overview

FINFOX Pro is a comprehensive software solution for the structuring of the advisory and sales processes in investment management for banks and investment advisors.

With FINFOX Pro five important goals can be pursued:

• structuring of the advisory and sales processes
• support for advisors to proactively advise clients
• customization of advisory services and investments in so far as is advantageous for the bank and its clients
• reduction of consultancy liability as well as
• reduction in advisory services costs

FINFOX Pro is based on a service-orientated software architecture and is fully modular. For every stage of the process there are different solutions available, which can be combined to create the desired advisory process. Thus, it is possible to develop different advisory processes for different client groups. Standardized model strategies can be implemented as well as individually optimized investment strategies. All investment-related information can be monitored over time.

Thanks to its high modularity, the software can be configured according to the bank's requirements and can be integrated into the existing system environment; the interfaces can be operated in batches or in real time