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ECOFIN

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5.0 out of 5 stars
1 review
  • 1 profiles
  • 1 categories
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5.0
Serving customers since
1996
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FINFOX Pro

1 review

Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.

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ECOFIN Reviews

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samuel e.
SE
samuel e.
Investment Manager at National Bank of Kenya.
07/29/2019
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Review source: G2 invite
Incentivized Review

Most efficient software for client management and compliance reporting.

|FINFOX Pro
This system works best in ensuring there's proper communication between the office and the client for the purpose of client satisfaction.

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HQ Location:
Zurich, CH

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What is ECOFIN?

ECOFIN is a Swiss firm that specializes in financial information and technology solutions for the financial services sector. Through its FINFOX platform, the company offers advanced portfolio management, advisory tools, and financial planning solutions. FINFOX is designed to support financial advisors, wealth managers, and institutions by providing precise analytics, efficient workflows, and comprehensive client engagement capabilities. ECOFIN's commitment to innovation and client service aims to enhance decision-making and operational efficiency in financial management.

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Year Founded
1996