midix.finance
Portfolio Management System
Free · Designed for iPad. Not verified for macOS.
Portfolio Management System for every Asset Manager
- The complete package for asset management
- Online-access allows for location independence
- Client onboarding process
- 100% Swiss development and data hosting
The complete package for asset management
With the Portfolio Management System you have the possibility to simultaneously manage assets from various portfolios spread across multiple banks. It provides a consolidated view and performance calculation of all security portfolios and accounts. The complete set of relevant data is automatically feed into the system through the respective financial body. A document archive acts as a safe haven for all your sensitive data, be it client-relevant information, reports, personal documents, emails and more. Furthermore you are able to send market orders for multiple portfolios and clients through the system which are then automatically transmitted to the appropriate bank.
Online-access allows for location independence
The Portfolio Management System is engineered to be accessed through the internet. Not requiring to be installed on a single physical location but being offered online provides you with access wherever you are. As a result, reaction time and support is much quicker and allows us to address issues with higher quality and speed.
Client onboarding process
The CRM system is a collection of a state of the art toolset which acts as a guidance throughout the client onboarding process. The administration and preparation of tailor-made document sets allows you to ready individual legal documentation for your client. This provides the possibility to compile a complete contract set on-the-fly, ready to be digitally signed by your client.
Furthermore, a shared, customizable todo-list for each client provides historical tracking of activities and even informs you of updates made by team members through smart notifications. Risk evaluation and investment profile determination is also tightly integrated and adds confidence in legal matters when it comes to investing clients assets.
100% Swiss development and data hosting
The software suite, in its entirety, is produced and hosted in Switzerland. This means that all your data – including everything stashed in the document archive – is stored safely in Switzerland acting as a safe haven and never crosses any borders. A Swiss headquarters furthermore enhances our reaction time and amplifies our daily quality support and fast issue control.
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Feature updates
The developer, midix.com ag, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- midix.com ag
- Size
- 16.1 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- German
- Age Rating
4+
- 4+
- Copyright
- © 2025 midix.com ag