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DirectoryIT & CommunicationSoftware DevelopmentCarouge GeFinamic Services SA
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Finamic Services SA

Summary

About the company

The core activity of FINAMIC SERVICES SA is the development and distribution of solutions for Family Offices, asset managers, securities firms, pension funds and other financial intermediaries, particularly in the areas of strategic outsourcing and back office support. The company also offers software developments and services such as asset analysis, asset management and private banking.

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Products & services

Industry:Software Development
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✓ Offered8
Wealth consolidation and analysis solutions
Solutions for family offices, wealth managers, trusts and other financial intermediaries: consolidation of assets, risk analysis, performance, costs, lookthrough, reporting and secure web access.
Portfolio management and client relationship for asset managers
Portfolio management system, OMS, integrated CRM, onboarding, compliance, AML, multi-entity, reporting and billing to manage client relationships and daily operations.
Omnibus platform and order execution for dealer brokers
Platform for dealer brokers and private banks: omnibus module, order management, security accounting, commissions, billing, reporting, document archiving and secure access to the client e-banking.
Wealth consolidation software Atrium 360°
Wealth consolidation and reporting software for family offices and other financial intermediaries: 360° view, configurable consolidation, performance, fee management and web access.
Portfolio management software Atrium Asset Manager
Software for asset managers: PMS, OMS, integrated CRM, onboarding, KYC, compliance, internal control, anti-money laundering and order tracking.
Private banking software Atrium Private Banking
Software for dealer brokers and private banks: omnibus module, order management, security accounting, commissions, transaction allocation, transaction tickets and document archiving.
Strategic outsourcing
Outsourcing of the activities required for the production of wealth information: transaction entry, data control, analysis, web and PDF reporting, hosted technical infrastructure.
Back-office support
Back-office support for processing financial data and quality control: transaction entry, securities data management, reconciliation, billing, portfolio creation and ad hoc analysis.
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Location

Route des Jeunes 35
1227 Carouge Ge

At a glance

Legal form
Corporation
UID
CHE-408.180.735
Founded
2017 · 9 years
Last commercial register change
November 3, 2025
Employees
11 to 20

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