finbox.io Overview

finbox.io is a powerful investment management software designed to streamline the investment process for individuals and organizations alike. This comprehensive platform offers a range of features, including portfolio management, asset allocation, and real-time performance tracking, enabling users to make informed investment decisions. With an intuitive interface, finbox.io allows investors to analyze stocks, mutual funds, and other financial instruments quickly. The software also provides tools for risk assessment and financial forecasting, helping users optimize their investment strategies. Additionally, finbox.io’s collaboration features enable users to share insights and analysis with their teams, fostering informed decision-making. Whether you’re an individual investor or part of an institutional team, finbox.io equips you with the tools to enhance your investment management capabilities and achieve your financial goals.

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Contact Details

  • Vendor Name finbox.io
  • Founded 2014
  • Location United States

Support

  • Chat Chat

Training

  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Investment Management

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finbox.io Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

finbox.io Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$39 Per User

finbox.io FAQs

finbox.io is a powerful investment management software designed to streamline the investment process for individuals and organizations alike. This comprehensive platform offers a range of features, including portfolio management, asset allocation, and real-time performance tracking, enabling users to make informed investment decisions. With an intuitive interface, finbox.io allows investors to analyze stocks, mutual funds, and other financial instruments quickly. The software also provides tools for risk assessment and financial forecasting, helping users optimize their investment strategies. Additionally, finbox.io’s collaboration features enable users to share insights and analysis with their teams, fostering informed decision-making. Whether you’re an individual investor or part of an institutional team, finbox.io equips you with the tools to enhance your investment management capabilities and achieve your financial goals.

  • Yes, finbox.io offers a free version.

  • Yes, finbox.io offers a free trial.

  • No, Credit Card details are not required for the finbox.io trial.

  • finbox.io offers the following pricing plans & packages:

    Basic

    $39 Per User

  • finbox.io supports the following payment frequencies:

    • Monthly Subscription

  • No, finbox.io does not offer an API.

  • finbox.io offers support with the following options:
    • Chat

  • finbox.io offers training with the following options:
    • Documentation

  • finbox.io supports the following languages:
    • English

  • Following are the typical users of the finbox.io:
    • Self-Employed , Small-Business , Midsize-Business

  • finbox.io supports the following deployment:
    • Cloud Hosted

  • finbox.io supports the following devices and operating systems:
    • Web-Based