fx FinfoxCockpit

The 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.

Multi-management analysis.

Produce overarching evaluations of customers and portfolios.

Monitoring and reports.

Define compliance reports and evaluations.

Tool performance analysis.

Evaluate your use of tools.

The whole picture with one management tool.

Executives can keep track with FinfoxCockpit: the tool facilitates the evaluation and preparation of data and information from Finfox, specifically for management and compliance purposes.

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.

Berner Kantonalbank
St. Galler Kantonalbank
Glarner Kantonalbank
Luzerner Kantonalbank
Maerki Baumann
Schwyzer Kantonalbank

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