FinfoxResearch
The central platform for investment research.
Manage research content and instrument data consistently and efficiently across all channels.
Your benefits at a glance.
FinfoxResearch is the central platform for investment research. From creating asset ratings and sales stories to automated distribution via newsletter, email, or client notification – FinfoxResearch covers the entire research workflow.
Centralized intelligence.
All research content, instrument data, strategies, and model portfolios – created and managed in a single hub. No data silos, no coordination overhead between departments.
Smarter insights.
Rating changes, new opinions, or updated recommendation lists reach advisors and clients through the right channel in a timely manner – without any manual effort.
Coherent output.
Research data becomes fact sheets, campaign content, and digital advisory experiences – consistent in message, design, and accuracy.
Efficient and transparent.
In many banks, research opinions are created in spreadsheets, shared by email, and processed in separate tools to produce client documents. The result: wasted time, inconsistent information, and unnecessary compliance risk.
FinfoxResearch consolidates the creation and publication of investment ratings, fact sheets, and sales stories into a single, end-to-end workflow. Changes are automatically distributed to the right recipients via newsletters, emails, and client notifications.
Every change is captured in a comprehensive audit trail. A structured review and approval process ensures that only verified content is published.
Seamlessly integrated.
FinfoxResearch is the connective layer between your research processes and your existing IT infrastructure.
Recommendation lists, model portfolios, and investment strategies are maintained centrally and automatically synchronised with core banking and asset management systems. Research updates flow via API into downstream systems such as e-banking platforms, and web portals.
The result: portfolio managers, advisors, and digital client channels all work from the same up-to-date data – no manual transfers, no version conflicts.
A smart software solution for modern investment research.
FinfoxResearch is the central platform for the creation, management, and distribution of research content and instrument data in investment advisory. The solution covers two core areas:
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)
FAQ – Investment Research with FinfoxResearch
FinfoxResearch is the investment research platform by Finfox, designed for banks and wealth managers. It enables the centralised creation, management, and automated distribution of asset ratings, fact sheets, and sales stories.
Many institutions manage research opinions in spreadsheets, distribute them by email, and convert them into client documents using separate tools. FinfoxResearch replaces this fragmented process with a single, end-to-end workflow – from creation and approval through to automated distribution.
Asset ratings, fact sheets, sales stories, recommendation lists, model portfolios, strategies, and instrument data – all centralised in one place.
Through a comprehensive audit trail and a structured review and approval process. 91% of Finfox clients say that Finfox makes regulatory compliance easier and more reliable.
FinfoxResearch integrates fully with core banking and asset management systems, and provides data via API to downstream systems such as e-banking platforms and 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.