Client advice made easy

Private Banking

Infinancials enhances wealth management professionals' role in the equity investment process

  • Providing quick access to key information on investment opportunities
  • Enabling smarter client communication with the factsheet

Key Capabilities for Private Banking

Company Data

Stock Screening
High-quality data and analytics on 80,000 publicly listed companies worldwide Powerful multi-criteria search tool with hundreds of screening criteria

GPRV Analysis

Factsheet
Unique patented scoring system providing an instant evaluation of a stock's attractiveness Summary in PDF format of a stock’s comparative analysis

Client testimonials

« Infinancials adds value to my daily work, especially the GPRV chart... »
More. « Infinancials adds value to my daily work, especially the GPRV chart and the comparative tables that provide an instant summary of the critical information I am looking for. This is very useful when you are on the phone with a customer. »

Mr. Luc LEVAN, Vice-President, Banque Franck Galland & Cie

They choose Infinancials

Private Banking Clients