FINFOX

Switzerland HQFounded 1998

Deployment

WindowsMacLinux

Best for

Medium

Overview

About FINFOX

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.

At a glance

Software information

Industries served, licensing and the support FINFOX provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (2)
EnglishGerman
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Capabilities

FINFOX features

The full feature set, grouped by module.

Investment Management Software

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

Stock Portfolio Management Software

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

Plans

FINFOX pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
EUR (€)

Media

Screenshots & video

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