Description
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
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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
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App Info
- Category
- Finance
- Publisher
-
Zield
- Languages
- English
- Recent release
- 1.2 (4 months ago )
- Released on
- Mar 15, 2022 (2 years ago )
- Also available in
- Indonesia, Vietnam, United States, Singapore, Saudi Arabia, Russia, Romania, Portugal, Peru, Netherlands, Mexico, South Korea, Italy, Ireland, Hungary, Belarus, United Kingdom, France, Finland, Canada, Spain, Switzerland, Greece, Chile, Algeria, Germany, China, Ecuador, Philippines, Egypt, Kazakhstan, Argentina
- Last Updated
- 3 weeks ago