FinX

FinX

Mobius Knowledge Services
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+

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About

Connecting alternative asset managers and distribution partners with powerful digital tools for pre-sales & reporting. Digitize and market funds across multiple channels at scale, with low impact on internal teams. Digitise fund data once and distribute automatically in a standard format to multiple endpoints including distribution partners, LPs, and public websites. Accelerate time to market, eliminating months of manual effort per fund annually inputting product updates and reporting. Use Daphne as a definitive data source to instantly populate routine fund reports in Microsoft Office, allowing you to scale your business without adding operational burden and while reducing the risk of errors. Publish your products directly to our growing ecosystem of investment consultant partners and we'll make sure your fund data is always up-to-date in their databases, to maximize your sales opportunities.

About

FinX empowers decision-makers with actionable intelligence to stay ahead in dynamic markets. Whether analyzing market trends, assessing industry benchmarks, or evaluating potential opportunities, FinX provides the critical data to maximize insights. Through its real-time financial data platform, FinX empowers effective risk management strategies. This proactive approach ensures businesses can navigate uncertainties confidently, safeguarding investments and optimizing performance.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Aset managers requiring a solution to simplify and streamline their fund diligence and reporting operations

Audience

FinX is ideal for investment managers, portfolio managers, financial analysts, institutional investors, hedge fund managers, wealth advisors, and corporate finance teams seeking advanced data solutions for investment optimization and risk management.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Daphne
Founded: 2022
United Kingdom
www.getdaphne.com

Company Information

Mobius Knowledge Services
Founded: 2019
India
xtract.io

Alternatives

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Anduin Fund Subscription

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FINTRX Platform

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FundCentre Reporting

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AdvisorWare

AdvisorWare

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ARGUS Taliance

ARGUS Taliance

Altus Group

Categories

Categories

Integrations

Microsoft Office 2024

Integrations

Microsoft Office 2024
Claim Daphne and update features and information
Claim Daphne and update features and information
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Claim FinX and update features and information