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

ReubenAI is the operating system for private market investors. A single interconnected intelligence layer where every capability reads from the same underlying data layer — so intelligence built at origination flows through to monitoring, and insights compound across the portfolio. Deal sourcing and scoring. IC memo generation. Due diligence structuring. Portfolio monitoring. Fund governance and reporting. Each a native widget across a growing range of asset classes and investment scenarios. Enterprise and institutional buyers — including banks — can select preferred large language models and APIs from a growing app marketplace, meeting internal security, data residency, and model governance requirements without compromise. Available as self-serve for emerging managers and as an enterprise protocol for institutional VC, PE, family offices, and banks.

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

Banks, Family Office, Multi-Family Office, Venture Capital, Private Equity, Asset Managers

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

$149/month/team
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

ECOFIN
Switzerland
www.finfox.ch/

Company Information

ReubenAI
Founded: 2025
Australia
www.goreuben.com

Alternatives

DigitalEdge

DigitalEdge

Asseco Group

Alternatives

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

Adobe Acrobat
Apiax
Crunchbase
Dropbox
Google Drive
LinkedIn
PitchBook
Sumsub
Zapier

Integrations

Adobe Acrobat
Apiax
Crunchbase
Dropbox
Google Drive
LinkedIn
PitchBook
Sumsub
Zapier
Claim FINFOX Pro and update features and information
Claim FINFOX Pro and update features and information
Claim ReubenAI and update features and information
Claim ReubenAI and update features and information