FinqUP

AI Powered Digital Office
for Asset Management

From Biometric Onboarding and Wallet to fully

Automated Customer Service

Transform your retail fund with AI-powered efficiency

Front & Back Automation

Onboarding, complience, accounting, sales, marketing and customer engagement.all handled by AI.

Process Optimization

Improve operations by automating manuel workflows across departments to improve effectivness and efficency

Security & Compliance

Enterprise-grade security protocols, full regulatory compliance, and comprehensive audit trails for every interaction

bridge the digital gap

All Your Services – One Intuitive App

Your customers can access everything on the move and make informed decisions with a tap.

Portfolio Monitoring

Real-Time Dashboard with Asset Allocation Charts

GDPR, eIDAS 2.0 & ISO Compliance

Qualified E-Signatures, ID/Document Scanning, Facial Recognition & Liveness Scanning

Modular and Personalized Mobile App.

Smart product listing and monitoring, built-in simulators, user gamification and reward system.

Wallet for Card Transactions.

Handle transactions and set up recurring payments with ease.

Asset Management & Insurance Digital Office

AI-Powered All-In-One Digital Experience

Offer your customers a modern, unified experience where they can manage insurance policies, explore investment opportunities, and access personalized advice—all in one place. Our platform streamlines onboarding, ensures compliance, and leverages cutting-edge AI to deliver smarter, faster, and safer financial services.

Ready to Revolutionize Your Fund?

Take the next step in your digital journey

Digital front-office made simple. Discover how our AI-enhanced technology can take your digital operations to the next level.

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