FINFOX Pro

FINFOX Pro

ECOFIN
+
+

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About

Create more frequent customer interactions and consultation events, regularly promote your customer relationship proactively and increase the revenue per customer, individually, efficiently and to the point. Finfox is the intelligent software solution for banks, consultants, and customers. Thanks to intelligent business logic, a consistent database and full omnichannel capability, Finfox makes individual wealth planning a high-quality and consistent experience across all channels. At all digital and physical touchpoints, for consultants and end customers. Banks, consultants and customers look at the same data at all times, thanks to uniform business logic and end-to-end omnichannel capability. In our corporate blog, proven experts write about current topics and trends relating to the digital transformation of the banking industry. New products and relevant insights straight to your inbox.

About

The MeasureMatch marketplace unites high-impact clients, service providers, and cloud software companies, fuelling professional services and partnership excellence to maximize customer success and growth. Only phenomenal consultancies, agencies, systems integrators, and independent consultants provide services here. Your requirements will come to us for a review, and sometimes an edit. When released, pitches land in minutes. End-to-end, the workflows are seamless. Only work with amazing, relevant consultants and consultancies. Convert one or more proposals into contracts and get to work. We'll support you and your partner end-to-end. Only the very best consultants and consultancies are selected to participate. The more clients spend or service providers earn, the lower the platform fees. Because getting this stuff right is incredibly important. All service providers are screened and vetted.

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

Companies and organizations seeking a solution providing hybrid investment advice.

Audience

Businesses looking for a tool to improve their services and maximize customer success

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

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

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

Review this Software

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

ECOFIN
Switzerland
www.finfox.ch/

Company Information

MeasureMatch
United Kingdom
web.measurematch.com

Alternatives

DigitalEdge

DigitalEdge

Asseco Group

Alternatives

Panther

Panther

JungleWorks
Contemi Wealth Intelligence

Contemi Wealth Intelligence

Contemi Solutions

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Apiax
Google Analytics
Hightouch
HubSpot CRM
HubSpot Customer Platform
Intercom
Looker
Microsoft Azure
Microsoft Power BI
Mixpanel
Pipedrive
Salesforce
Segment
Tableau

Integrations

Apiax
Google Analytics
Hightouch
HubSpot CRM
HubSpot Customer Platform
Intercom
Looker
Microsoft Azure
Microsoft Power BI
Mixpanel
Pipedrive
Salesforce
Segment
Tableau
Claim FINFOX Pro and update features and information
Claim FINFOX Pro and update features and information
Claim MeasureMatch and update features and information
Claim MeasureMatch and update features and information