FinUp
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À propos de l'application
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
Date de mise à jour
La sécurité, c'est d'abord comprendre comment les développeurs collectent et partagent vos données. Les pratiques concernant leur confidentialité et leur protection peuvent varier selon votre utilisation, votre région et votre âge. Le développeur a fourni ces informations et peut les modifier ultérieurement.
Aucune donnée partagée avec des tiers
En savoir plus sur la manière dont les développeurs déclarent le partage
Cette appli peut recueillir ces types de données
Informations personnelles
Les données sont chiffrées lors de leur transfert
Impossible de supprimer les données
Nouveautés
In this version we have redesigned the user interface, making it way simpler to create and edit tasks, added visualizations to portfolio compositions, enhanced the sharing extension for documents and many other smaller edits and fixes.
- Added a home screen for easier navigation
- Redesigned the App menu, and task controls, simplified task creation
- Many little adjustments to the overall user interface of the App
We hope you enjoy our new release and look forward to your feedback.
- Added a home screen for easier navigation
- Redesigned the App menu, and task controls, simplified task creation
- Many little adjustments to the overall user interface of the App
We hope you enjoy our new release and look forward to your feedback.
Assistance de l'appli
phone
Numéro de téléphone
+41787519007