FinfoxCockpitThe management tool.
Clearly structured and automated: the management tool for executives.
Your benefits at a glance.
FinfoxCockpit enables the evaluation and preparation of relevant data for management and compliance purposes.
Produce overarching evaluations of customers and portfolios.
Define compliance reports and evaluations.
Evaluate your use of tools.
Definition and evaluation in a handful of clicks.
The management tool provides management analyses of monitoring results and investment strategies across multiple customers and portfolios, and to define compliance reports and evaluations. In an overarching sense, tool use itself can also be evaluated.
A smart software solution for the investment advice of the future.
Hybrid investment advice boasts a combination of personal experience and digital interaction. Our modular software enables the needs-oriented use of our various channels.
Use FinfoxCockpit to coordinate all activities centrally via the integrated management cockpit and evaluate data specifically for management and compliance purposes. Generate individual evaluations for
- Compliance reports
- Advisory activities
- Customer behaviour
- Use of tools
Customers who trust us.
Are you ready?
Then transform your wealth advisory services now – we will provide you with expert advice on software evaluation, implementation and ongoing operation. The future is hybrid. With Finfox.
Banks, advisers and customers always have the same data at their fingertips – thanks to consistent business logic and comprehensive omnichannel capability.