FAQ

25. How can I track my portfolio automatically?

Quick Answer:
Use an integrated platform that connects to banks, brokers, and markets securely.


Learn More:
Manual tracking wastes time and causes errors. Findex connects to data providers via automatic, semi-automatic (tickers), or manual inputs — keeping your total portfolio updated in real time. The result is a single, live picture of your entire financial world.

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!