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FAQ
Product & features
A secure platform combining portfolio tracking, AI driven insights, data integrations, and private market access.
Does Findex work across different countries?
Can I use Findex without connecting accounts?
Is Findex suitable for long-term financial planning?
Does Findex replace spreadsheets?
Does Findex support private investments?
What are co-investments in Findex?
What can Midas AI help me with?
What is Midas AI in Findex?
Can I track assets across multiple banks and brokers?
What is the difference between automatic and manual tracking?
How does asset tracking work in Findex?
What types of assets can be tracked in Findex?
Does Findex provide investment advice?
Is Findex a bank or a broker?
What problems does Findex solve?
Who is Findex designed for?
What is Findex?
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