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Finfox is the consultant's digital workplace. Here, customer portfolios are monitored, discussion opportunities generated, investment proposals prepared and centrally controlled. Finfox is your new tool for the workplace. Manage all customer relationships centrally and monitor associated portfolios. All important information is available at any time via the dashboard and allows access to specific customer and portfolio data via drill-down functions. From here you can also centrally control the preparation and follow-up of customer meetings and always.
- Investment-management
- English
- German
Screenshot & Video
LICENSING & DEPLOYMENT
- Open Source
- Cloud Hosted
- Windows
- Mac
- Linux
SUPPORT
- Email
- Phone
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
FINFOX Core Features
- Accounting Management
- Asset Management
- Client Portal
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
FINFOX Pricing
Pricing Type
-
Contact Vendor
Preferred Currency
-
EUR (€)
Free Version
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No
Payment Frequency
-
Quote Based
FINFOX Reviews
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