Product Details

Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.

Contact Details

ECOFIN

https://www.ecofin.ch/?lang=en

Located in Switzerland

No Media

Starting Price

  • Not provided by vendor

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

FINFOX Pro Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Rebalancing
Real Estate
Risk Management

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