Everifin Multibanking 與 midix.finance 使用情況與統計
Why another finance app? Because this one replaces all financial apps you’ve been using so far. Universal internet banking, e-invoices, and instant bank account payments.
Universal internet banking based on PSD2
Everifin offers the best international banking experience in EEA countries (EU, Norway, Liechtenstein, Iceland). Citizens and businesses can simply connect the banks even from different countries and see the balances, transaction history and make the transfers easily. It saves you from having thousands of mobile banking aps on your phone.
Manage e-invoices easily and track their status
On top, Everifin gives freelancers and small-business owners the possibility to conveniently issue a digital invoice. Everifin is an ideal app for those, who want to manage all invoices just by one click, track their status and get a fast overview. All under one roof.
Your data is safe with us
You are the data owner, and it remains so. We are a licensed payment institution, so your data is safe with us. We only help you keep it organized.
What comes in 2023 to the app? Instant payments in the shop
Consumers pay without bringing out their card or cash. The account-to-account payment is settled immediately, and the money is instantly available.
- Apple App Store
- 免費版
- 金融
商店排名
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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.
- Apple App Store
- 免費版
- 金融
商店排名
- -
Everifin Multibanking VS. 
midix.finance1月 3, 2025