iO Emerald, we provide you with the tools for strategy, management and conscientious control. Make the opportunities and risks of liquid and illiquid assets comprehensively transparent and quantify them in reliable key figures.
Transactions for all types of assets and derivatives will be booked as an order. Statements, income postings and repayments complement the range of features.
Term deposits, overnight money and loans can be processed. The repayment and interest run are supported by a workflow.
Forex can be converted and forward FX transactions can be processed. A workflow facilitates the repayment.
You can easily import your orders in CSV format. You can either manually enter your orders, i.e. in Excel, or export your orders from the trading platform that you are using. CORYX iO Emerald uploads, validates and generates your data via a quick and clear workflow process.
Capital measures are carried out under consideration of tax and portfolio management aspects and shown respectively in reports and analysis.
For portfolio management systems, the downstream processing of their transaction data in a financial accounting system is indispensable. With the "Financial Accounting Export" function, CORYX iO offers an automated interface with posting rules for exporting all CORYX iO business transactions. The export data can be generated manually, automatically (e.g. overnight) or ad hoc immediately after the transaction entry. When generating data, you can choose between the practical .csv and .xls formats.
Free mappings allow the export to be applied to any financial accounting target schema. Further major advantages are: Cost efficiency through process automatisation and low-maintenance handling when changing the target schema, while at the same time ensuring the existing data quality, thanks to the standardised CORYX iO booking rules.
As a software for financial analysis, CORYX iO Emerald offers extensive features for displaying and analysing your transactions. Your time spent will be minimised whilst your freedom of choice will be maximised. Thanks to CORYX iO Emerald you can view the status of your portfolios in real time.
With transaction lists, you can view and generate reports on cost and fee statements as well as revenue and fee summaries. In the report manager, parameters and filters can be set in order to create a detailed analysis tailored to your needs.
Report folders – something that was time consuming and complex in its administration until now? With the CORYX iO Emerald-Manager, you receive fully automated and customised reports.
Visualise your data individually with the views manager. With just one click you can go from a summary of your portfolio to the detailed information behind it. Analyse and navigate top-down to single transactions, even for mandates or negative requests.
The Admin module provides all the functions needed to adapt the CORYX iO family office software to your specific requirements when dealing with banks and currencies. Some of the highlights are the software’s cross-cutting function and auditing capabilities.
CORYX iO Emerald offers a multi-banking solution. If you manage several accounts at different banks, you can consolidate them for the purpose of your analyses.
Portfolios and securities can be managed in currencies that differ from their system currency. Another add-on is that you can change the base currency and create respective reports. Furthermore, our software supports double currency and currency conversion.
As an additional safety feature, CORYX iO Emerald meets the requirements of auditable archiving the master data and transactions. Every event regarding the data sets is documented – from entry to editing to deletion. In times of increasing data protection requirements, the functions work in the background and can only be accessed through separate authorisation.
The Family Office software solutions are designed to offer you the best service possible when it comes to tech functions. As Application Service Provider, CORYX offers you the opportunity to outsource your work processes and enjoy the advantages of digital wealth management. Migration and integration of your data is part of the installation of the software. You can rely on our technology, while our Help Desk makes sure that you receive all the support you need.
We are your Application Service Provider. Save on acquisition costs for hardware and licenses – rely on state-of-the-art IT security and benefit from high availability and monitoring around the clock. We take care of the hosting, so that you can save money and gain time for your clients.
Together we analyse your workflow and processes, and adapt them, if necessary, to allow for increased productivity and efficiency.
Thanks to our Help Desk, you have permanent access to our reliable and professional support – should you ever need it.
With CORYX iO Emerald, we offer you an asset management software ready to use – including the above-mentioned highlights and many others – or to adapt to your individual requirements. If you click here, you will find an overview of all the features available for your platform. Design your ideal digital working environment now with just a few clicks.