# Finup AG — Portfolio management app

> Finance app for professionals to manage portfolios, report to clients, and gain market insights. (iPhone/iPad app by Zield GmbH.)

- Source: https://appshunter.io/ios/app/finup-ag/id1593621351 (this page in markdown: same URL + `.md`)
- Developer: [Zield GmbH](https://appshunter.io/developer/1593621353)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.1 · 25 MB
- Languages: English
- Released: 2022-03-15
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/finup-ag/id1593621351/reviews.md

## What is Finup AG?

Welcome to Finup — built by finance professionals, for finance professionals.

Finup AG is a dynamic and forward-thinking company based in Zurich, Switzerland. Founded in 2022 by a team of experienced asset managers, Finup began as an internal tool and quickly evolved into a cutting-edge platform aimed at transforming the Swiss financial asset management industry.

Our App offers a robust suite of features designed to simplify and enhance the way investment portfolios are managed, evaluated, and presented — delivering real-time data, strategic insights, and seamless communication between relationship managers and clients.

Why teams choose Finup

4x Faster Client Reporting
Save up to 80% of time spent on reporting tasks — reducing administrative hours and saving each year.

White-label Digital Experience
Launch customized client-facing solutions in just 4–8 weeks and avoid costs associated with building custom apps from scratch.

AI-powered Market Intelligence
Automate client communications and cut down analyst time on market updates by 60–70%, ensuring clients stay informed without added workload.

Client Personalization at Scale
Double client satisfaction through tailored insights and portfolio views — without doubling your team's efforts.

Minimal IT Burden, Maximum Flexibility
Avoid integration costs with smart, low-touch connectivity to your existing PMS/CRM systems.

Key Features of the Finup App

Market News
Stay informed with real-time updates that matter. Avoid surprises and stay ahead of market trends with timely, relevant news alerts.

Portfolio Intelligence
Access and monitor a variety of investment portfolios — including real client accounts and model portfolios like "Global Balanced" or "US Equity." View ranked lists of positions to analyze performance clearly and efficiently through intuitive data visualizations.

Secure Communication
Confidential, real-time messaging between clients and relationship managers. Stay connected with a compliant, fraud-resistant business chat built to foster responsive, professional relationships.

At Finup, we combine technology, expertise, and practical understanding to deliver a future-ready platform for modern asset management.

Finup AG – Accelerating Finance. Empowering Professionals.

## Key features

- Real-time client reporting
- AI-powered market intelligence
- Secure client communication
- Portfolio monitoring
- White-label digital experience
- Market news updates

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/finup-ag/id1593621351/reviews.md

### 5/5 — Great portfolio tracker

*2025-06-04*

Helps me follow the news, gives me live updates

## Frequently asked questions about Finup AG

### What is Finup AG?

Finup AG is a finance app built by finance professionals for finance professionals. It offers a robust suite of features designed to simplify and enhance investment portfolio management, evaluation, and client presentation.

### How does Finup AG improve client reporting?

Finup AG can make client reporting up to 4x faster, saving teams up to 80% of time spent on reporting tasks. This significantly reduces administrative hours and frees up valuable time each year.

### Does Finup AG offer AI capabilities?

Yes, Finup AG features AI-powered market intelligence. This helps automate client communications and can cut down analyst time on market updates by 60-70%, ensuring clients stay informed.

### What kind of portfolio intelligence does Finup AG provide?

Finup AG allows users to access and monitor various investment portfolios, including real client accounts and model portfolios. It provides ranked lists of positions and intuitive data visualizations for clear performance analysis.

### Is communication within Finup AG secure?

Yes, Finup AG offers secure, real-time messaging between clients and relationship managers. It is a compliant, fraud-resistant business chat designed for responsive and professional interactions.

### What devices is Finup AG available on?

Finup AG is available on iPhone, iPad, and iPod. It is designed for iOS devices.

### How often is Finup AG updated?

The latest version of Finup AG is 2.0, and it was last updated on June 4, 2025. This indicates a commitment to regular updates and improvements.

### Does Finup AG have ads?

Finup AG does not contain advertisements. As indicated by the 'hasAds' flag being false, users can expect an ad-free experience.

## Version history (last 4 releases)

### 2.0 — 2025-06-04

- Major Design Overhaul
Enjoy a refreshed, modern interface for faster navigation and a smoother user experience.

- Market News Integration
Stay ahead with real-time market updates directly in the app.

- New Data Provider Integrations
Access richer, more accurate portfolio data with enhanced third-party data connectivity.

Update now to experience the improved Finup app — smarter, faster, and more powerful than ever.

### 1.2 — 2024-05-31

New corporate design, and upgraded user experience.

### 1.1 — 2022-10-10

In version 1.1 we have redesigned the user interface, making it way simpler to create and edit tasks, added visualizations to portfolio compositions, enhanced the sharing extension for documents and many other smaller edits and fixes.

- Added a home screen for easier navigation
- Redesigned the App menu, and task controls, simplified task creation
- Many little adjustments to the overall user interface of the App

We hope you enjoy our new release and look forward to your feedback.

### 1.0 — 2022-03-15

No release notes.

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## More apps by Zield GmbH

- [Cierge](https://appshunter.io/ios/app/cierge/id1635906661)
- [Astero Cap](https://appshunter.io/ios/app/astero-cap/id6477941144)
- [Harbour](https://appshunter.io/ios/app/harbour/id6477941247)
- [FinUp Signals](https://appshunter.io/ios/app/finup-signals/id6759387647)
- [Astero Falcon](https://appshunter.io/ios/app/astero-falcon/id6762270215)

All apps by Zield GmbH: https://appshunter.io/developer/1593621353

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*