FinUP App 4+
FinUP
Entwickelt für iPad
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- Gratis
Screenshots
Beschreibung
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
Neuheiten
Version 1.1
In version 1.1 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.
App-Datenschutz
Der Entwickler, FinUP, hat darauf hingewiesen, dass die Datenschutzrichtlinien der App den unten stehenden Umgang mit Daten einschließen können. Weitere Informationen findest du in den Datenschutzrichtlinien des Entwicklers.
Mit dir verknüpfte Daten
Die folgenden Daten werden möglicherweise erfasst und mit deiner Identität verknüpft:
- Kontaktinformationen
Nicht mit dir verknüpfte Daten
Die folgenden Daten werden zwar möglicherweise erfasst, aber nicht mit deiner Identität verknüpft:
- Kontaktinformationen
Die Datenschutzpraktiken können zum Beispiel je nach den von dir verwendeten Funktionen oder deinem Alter variieren. Weitere Infos
Informationen
- Anbieter
- Zield GmbH
- Größe
- 49.5 MB
- Kategorie
- Finanzen
- Kompatibilität
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- iPhone
- Erfordert iOS 12.0 oder neuer.
- iPad
- Erfordert iPadOS 12.0 oder neuer.
- iPod touch
- Erfordert iOS 12.0 oder neuer.
- Mac
- Erfordert macOS 11.0 (oder neuer) und einen Mac mit Apple M1-Chip (oder neuer).
- Apple Vision
- Erfordert visionOS 1.0 oder neuer.
- Sprachen
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Englisch
- Alter
- 4+
- Copyright
- © 2022 FinUp AG
- Preis
- Gratis