Solution introduction
Your smart asset platform
AI-powered asset management
Why teams choose Finup
4x faster client reporting
Up to 80% reduction in hours, saving CHF 10,000–25,000/year per RM on reporting-related admin.
White-label digital experience
Save CHF 200k–500k versus building custom apps from 12–18 months to 4–8 weeks using FinUp.
AI-powered market intelligence
Client communication automation: reduce analyst time spent on market updates by 60–70%.
Client personalization at scale
Efficiency boost: personalization can double client satisfaction without doubling workload.
Minimal IT burden, maximum flexibility
Integration savings: avoids CHF 50k–100k+ in custom PMS/CRM integration costs.
Made by finance professionals — for finance professionals.
