About FINFOX Pro
FinfoxPro is a powerful, modular wealth advisory platform designed to serve as a digital workplace for financial advisers.
FINFOX Pro Details
Vendor
FINFOX
Year Launched
1998
Location
Uetlibergstrasse 134b 8045 Zürich
Deployment
cloud, web browser
Training Options
demo
Countries Served
All Countries.
Languages
English, German, French, Spanish
Users
Wealth Advisers, Private Bankers, Retail Bank Advisers, Investment Product Managers
Industries Served
Private Banking, Retail Banking, Wealth Management, Investment Advisory
Tags
Investment Management, FINFOX Pro, FINFOX GmbH
FINFOX Pro's In-App Market Place
Does FINFOX Pro have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CHF (Fr), JPY (¥), AUD (A$), CAD (C$), CNY (¥), HKD (HK$), SGD (S$), NZD (NZ$), SEK (kr), NOK (kr), DKK (kr), INR (₹)
Pros & Cons
- Blends digital self-service with expert human advice.
- Automates complex proposals, giving advisers more client time.
- Unified data across all channels for advisers and clients.
- Scalable for both Private Banking and Retail segments.
- Deep integration into banking cores takes significant effort.
- Broad feature set has a steep learning curve for staff.
- Requires alignment with bank-specific research/rules.
- Over-engineered for small, independent firms.
FINFOX Pro's Support Options
Email Address
info@finfox.chContact
+41 44 537 53 53