Overview

Finametrix is a cutting-edge global provider of portfolio management and analysis solutions for ·Private Banks ·Wealth & Asset Management ·Advisors & Family Offices SERVICES ·Strategy & Digital Innovation ·Implementation & Consulting ·Customer Support ·Training OUR PRODUCT ·Benchmarking & Performance Attribution ·Advanced Portfolio Reporting ·Risk Analysis & optimization ·Asset Valuation ·Discretionary Portfolio Management ·Portfolio Rebalancing ·Client Wealth Portal ·Portfolio Rebalancing ·Client Profiling ·Investment Proposals ·Comissions & Free Billing ·CRM & Business Intelligence