Transforming Investment Management: 5 new features

Are you ready for a digital-native investment experience? The latest Finmars release
introduces 5 groundbreaking features designed to make your investment
management smarter, safer, and more efficient:

1. Cryptocurrency Valuation

Track and report on all your assets in one place – from stocks and real estate to art
and antiques, now with the ability to value your cryptocurrency online through the
automatic upload of data from internal Finmars sources and external providers like
Bloomberg.

2. Secure Inner Vault

Centralize sensitive information like passwords and API keys with compliance-ready
encryption. Stay aligned with Swiss DPA and FADP standards.

3. Personal Access Tokens

Seamlessly integrate via REST API for secure, real-time platform access.

4. White-Label Solution

Tailor the Finmars interface to your brand with custom logos and corporate colors.

5. Online Documentation

Access step-by-step guides, API resources, and marketplace documentation – all in
one place.

What else?

We’ve also introduced new pricing models, advanced search functionality, UX/UI
updates, and performance enhancements. Finmars is paving the way for the digital-
native asset management and financial advisory experience.