Finfox. The software solution for hybrid investment advice.

Generate more frequent customer interactions and wealth advisory opportunities, foster customer relations in a regular and proactive way and increase earnings per customer – with a product that is personalised, efficient and to the point. With Finfox.

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Time for a rethink. Time for Finfox.

The wealth management of the future is personal and digital. Automated yet customised. Welcome to the world of hybrid investment advice.

Finfox is an intelligent software solution for banks, advisers and customers. Thanks to intelligent business logic, a consistent data set and full omnichannel capability, Finfox makes customers’ wealth planning a high-quality and consistent experience across all channels. At all digital and physical touchpoints – for advisers and end customers.

Finfox range of use cases.

Private banking Exclusive and personalised advice.

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Retail advisory Efficiency and individuality in private customer banking.

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Digital transformation Banking and digitalisation.

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Hybrid investment advice A personal and digital future. In other words: hybrid.

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Goal-based investment advice A personal investment strategy in line with goals.

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Thematic investment advice A clear picture of myriad investor interests.

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Robo advisory Self-service components in wealth management.

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Campaign management Scalability and bespoke customer communication.

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The Finfox platform.

Banks, advisers and customers always have the same data at their fingertips – thanks to consistent business logic and comprehensive omnichannel capability.

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What our clients say

Every single day, we wow satisfied clients who successfully use Finfox. Our clients are always happy to share their experiences of us and of Finfox. We will be glad to put you in touch.

„ECOFIN has been an ideal partner for Schwyzer Kantonalbank private banking for several years in the areas of investment advisory and portfolio monitoring. FinfoxPro provides SZKB with an innovative consulting...”

Martin Baumgartner
Projektleiter Multikanalberatung, Schwyzer Kantonalbank

„The ECOFIN software solutions have been an integral part of our investment consulting process for many years. The frontend application Finfox does not just reflect best practice in finance, it also reflects...”

Dr. Stephan A. Zwahlen
Chief Executive Officer, Maerki Baumann & Co. AG

„With the aid of Finfox, Clientis investment advisory takes place in an even more structured and professional manner. At the same time, our banks meet the regulatory requirements in FIDLEG. ”

Matthias Liechti
Chief Executive Officer, Clientis AG

„With Finfox, our consultants carry out several thousand advisory sessions each month. The software support ensures that the focus is on the customer and at the same time, the regulatory requirements are...”

Philippe Niederer
Leiter Beratung & Vertrieb, Raiffeisen Schweiz

„Through the use of the latest technology, combined with personal consulting, we promise our customers an overall package which leaves nothing to be desired. Finfox highlights this promise. As a reliable...”

Sven Wiederkehr
CEO, Glarner Kantonalbank

„With the introduction of Finfox, we were able to increase the quality of our consulting process and the system considerably. At the same time, we were able to improve the client output and increase the acceptance...”

Dr. Hanspeter Wohlwend
Bereichsleiter Private Banking, St.Galler Kantonalbank

„After over 10 years of collaboration with the ECOFIN Group, we can look back on a successful and perfectly functioning partnership. As a long-standing customer, we especially value the customer-oriented...”

Reto Stohler
Head Portfolio Advisory Europe, LGT Bank