Finfox Information

Do you want to boost efficiency and client engagement in the investment advisory process? Finfox is the digital platform for hybrid wealth management. It's developed by Zurich-based WealthTech firm Finfox Software and Technology AG, part of the CHAPTERS Group. Thanks to intelligent business logic, a consistent data set and full omnichannel capability, Finfox makes the advisory process a high-quality, regulatory compliant and seamless experience across all touchpoints and devices – for banks, advisers and their clients. Drawing on decades of expertise, we have a deep understanding of designing client-centric solutions and implementing individual configurations. Going beyond the software itself, we act as a strategic partner to our clients in all matters relating to the digital transformation of their wealth advisory services. Private banks, savings banks and Swiss cantonal banks equally trust in Finfox. We offer solutions for all segments from wealthy to affluent and retail clients. Welcome to Finfox. Investment advice redefined.