FAQ

20. How do family offices manage reporting for multiple generations?

Quick Answer:
Use custom dashboards segmented by roles and ownership.


Learn More:
Different generations want different insights — overview for elders, detail for managers. Findex supports tailored dashboards per user, giving each generation the clarity they need without compromising privacy.

Sign up for Early Access!

Experience the future of self serviced private banking.

Thank you! We've added you to the early access list. We'll get back to you if you're selected!
Oops! Something went wrong while submitting the form. Try again
No payment information required!