Description
Welcome to Finup — built by finance professionals, for finance professionals.
Finup AG is a dynamic and forward-thinking company based in Zurich, Switzerland. Founded in 2022 by a team of experienced asset managers, Finup began as an internal tool and quickly evolved into a cutting-edge platform aimed at transforming the Swiss financial asset management industry.
Our App offers a robust suite of features designed to simplify and enhance the way investment portfolios are managed, evaluated, and presented — delivering real-time data, strategic insights, and seamless communication between relationship managers and clients.
Why teams choose Finup
4x Faster Client Reporting
Save up to 80% of time spent on reporting tasks — reducing administrative hours and saving each year.
White-label Digital Experience
Launch customized client-facing solutions in just 4–8 weeks and avoid costs associated with building custom apps from scratch.
AI-powered Market Intelligence
Automate client communications and cut down analyst time on market updates by 60–70%, ensuring clients stay informed without added workload.
Client Personalization at Scale
Double client satisfaction through tailored insights and portfolio views — without doubling your team's efforts.
Minimal IT Burden, Maximum Flexibility
Avoid integration costs with smart, low-touch connectivity to your existing PMS/CRM systems.
Key Features of the Finup App
Market News
Stay informed with real-time updates that matter. Avoid surprises and stay ahead of market trends with timely, relevant news alerts.
Portfolio Intelligence
Access and monitor a variety of investment portfolios — including real client accounts and model portfolios like "Global Balanced" or "US Equity." View ranked lists of positions to analyze performance clearly and efficiently through intuitive data visualizations.
Secure Communication
Confidential, real-time messaging between clients and relationship managers. Stay connected with a compliant, fraud-resistant business chat built to foster responsive, professional relationships.
At Finup, we combine technology, expertise, and practical understanding to deliver a future-ready platform for modern asset management.
Finup AG – Accelerating Finance. Empowering Professionals.