The Platform
Discover the features of Finticx
User management & User roles
Streamline access management with Finticx. A single admin assigns roles which ensures that each user gets the right permissions- whether they only need to view the reports or also interact with the data behind the scenes. It's simple, efficient, and puts control in the right hands.
Effortless Data Import
Easily import your historical financial data into Finticx with our smart import tool. The process is quick, accurate, and hassle-free and requires just two clicks.
Always on the Latest Version
Enjoy the benefits of a SaaS platform. No need to install or manually update anything - every user automatically gets access to the latest features, improvements, and security enhancements as soon as they’re released.
Report to your company's look and feel
Adapt the platform and reports to match your company look and feel. Upload your logo, set your brand colors and ensure consistency across all your reports.
Integration of ECB Rates
Finticx uses ECB exchange rates to ensure maximum accuracy in your data. This guarantees correct portfolio valuations when transaction and asset currencies differ, when portfolio instruments use different currencies, and lets you choose the currency in which to view your report.
Integration of end of day market prices
Finticx integrates public equity prices from SIX group. This ensures accurate and timely valuation of your portfolio holdings, especially when they include Swiss equities. With access to reliable market data, you can confidently assess performance and make informed investment decisions.