Welcome to FinUp, a young and innovative company in Switzerland!
With our App, your teams can track and monitor investments and portfolios daily, share simulated portfolios with prospects and clients, and discuss strategic views and expertise with each other and the general public.
Our App has 5 key functionalities. They are "Contacts", a simplified CRM tool where you can manage clients and prospects, "Tasks" for your daily task management, "Positions", a ranked list of individual investments on your current portfolio radar, "Portfolios", a bundle of investment portfolios either for actual clients of our firm or our simulated views on the market and model portfolios for prospective clients and the general public, and "Messages", our dedicated and secure communication channel.
With our App, you build your digital financial in-house ecosystem. The list of available features includes:
- Daily pricing and transaction tracking of simulated and real portfolios, you are connected in real-time and get timely updates on portfolios and the underlying strategies
- Identification of winners and losers based on daily performance in basis points, month-to-date performance in percentage points, or longer-term year-to-date performance in percentage points
- Simple and intuitive design of the portfolio table with interactive headings and the ability to collapse individual investment sections for an enhanced view of the portfolio
- Summaries of flows, charges, and cash flows on a daily, monthly, and annual basis
- Direct and live chat, through which you can ask questions about anything related to your bundle of portfolios, and get responses back in a secure and dedicated communication channel
- All App data is exchanged between your phone and our servers through secure and encrypted channels (https and wss), while your access credentials are securely stored and encrypted on your phone. We comply with industry-grade security practices in Switzerland.
Our vision is to provide you with a personalized tool offering a boutique experience of asset management to your clients.
Sincerely yours,
FinUp
With our App, your teams can track and monitor investments and portfolios daily, share simulated portfolios with prospects and clients, and discuss strategic views and expertise with each other and the general public.
Our App has 5 key functionalities. They are "Contacts", a simplified CRM tool where you can manage clients and prospects, "Tasks" for your daily task management, "Positions", a ranked list of individual investments on your current portfolio radar, "Portfolios", a bundle of investment portfolios either for actual clients of our firm or our simulated views on the market and model portfolios for prospective clients and the general public, and "Messages", our dedicated and secure communication channel.
With our App, you build your digital financial in-house ecosystem. The list of available features includes:
- Daily pricing and transaction tracking of simulated and real portfolios, you are connected in real-time and get timely updates on portfolios and the underlying strategies
- Identification of winners and losers based on daily performance in basis points, month-to-date performance in percentage points, or longer-term year-to-date performance in percentage points
- Simple and intuitive design of the portfolio table with interactive headings and the ability to collapse individual investment sections for an enhanced view of the portfolio
- Summaries of flows, charges, and cash flows on a daily, monthly, and annual basis
- Direct and live chat, through which you can ask questions about anything related to your bundle of portfolios, and get responses back in a secure and dedicated communication channel
- All App data is exchanged between your phone and our servers through secure and encrypted channels (https and wss), while your access credentials are securely stored and encrypted on your phone. We comply with industry-grade security practices in Switzerland.
Our vision is to provide you with a personalized tool offering a boutique experience of asset management to your clients.
Sincerely yours,
FinUp
Show More
