We are Finfox.

Do you want to boost effectiveness and efficiency in your wealth management business? We know how. With over 35 years of experience under our belt, we understand complex business requirements, design customer-centric solutions and implement individual configurations.

The experts behind Finfox.

For more than 20 years, our team in Zurich has been growing Finfox into the leading wealth advisory software in Switzerland, Liechtenstein and other international markets. Going beyond the software itself, we also see ourselves as strategic partners to our customers.

Our business and technical consultants work towards this goal every single day. The brain of our software is at the heart of the daily focus of our business analysts and various teams of developers. Our UX design and solution architecture experts round off our solution competencies.

Our mission, which motivates us every day, is to proactively support our customers on their journey towards digital transformation and to build their success in hybrid investment advice with Finfox.

Join the Finfox Team.

Do you want to drive the digital transformation of the banking sector? Then Finfox is the place to be for you.

To the jobs

Happy couple signing a contract on a business meeting with their insurance agent.

Driving digital transformation.

The benefit of digitalisation in wealth management is reflected in two dimensions – an individual experience along different customer journeys and a high degree of advisory process efficiency. When these two dimensions are optimally orchestrated, this enables more revenue from additional new customers, as well as loyalty and activation among existing ones. At the same time, a high degree of automation towards back-end processes ensures efficiency and, ultimately, profitability. Successful transformation processes require both functional and technological expertise, both of which we demonstrate time and again. Just ask our existing customers.

Function – experience – technology: this magic triangle is the cornerstone of Finfox.

We conceive Finfox on three levels: the function as the specialist and regulatory basis in all advisory-relevant use cases, the technology as a catalyst within banks’ state-of-the-art system architectures and the experience along the moments of truth – the key moments in the user journeys undertaken by customers, advisers and experts as they use Finfox.

Your contact

Our Finfox experts are waiting to hear from you.

+41 43 499 30 26 Send E-Mail

Andreas Borg
Chief Executive Officer

+41 43 499 30 30 Send E-Mail

Ursina Lüthi
Chief Product Officer

+41 43 499 30 62 Send E-Mail

Dr. David Kocher
Chief Customer Officer

+41 43 499 30 50 Send E-Mail

Marco Persi
Chief Technology Officer

Our clients

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 advisory...”

Martin Baumgartner
Projektleiter Multikanalberatung, Schwyzer Kantonalbank

„The ECOFIN software solutions have been an integral part of our investment advisory 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

„Thanks to Finfox, Clientis' investment advisory services will be even more structured and professional. 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 advice, we promise our customers an overall package which leaves nothing to be desired. Finfox highlights this promise. As a reliable and...”

Sven Wiederkehr
CEO, Glarner Kantonalbank

„With the introduction of Finfox, we were able to increase the quality of our advisory 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

Our partners

We have already successfully handled numerous integrations with third-party systems, in a whole host of ecosystems. In tandem with selected partners, we bring unique solutions to life for our customers.