midix.finance vs. guide.capital Utilizzo e statistiche
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.
- App Store di Apple
- Gratis
- Finanza
Classifica degli store
- -
SAVE TIME AND USE THE KNOWLEDGE OF EXPERTS AND ARTIFICIAL INTELLIGENCE
It can be very time-consuming to construct the portfolio, determine the asset allocation, and find the right investment product
and dealing with the markets on a daily basis - even more so when it's personalised.
With guide[dot]capital you design your investment solution - simple, transparent and tailored to your needs.
SIMPLE, PROFESSIONAL AND ALWAYS UP-TO-DATE
So far, investors have looked after their assets themselves, hired an advisory or delegated their financial affairs in the form of an asset management mandate.
Thanks to our technology, we can asset management easy for you. The unique open platform with model portfolios from well-known providers lets you build your desired investment solution modularly, taking your preferences and investment focus into account.
FIND UNIQUE INVESTMENT SOLUTIONS
Select model portfolios with a focus on sustainability, digitization, ETFs or individual stocks, from actively managed to passive or rule-based building blocks. We also offer unique investment components that carry out rule-based reallocations with the aim of minimizing losses and achieving a stable performance.
By weighting the building blocks, you define your risk profile and start following the model portfolios. Get the rebalancing list with one click.
The availability of the building blocks depends on the user of the app. We will continuously expand the range of building blocks.
INDEPENDENT PORTFOLIO-CHECK
Quickly and easily evaluate your portfolio securities according to various criteria by well-known rating agencies and financial institutions as a basis for better investment decisions and a more sustainable investment strategy.
Advantages of our app are:
- Consolidate several portfolios
- Evaluate your securities by simply photographing your securities account statement
- Sustainability ratings, fundamentals, technical scoring of renowned institutes
- Global coverage of equities, bonds, funds, commodities, structured products
- Alarm functionality for changes in the evaluation
- Complete overview of your portfolio by currency, asset class, sustainability, etc.
- Second opinion from third parties
Legal notice:
Depending on your residence, you will be granted full, limited or no access to the contents of this app.
Our terms of use can be found under:
Privacy Policy: http://www.guide.capital/legal/privacypolicy_en.htm
Terms and Conditions: http://www.guide.capital/legal/termsandcondition_en.htm.htm
- App Store di Apple
- Gratis
- Finanza
Classifica degli store
- -
midix.finance VS. 
guide.capitalgennaio 6, 2025