Audience
Companies and organizations seeking a solution providing hybrid investment advice.
About FINFOX Pro
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.
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Integrations
Company Information
ECOFIN
Switzerland
www.finfox.ch/
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
FINFOX Pro Product Features
Investment Management
Bonds / Stocks
Supported
Client Management
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Modeling & Simulation
Supported
Portfolio Management
Supported
Accounting Management
Not Supported
Benchmarking
Not Supported
Commodities
Not Supported
Fund Management
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Risk Management
Not Supported
