Findex × Formue (formerly Burenstam & Partners)
Connect Formue (formerly Burenstam & Partners) to Findex.
Formue (formerly Burenstam & Partners) Integrate Formue for Holistic Wealth Management and Digital Insight
Incorporate your Formue accounts into Findex to visualize every dimension of your financial plan with enhanced clarity.
Provider Analysis: Formue
Formue is a Nordic wealth management firm that offers holistic financial advice and investment solutions for private clients and families.
Functional Benefits for Findex Users
Linking Formue to Findex enables clients to track discretionary portfolios, liquidity positions, and alternative assets within a single, integrated digital environment.
- Consolidated Reporting: Aggregates reports from managed portfolios.
- Comprehensive Net-Worth Overview: Includes Formue assets in the total net-worth calculation.
- Automated Updates: Provides automatic updates on performance and asset allocation.
- Long-Term Insight: Offers analysis into long-term wealth development trends.
Connection Protocol
Go to Integrations → Formue in Findex and sign in securely through the Formue client portal.
Data Security
Encrypted API connections protect all data transmissions. Findex does not store user credentials.
Your complete net worth, finally in one place.
Join investors using Findex to consolidate, track, and grow their portfolios. One view of everything you own.
No payment information required.
