FinfoxPro is the adviser’s individually configurable digital workplace. Centrally manage all your customer relationships and monitor related portfolios. All information is available at all times via the dashboard, with drill-down functions enabling access to specific customer and portfolio data. From here, you can also centrally manage preparation and follow-up of customer interactions – and keep track of the whole picture. Advisers receive clear prompts about required actions and pending items, enabling them to complete their tasks in just a few clicks.

Benefits at a glance:

• Plain and well-arranged design
• Intuitive operation
• Central control
• Clear presentation
• More time for customers