START YOUR OWN
ONLINE HEDGE FUND

FINEXFOLIO is an asset management platform that enables every trader or asset manager to start their own hedge fund.

Quick launch
Your hedge fund will be instantly created online.

No huge investments
You don’t have any infrastructural costs.

On your own terms
Introduce investors to your own brand.

YOUR OWN PLATFORM TO START AN ASSET MANAGEMENT BUSINESS

Purchasing the platform licence you get your own copy of the platform to set up on your domain. You don’t depend on the broker or any other service provider.

The platform automates all the functions of a traditional hedge fund: accounting, reporting, onboarding investors and others. You focus on trading and the platform does the rest.

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ALL THE ROUTINE IS AUTOMATED

Fast investor subscription

Investors can subscribe to your investment proposals without even contacting you. The platform will guide them through the subscription process.

Automated fee payment

The platform automatically calculates all the fees and transfers them from investor accounts to your account. Thus, you’ll get guaranteed remuneration.

Transparent reporting

Both you and your investors receive reports about the trading transactions and money transfers. This gives you full control over your accounts.

Risk management system

The platform has two separate risk management systems for you and your investors so that your trading accounts are protected from unplanned losses.

Regulatory compliance

To start your own hedge fund you only need an asset management licence. If you don’t have one, you can get the regulatory cover after the due diligence procedure.

The platform contains templates of legal documents you may need for your asset management business. All of them are approved by lawyers. However, you can modify them based on your needs.

CHOOSE THE SUITABLE BUSINESS MODEL BASED ON YOUR BUSINESS STRATEGY

MANAGED ACCOUNTS

Suitable for managing several individual investor accounts with substantial deposits. It allows you to negotiate individual terms and conditions with every investor.

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Hedge fund

Suitable for managing an unlimited number of investors regardless of their deposit amounts. In this business model you work with all your investors on standard terms.

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Compare business models

3 types
of automated fees

You can charge 3 types of fees for your services: performance, management and subscription fees. Depending on your business model you can combine fees or set different fees for investors with different deposit amounts.

All the fees are calculated and transferred to your account automatically.

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INVESTMENT PROPOSALS BASED ON YOUR TRADING HISTORY

As soon as you’ve uploaded your trading history, the platform will automatically generate an investment proposal. The proposals are designed to show the benefits of your trading strategy in the most attractive way and disclose the risks and terms.

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IMMEDIATE INVESTOR SUBSCRIPTION

Investors can subscribe to your investment proposals on their own, without contacting you. The platform will guide them during the onboarding process.

All trading operations, the statistical and analytical data are updated on the investor's account in real time, so he'll have full control over it.

Upon the first subscription to your investment proposal, the investor will have to pass a compliance test. It guarantees that the investor is fully aware of the potential risk. If the investor stays, he'll have to pass the test annually.

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Two risk management systems

The platform has two separate risk management systems: for you and for your investors. So that you can set the risk limits independently from each other. You set the loss limit for the day, and your investors set profit and loss limits for their whole account.

One one hand, it lets you strictly follow your trading strategy. On the other hand, it lets investors feel secure as they have full control over their funds.

Trader's daily loss limit
on
Profitability with a risk control system
Profitability without risk control system

RELIABLE PRIME BROKER TO SERVICE YOUR HEDGE FUND

The platform is integrated with Admirals as the prime broker that services all the accounts.

Currently Admirals offers:

  • Liquidity to 8000+ instruments: stocks, ETFs, CFDs, Forex, bonds, commodities and many more.
  • Market order execution.
  • Customer support in over 100 countries in 16 languages.
  • Regulated broker.
  • All funds are secured.
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RELIABILITY AND SECURITY

The funds of your investors are kept on their personal brokerage accounts so that nobody except the investor would have access to them. It provides your investors the necessary protection from any possible fraud.

As an asset manager you have the right to execute orders on the accounts of your investors and receive fees for your services. Just like in a traditional hedge fund.

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Pricing

We offer three packages for asset managers with different amounts of of assets under management (AuM). There is a certain amount of yearly AuM included in the license fee of every package. As soon as your yearly AuM exceeds the set amount, you pay a certain percentage of the excessive sum.

You start paying for the platform only after your first investor subscribes to your investment proposal.In case we need to make a text liner to our three price packages.

Starter

As soon as you AuM exceeds 1,990 € included in the package, you'll be charged 1% of the surplus sum.

19.90 €
minimum license fee per month
1%
of yearly AuM
1,990 €
AuM included in minimum fee

Business

As soon as you AuM exceeds 159,866 € included in the package, you'll be charged 0.75% of the surplus sum.

99.90 €
minimum license fee per month
0.75%
of yearly AuM
159,866 €
AuM included in minimum fee

Professional

As soon as you AuM exceeds 359,800 € included in the package, you'll be charged 0.5% of the surplus sum.

149.90 €
minimum license fee per month
0.5%
of yearly AuM
359,800 €
AuM included in minimum fee

Starter

As soon as you AuM exceeds 1,990 € included in the package, you'll be charged 1% of the surplus sum.

214 € 238 €
min license fee per year
1%
of yearly AuM
1,990 €
AuM included in minimum fee

Business

As soon as you AuM exceeds 159,866 € included in the package, you'll be charged 0.75% of the surplus sum.

1,079 € 1,199 €
min license fee per year
0.75%
of yearly AuM
159,866 €
AuM included in minimum fee

Professional

As soon as you AuM exceeds 359,800 € included in the package, you'll be charged 0.5% of the surplus sum.

1,619 € 1,799 €
min license fee per year
0.5%
of yearly AuM
359,800 €
AuM included in minimum fee

COMFORT AND TRANSPARENCY FOR YOUR INVESTORS in their personal web interface

In the asset management business relationships are based on trust. It’s important to show your investors that their funds are safe with you. FINEXFOLIO platform will help you provide them with the sense of security.

In a user-friendly interface investors can get an overview of their account: account statement, performance reports, trading transactions, analytics, fee payments. They don’t need to use a trading terminal.

Funds kept on investor account

Investors’ funds are kept on their personal brokerage accounts. They can control them in the broker’s trader’s room or directly in the platform’s web interface.

Chat with the asset manager

The platform has an in-built chat so that investors could contact you directly with any questions or issues.

Transparent reporting in real time

Investors can view reports on all the trading activities on their accounts as well as monetary transactions in real time.

Separate risk management system

Investors may set separate profit and loss limits if they would like to take less risk than the investment proposal implies.

Get a demo platform

Have a look at the features of the platform in a demo environment.

START YOUR OWN
ONLINE HEDGE FUND

Starting a classic hedge fund takes huge investments, a lot of time and effort. FINEXFOLIO platform enables you to start your own online hedge fund with one click.

Quick launch

Pass the KYC procedure and connect your brokerage account — the hedge fund is ready.

No huge investments

You don’t need to invest millions into platform development and maintenance. It’s on us.

Your own brand

Your logo, your design, your clients, your domain. There are no intermediaries in your hedge fund.

On your terms

You set the terms and conditions for your investors without any external limitations.

Automated routine

Accounting, reporting, payments, investor subscription — the platform does it for you.

Fully regulated

You can work with your own asset management licence or use the regulatory cover.

Reviews by our clients

We are especially glad that we found FINEXFOLIO, because it solved a lot of our problems. With other solutions, there were always difficulties that the contract size could not be customised for each client. With our investment platform from FINEXFOLIO, these problems are a thing of the past and we can finally focus on trading and customer service.

Through automation, we don't have to worry about administrative matters such as calculating and invoicing management or performance fees, because this all happens automatically in the background.

Finally, we can offer our clients an individual and simple service. With a platform where they can track their investments in real-time or invest in new products.

Loris Nussbaumer, Founder of ND Capital

FAQ

  • How to become an asset manager?
    • To become an asset manager, get a demo-platform by clicking the "Get demo platform" button.

      Then you'll receive two e-mails: from the broker and from FINEXWARE. In the FINEXWARE e-mail you'll find the login and password to the online office.

      Submit your data and trading strategy in the online office to get the live platform license. We'll check the information you submitted. If everything is fine, your license will appear in the online office shortly.

      When the license is issued, you'll have to open a brokerage account and connect it to the platform. Thereafter you can publish your investment proposals and let your investors subscribe.
  • How can an investor subscribe to an investment proposal?
    • To subscribe to your investment proposal, the investor has to open a brokerage account and register in your platform. After logging in to the platform the investor should click the "Invest" button in the investment proposal of his choice.
  • What fees can the asset manager receive?
    • The asset manager can set the fees himself.

      Performance fee: up to 50%.
      Management fee: up to 5% of AuM (Assets under Management).
      Subscription fee: up to 500$.
  • How to open a brokerage account?
    • After having got the demo platform, you'll receive two e-mails: from FINEXWARE and from the prime broker of your choice. To work with FINEXFOLIO, you'll have to open an account with that prime broker.

      Follow the instructions in the broker's e-mail.
  • How to deposit or withdraw funds?
    • You can deposit or withdraw funds in the broker's Trader's Room.
  • Could the asset manager also be an IB affiliate at the same time?
    • No, as it’s a conflict of interest. The asset manager can only receive performance, management and subscription fees, while the IB gets his standard remuneration.
  • Where is the investment capital kept?
    • All the investors' funds are kept on their personal brokerage accounts. As an asset manager you are entitled to manage these funds but you cannot transfer them between accounts.

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