FinfoxResearch
The backbone of your investment advisory.
The central hub for managing and distributing research content and instrument data.
Your benefits at a glance.
Effortlessly create asset ratings, fact sheets, and sales stories – and distribute updates through newsletters, emails, or client notifications.
Centralized intelligence.
All research content, instrument data, strategies, and model portfolios – generated and managed in one place.
Smarter investment insights.
Deliver timely, relevant updates across channels with ease and precision.
Coherent, integrated output.
Turn research into action – across documents, investment campaigns, and digital advisory experiences.
Efficient and seamless.
Create and manage research opinions and ratings of financial assets efficiently. Generate professional fact sheets to share with your stakeholders with ease. Communicate research updates seamlessly through newsletters, emails, and client notifications about significant changes in ratings or opinions.
Fully integrated.
FinfoxResearch simplifies the work of portfolio managers and advisors by centralizing the management of Finfox recommendation lists, model portfolios, portfolio modules, and model strategies. Integrated with your core banking and asset management systems, it ensures data consistency and integrity.
A smart software solution for the investment advice of the future.
FinfoxResearch is your central hub for managing and distributing research content and instrument data for investment advisory. Typical use cases include:
Content & Output Management
- Centralized management of research content and instrument data
- Creation and publication of fact sheets and investment ratings
- Maintenance of model portfolios, strategies, and recommendation lists
- Comprehensive audit trail for all research content, changes, and outputs
Distribution & Integration
- Review and approval process
- Embedding research into advisory, reporting, and campaign processes
- Distribution of research updates via email, notifications, or API
- Providing data to downstream systems (e.g. e-banking, web portals)
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.
Private banking
Exclusive and personalised advice.
Retail advisory
Efficiency and individuality in private customer banking.
Digital transformation
Banking and digitalisation.
Hybrid investment advice
A personal and digital future. In other words: hybrid.
Goal-based investment advice
A personal investment strategy in line with goals.
Thematic investment advice
A clear picture of myriad investor interests.
Robo advisory
Self-service components in wealth management.
Campaign management
Scalability and bespoke customer communication.