About FINFOX Pro
FinfoxPro is a powerful, modular wealth advisory platform designed to serve as a digital workplace for financial advisers.
FinfoxPro is a powerful, modular wealth advisory platform designed to serve as a digital workplace for financial advisers. It centralizes customer portfolio management, client interactions, and investment planning into one intuitive dashboard, enabling advisers to efficiently manage relationships and deliver personalized financial guidance. The platform offers real-time portfolio monitoring, smart insights, and actionable prompts that help advisers identify opportunities, prepare for client meetings, and streamline follow-ups. With its clean interface and drill-down capabilities, users can easily access detailed client and portfolio data while maintaining a comprehensive overview.
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.
Features
Key features
Features central monitoring rules tailored to various service segments to ensure compliance and quality.
Specialized modules to align investment strategies with specific customer goals or personal interests.
Enables central product management to generate, monitor, and review investment campaigns across different customer segments.
Uses consistent business logic across the platform, ensuring banks, advisers, and customers always access the same data.
Streamlines the preparation and management of personalized investment proposals with just a few clicks.
Combines digital interaction with personal expertise, allowing advisers to manage self-service components and guided customer interactions.
Provides real-time tracking of investment portfolios with multidimensional drill-down functions to access specific data points.
Offers smart self-service components (FinfoxAdvice) that allow customers to engage in guided self-investment.
A digital workplace for advisers to monitor customer portfolios, manage relationships, and track pending tasks from a single interface.
Includes a Public API and a dedicated Connector (FinfoxConnector) for seamless integration into existing bank service platforms and ecosystems.
Additional features
Automated tools to prepare, centrally manage, and track personalized investment proposals and customer interactions.
Ensures banks, advisers, and clients see the same data simultaneously via a consistent business logic across all devices.
Supports a blend of human expertise and digital interaction, allowing for guided self-service or full-service advisory models.
Real-time monitoring of customer assets with multidimensional drill-down capabilities for granular data analysis.
A unified digital workplace (FinfoxPro) for managing all customer relationships, pending tasks, and portfolio overviews in one place.
Specialized modules that align investment strategies with specific life goals or individual investor interests and themes.
Tools for central product management to create, deploy, and monitor investment campaigns across specific customer segments.
Integrated self-service features (FinfoxAdvice) that allow clients to manage parts of their wealth independently.
Centralized monitoring rules (FinfoxCockpit) to ensure all advice stays within regulatory and service-segment boundaries.
A robust Service Platform (FinfoxPublicAPI) and connector for seamless integration into existing banking ecosystems and research management.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About FINFOX Pro
FinfoxPro is a powerful, modular wealth advisory platform designed to serve as a digital workplace for financial advisers.
FINFOX Pro Details
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
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 53FINFOX Pro's Alternatives
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