FAQ - Product & Features

Question 1

What is Findex?

Accepted Answer

Findex is a secure platform combining portfolio tracking, AI driven insights, data integrations, and private market access.

Question 2

Who is Findex designed for?

Accepted Answer

Findex is designed for investors, companies, and partners seeking modern private banking experiences, investor relations management, and capital opportunities.

Question 3

What problems does Findex solve?

Accepted Answer

Findex solves portfolio management challenges by providing a unified platform to track, optimize, and grow net worth with AI-driven insights and data integrations.

Question 4

Is Findex a bank or a broker?

Accepted Answer

Findex is not a bank or broker. It is a portfolio management and investor relations platform that integrates with banks and brokers.

Question 5

Does Findex provide investment advice?

Accepted Answer

Findex provides AI-driven insights and data analysis but does not provide personalized investment advice.

Question 6

What types of assets can be tracked in Findex?

Accepted Answer

Findex can track various asset types including stocks, bonds, private investments, and assets across multiple banks and brokers.

Question 7

How does asset tracking work in Findex?

Accepted Answer

Asset tracking in Findex works through data integrations with banks and brokers, allowing automatic synchronization of portfolio data.

Question 8

What is the difference between automatic and manual tracking?

Accepted Answer

Automatic tracking syncs data directly from connected accounts, while manual tracking requires users to input asset information themselves.

Question 9

Can I track assets across multiple banks and brokers?

Accepted Answer

Yes, Findex supports tracking assets across multiple banks and brokers in one unified platform.

Question 10

What is Midas AI in Findex?

Accepted Answer

Midas AI is Findex's artificial intelligence feature that provides insights and analysis for portfolio management.

Question 11

What can Midas AI help me with?

Accepted Answer

Midas AI can help with portfolio analysis, insights generation, and data-driven decision making for investment management.

Question 12

What are co-investments in Findex?

Accepted Answer

Co-investments in Findex are collaborative investment opportunities available through the platform's capital opportunities feature.

Question 13

Does Findex support private investments?

Accepted Answer

Yes, Findex supports tracking and managing private investments alongside public market assets.

Question 14

Does Findex replace spreadsheets?

Accepted Answer

Findex provides an automated alternative to manual spreadsheet tracking with real-time data synchronization and AI-driven insights.

Question 15

Is Findex suitable for long-term financial planning?

Accepted Answer

Yes, Findex is designed to support long-term financial planning with portfolio tracking, optimization tools, and wealth growth features.

Question 16

Can I use Findex without connecting accounts?

Accepted Answer

Yes, Findex can be used with manual tracking without connecting bank or broker accounts.

Question 17

Does Findex work across different countries?

Accepted Answer

Yes, Findex supports international portfolio tracking and works across different countries.