Finfox
HQ Address
Neumünsterallee 6, Zurich, 8008, Switzerland
Website Address
Relevant Regions
Business introduction
Finfox. The software solution for hybrid investment advice
he wealth management of the future is both personal and digital. In other words: hybrid. Supporting client engagement at all touchpoints, effectively conveying the value-add of the bank’s advisory offering to the client
Finfox is a hybrid investment advice solution for banks, advisers and their clients, developed by Zurich-based wealthtech firm ECOFIN Software and Technology. Thanks to intelligent business logic, a consistent data set and full omnichannel capability, our award-winning software makes the advisory process a high-quality, regulatory compliant and seamless experience across all channels and client touchpoints - automated and standardized for the bank, yet perceived as individualized by the client.
Going beyond the software itself, we also act as a strategic partner to our clients in all matters relating to the digital transformation, effectiveness and efficiency of their wealth advisory business.
Private banks, savings banks and Swiss cantonal banks equally trust in Finfox. We offer solutions for all segments from wealthy to affluent and retail clients.
Range of use cases:
- Private banking
- Retail advisory
- Digital transformation
- Robo advisory
- Hybrid investment advice
- Goal-based investment advice
- Thematic investment advice
- Campaign management
- ESG
Business Overview
Finfox enables the E2E digitalization of client interactions in a variety of advisory scenarios – whether in a personal conversation, a digital meeting or at home via guided self-services. Furthermore, Finfox can be integrated with the front- and back-end systems of banks or third-party providers via APIs. As such, our technology can be tailored to precisely fit into any IT architecture.
Key Data
Year founded
1986employees
11-50offices
1Type of Clients
- Asset Managers
- Bank Wealth Managers
- Financial Advisors
Finfox Solutions
FinfoxAdvice
FinfoxAdvice is the digital channel for customers and their self-advice. Accessible whenever and wherever, on all devices. Customers can research, advise themselves and access suitable investment solutions in a completely digital and independent way. A flexible status and notification system enables the adviser to keep track in any scenario. FinfoxAdvice can......
business needs
view solutionFinfoxPro
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......
business needs
view solutionFinfoxPublicAPI
FinfoxPublicAPI is standardised and platform-independent. To achieve the goal of open banking, it can be incorporated with any existing or future system. As such, Finfox technology can be tailored precisely to your IT architecture. Your apps, front ends, widgets and back-end services can access data from Finfox via the API......
business needs
view solutionFinfoxTouch
FinfoxTouch is an intuitive tablet-based advisory tool that transforms customer meetings into dynamic and engaging consultations. It enables the adviser to clearly explain investment strategies and proposals with the help of interactive graphics and directly respond to customer requests. Flexibly structure your consultations in line with specific customer needs, with......
