Partnerships

Strategic Synergy: Our partnership with Bits Technology

April 12, 2023
3 minute read

We are pleased to announce our partnership with Bits Technology, an innovator in customer and business identity solutions. Bits is a trusted player in the fintech industry, known for its innovative solution. Their expertise aligns perfectly with our mission to offer you an accessible and seamless digital private banking experience. Together, we will create a synergy that redefines what is possible in financial technology.

Why Bits Technology?

As our valued user, customer, or investor, you can look forward to a range of exciting benefits stemming from our partnership with Bits. This collaboration will strengthen our customer onboarding processes. Thanks to Bits' infrastructure, our customers can benefit from improved identity verification for both individuals and companies, as well as risk management and intuitive, simple AML & KYC/KYB across various markets. The synergy also enables us to focus on our core business and maintain speed and quality in product development. Exciting times are ahead!

What does this mean for you as a Findex user?

The partnership with Bits will simplify getting started with Findex. Through faster and more automated identity checks and business verifications, the process becomes both more secure and more efficient. The result? A smoother onboarding that allows users to focus on what matters most—securely building and growing their capital without unnecessary obstacles.

Stay Informed

To stay updated on the latest developments regarding our partnership with Bits Technology, be sure to visit our blog, subscribe to our newsletter, and follow us on LinkedIn. We will regularly share news, insights, and exciting updates related to this collaboration.

This partnership marks a significant step forward in our journey to offer you the most modern and user-centric private banking experience. We are enthusiastic about the possibilities it brings and are confident that it will enhance your experience with Findex as we realize the synergies with Bits moving forward.

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FAQ

Got questions about Findex?

If any questions are left unanswered by our FAQ, you can contact us and let us know what we can help you with.

What is Findex?

Findex is a modern and accessible private banking platform that enables investors to track, optimize and grow their networth, regardless of asset class. Through integrations, investors can automatically track their portfolio with all their assets and liabilities to always stay up to date.

Through partners, Findex can also present different capital opportunities to investors and companies using the platform, which enables the self serviced private banking experience.

What is Investor Relations?

Tracking progress in unlisted equities is usually a recurring pain point for investors and companies. Findex aims to make this process of tracking and managing this asset class just as seamless as tracking the rest of a diversified portfolio for an investor.

Through the Investor Relations module, Findex enables private companies to invite shareholders, where their company automatically gets added as an asset to their investors' portfolios. Companies can then easily manage share ledger, cap table, communication and data room, all in the platform where investors want to be.

How does Findex make money?

The commercial idea for Findex is to enable investors and other parties to connect. In other words, we make money by enabling unique and tailored opportunities for our users and their capital, on their terms. We do not sell data.

Findex is essentially a self serviced private banking platform that puts the investors needs in focus to help them grow their net worth based on their financial goals.

Is my data secure with Findex?

Your data is always secure with findex, we utilize secure third-party providers such as Auth0 and AWS. All your data is encrypted. You can read more on our security page.

Why should I use MyFindex?

Use MyFindex to seamlessly track and manage entire investment portfolio in one overview to stay organized, save time and focus on taking data-driven decisions by tracking total ROI.

If you are tired of administering all your documents (shareholder’s agreements, captables, and more) and always updating your portfolio spreadsheets, then findex is the tool for you. In addition to this you will gain access to quality deal flow.

How do I get started with MyFindex?

Start by signing up for early access and if you are selected, you will receive an email with instructions for logging in to your account.

Once we have our official release, everyone will be able to sign up organically and get started seamlessly!

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