FINFOX

EFFECTIVE INVESTMENT SOLUTIONS

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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.
FINFOX
1998
Switzerland
1 Industry
2 Languages

Screenshot & Video

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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

Investment Management

  • Accounting Management
  • Asset Management
  • Client Portal
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management

Stock Portfolio Management

  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Technical Analysis
  • Watchlists

FINFOX Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • EUR (€)

Free Version

  • No

Payment Frequency

  • Quote Based

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