Features & Capabilities

Portfolio Management System for all asset managers

- The total solution for asset management
- System independence thanks to Internet browser-based technology
- Cover the customer onboarding process
- 100% developed and maintained in Switzerland


The total solution for asset management

The Portfolio Management System allows you to manage assets across multiple portfolios across multiple banks simultaneously. You get a consolidated view and a performance calculation of all security portfolios and accounts. All relevant data is automatically imported into the system by the relevant financial institution. A document archive provides a secure warehouse for all customer-relevant data, reports, documents and emails. You can also forward stock exchange orders to the bank directly in the system.


System independence thanks to Internet browser-based technology

The Portfolio Management System is 100% online. The end user accesses directly through his internet browser. This allows access from virtually anywhere and from all Internet-enabled devices. Furthermore, it allows us to easily provide new features and support you.


Cover of the customer onboarding process

With our CRM you get adapted to today's market demands software which guides you through the onboarding process of new customers. By administrating various document sets, you can generate and print a complete contract sheet during a customer call for background recording.
A pendingence list with notification system allows you to always be informed about the current status. The dynamic loading of questionnaires for the evaluation of the risk and investment profile allows a simple adaptation of the requirements.


100% developed and maintained in Switzerland

The asset management software is produced entirely in Switzerland. Your entire data - including the document archive - is stored safely in Switzerland and does not leave it. A Swiss headquarters allows us a fast reaction time and daily presence, so we can respond best to individual needs and requirements.

User Growth & Download Statistics

App
By:
midix.com ag
Downloads:
139
Version:
2.4.3 Last updated: 2026-05-28
Version code:
38
Creation date:
2019-09-06
Publisher country:
CH CH
Permissions:
  • android.permission.READ_EXTERNAL_STORAGE High risk
  • android.permission.WRITE_EXTERNAL_STORAGE High risk
  • android.permission.INTERNET Low risk
  • android.permission.VIBRATE Safe
  • com.midix.finance.DYNAMIC_RECEIVER_NOT_EXPORTED_PERMISSION
Size:
14.90MB
Email:
in*****@midix.com
URLs:
Website ,Privacy policy
Full description:
See detailed description
Source:
Google Play Store
Data ingested on:
2026-06-09
Compare stats and ranking:

Contact the developer

Chrome-Stats does not own this Android app. Please use these information below to contact the Android app developer.
Developed by:
midix.com ag
Google Play Store
https://play.google.com/store/apps/details?id=com.midix.finance
Email:
in*****@midix.com
Website:
https://www.midix.com

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