Finup AG 4+

This application empowers you to effortlessly manage your portfolios, closely monitor investments, and communicate seamlessly with your team and clients.

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