midix.finance app analytics for January 3

midix.finance

midix.finance

  • midix.com ag
  • Apple App Store
  • Free
  • Finance
Portfolio Management System for every Asset Manager - The complete package for asset management - Online-access allows for location independence - Client onboarding process - 100% Swiss development and data hosting The complete package for asset management With the Portfolio Management System you have the possibility to simultaneously manage assets from various portfolios spread across multiple banks. It provides a consolidated view and performance calculation of all security portfolios and accounts. The complete set of relevant data is automatically feed into the system through the respective financial body. A document archive acts as a safe haven for all your sensitive data, be it client-relevant information, reports, personal documents, emails and more. Furthermore you are able to send market orders for multiple portfolios and clients through the system which are then automatically transmitted to the appropriate bank. Online-access allows for location independence The Portfolio Management System is engineered to be accessed through the internet. Not requiring to be installed on a single physical location but being offered online provides you with access wherever you are. As a result, reaction time and support is much quicker and allows us to address issues with higher quality and speed. Client onboarding process The CRM system is a collection of a state of the art toolset which acts as a guidance throughout the client onboarding process. The administration and preparation of tailor-made document sets allows you to ready individual legal documentation for your client. This provides the possibility to compile a complete contract set on-the-fly, ready to be digitally signed by your client. Furthermore, a shared, customizable todo-list for each client provides historical tracking of activities and even informs you of updates made by team members through smart notifications. Risk evaluation and investment profile determination is also tightly integrated and adds confidence in legal matters when it comes to investing clients assets. 100% Swiss development and data hosting The software suite, in its entirety, is produced and hosted in Switzerland. This means that all your data – including everything stashed in the document archive – is stored safely in Switzerland acting as a safe haven and never crosses any borders. A Swiss headquarters furthermore enhances our reaction time and amplifies our daily quality support and fast issue control.
midix.finance

Store Rank

The Store Rank is based on multiple parameters set by Google and Apple.

All Categories in
United States--
Finance in
United States--
Create an account to see avg.monthly downloadsContact us

midix.finance Ranking Stats Over Time

Similarweb's Usage Rank & Apple App Store Rank for midix.finance

Rank

No Data Available

midix.finance Ranking by Country

Counties in which midix.finance has the highest ranking in its main categories

No Data to Display

Top Competitors & Alternative Apps

Apps with a high probability of being used by the same users, from the same store.

Petersen & Partners IM

Petersen & Partners IM

Performativ ApS

Loan Calculator with Extras

Loan Calculator with Extras

Dmitry Tachkov

MoneyPeak

MoneyPeak

Marvin Pays UG (haftungsbeschrankt)

guide.capital

guide.capital

efficient.capital AG

midix.finance VS.

January 3, 2025