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Finup AG 4+
FinUP
iPad対応
-
- 無料
スクリーンショット
説明
Welcome to Finup, a dynamic and forward-thinking company in Zurich, Switzerland.
Our cutting-edge App offers an array of comprehensive features to empower you in managing investment portfolios with ease. Whether you prefer real-time updates on your actual portfolios or seek insights from our simulated portfolios like Global Balanced or US Equity, our platform provides a seamless avenue for accessing our strategic views and expertise, benefiting both you and the wider public.
The App is structured around the key functionalities, each represented by a dedicated menu option at the bottom of the main screen:
"Portfolios/Positions": Tailored for both existing clients and prospective investors, this section encompasses a selection of investment portfolios. It includes actual client portfolios managed by our firm, as well as our simulated market views and model portfolios. This feature serves as a valuable resource for gaining strategic insights and exploring potential investment opportunities. Offering a ranked list of individual investments within your current portfolio radar, this feature allows for quick and easy evaluation of investment performance.
"Messages": As a dedicated and secure communication channel, this feature provides a live chat functionality. It allows for direct and confidential interaction between clients and relationship managers, ensuring seamless collaboration and timely responses to your inquiries.
“Universe”: Revolutionise your investment strategy with our latest feature. The Universe Tool is a streamlined Investment Proposal designed for Relationship Managers and their clients to effortlessly craft and modify investment proposals, as well as explore a wide range of securities, from anywhere at any time.
Founded in 2022 by a group of asset managers with knowledge of the industry and experience. Started as an in-house solution, became an innovative team that aims to advance Swiss financial asset management industry.
Finup AG
新機能
バージョン 1.2
New corporate design, and upgraded user experience.
アプリのプライバシー
デベロッパである"FinUP"は、アプリのプライバシー慣行に、以下のデータの取り扱いが含まれる可能性があることを示しました。詳しくは、デベロッパプライバシーポリシーを参照してください。
ユーザに関連付けられたデータ
次のデータは収集され、ユーザの識別情報に関連付けられる場合があります。
- 連絡先情報
ユーザに関連付けられないデータ
次のデータは収集される場合がありますが、ユーザの識別情報には関連付けられません。
- 連絡先情報
プライバシー慣行は、ご利用の機能やお客様の年齢などに応じて異なる場合があります。詳しい情報
情報
- 販売元
- Zield GmbH
- サイズ
- 28.4MB
- カテゴリ
- ファイナンス
- 互換性
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- iPhone
- iOS 13.4以降が必要です。
- iPad
- iPadOS 13.4以降が必要です。
- iPod touch
- iOS 13.4以降が必要です。
- Mac
- macOS 11.0以降とApple M1以降のチップを搭載したMacが必要です。
- Apple Vision
- visionOS 1.0以降が必要です。
- 言語
-
英語
- 年齢
- 4+
- Copyright
- © 2024 FinUp AG
- 価格
- 無料