Oxyfinz
Oxyfinz is a wealth data platform that gives family offices, wealth advisors, and private banks consolidated portfolio visibility, analytics, and reporting across all asset classes. The platform aggregates data from multiple entities into a single view, enabling detailed performance analysis and streamlined reporting for complex wealth structures. It offers flexible pricing plans tailored to the needs of growing wealth teams.
- Financial Technology
- Data & Analytics
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Family offices, wealth advisors, and private banks managing complex, multi-entity portfolios often struggle with fragmented data across various asset classes and custodians. This fragmentation makes it difficult to achieve a consolidated view of total wealth, hinders accurate performance analysis, and creates inefficiencies in generating client-ready reports.
Solution
Oxyfinz provides a wealth data platform that consolidates portfolio data from multiple entities into a single, unified view. The platform delivers comprehensive analytics and reporting capabilities across every asset class, enabling wealth professionals to perform detailed performance analysis and streamline their reporting workflows. By centralizing data, Oxyfinz helps wealth teams gain clarity and make more informed decisions for their clients.
Target Audience
Primary customers are family offices, wealth advisors, and private banks that require consolidated portfolio visibility and reporting across complex, multi-entity investment structures.
Features
- Single-pane-of-glass portfolio view consolidating data across multiple entities and asset classes
- Comprehensive performance analytics and attribution tools for in-depth portfolio evaluation
- Streamlined, automated reporting workflows designed for complex wealth structures
- Flexible, tiered pricing plans tailored to the needs of growing wealth teams
- Institutional-grade reporting and portfolio infrastructure, also offered to smaller advisory firms through a regional SME initiative