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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Cube Platform is a web-based, flexible, cloud-ready application that offers full FIX order connectivity with multiple execution venues and/or custodian bank or brokers, as well as complete risk and position management. Rapid configuration is possible thanks to the full user / role matrix. Cube Finance, a Swiss fintech company, developed this app following our 20+ years of experience in order management, compliance and risk management. A wide range of institutional clients use this service, including regulated (UCITS), fund companies, indipendent/external asset managers, banks and brokers that offer online trading in listed derivatives, cash instruments, and family offices. Conforms to AML / KYC regulations as well as MIFIDII specifications. This was developed in Switzerland by senior finance professionals. Financial-fluent and senior technology staff in Switzerland provide support (GDPR compliant).

Description

Trustee Partners ensure exceptional follow-up on your accounting through the file-sharing capabilities provided by Winbiz. As resellers of Winbiz products and services, Winbiz Partners cater to their clientele by offering various services, including software initiation, setup, and foundational guidance on utilizing Winbiz effectively. The qualification of Winbiz Specialists, who possess a certification confirming their expertise in the software, enables them to provide comprehensive training and support. These specialists are well-equipped to educate users on the advanced functionalities of Winbiz and assist with the program’s installation and configuration, ensuring a smooth user experience from the outset. With their extensive knowledge, Winbiz Specialists can also address specific user needs and optimize the software's performance for each client.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

PrestaShop

Integrations

PrestaShop

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

72 CHF/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cube Finance

Founded

2011

Country

Switzerland

Website

www.cubefinance.swiss/

Vendor Details

Company Name

FIDUCIAL WINBIZ SA

Founded

1992

Country

Switzerland

Website

www.winbiz.ch/en/winbiz

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Integrated Risk Management

Audit Management
Compliance Management
Dashboard
Disaster Recovery
IT Risk Management
Incident Management
Operational Risk Management
Risk Assessment
Safety Management
Vendor Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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