fx FinfoxPro

The adviser’s workplace.

Individual and modular: FinfoxPro is your central wealth advisory tool.


Your benefits at a glance.

FinfoxPro is the adviser’s digital workplace. This is where customer portfolios are monitored, customer interactions generated, and investment proposals prepared and centrally managed

Plain and well-arranged design.

Keep track of your customers and customer portfolios at all times.

Intuitive operation.

Complete complex advisory tasks with just a few clicks.

Central control.

Control all aspects of hybrid advisory elements.

Clear presentation.

Prepare for customer meetings and proactively identify opportunities and challenges.

Welcome to the desk of the future.

FinfoxPro – your new workplace tool. Centrally manage all your customer relationships and monitor related portfolios. All information is available at all times via the dashboard, with drill-down functions enabling access to specific customer and portfolio data. From here, you can also centrally manage preparation and follow-up of customer Interactions – and keep track of the whole picture.

More time for customers.

Advisers receive clear prompts about required actions and pending items, enabling them to complete their tasks in just a few clicks. As a result, they have more time for customers and personalised customer service on a day-to-day basis. After all, this is what counts in your core business.

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.

FinfoxPro is the adviser’s individually configurable digital workplace. Here, the dashboard and multidimensional drill-downs are used to

  • manage customer portfolios
  • perform ongoing portfolio monitoring
  • prepare and follow up on customer interactions
  • proactively identify needs for investment advice with the customer
  • review campaign content for customers
  • prepare digital services for guided customer self-advice

FinfoxPro is also the workplace via which central investment processes are controlled through product management:

  • Generating and monitoring investment campaigns
  • Maintaining central monitoring rules for the various customer and service segments

Customers who trust us.

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

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