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What is Winbiz?

Trustee Partners guarantee outstanding follow-up on your accounting through the innovative file-sharing features that Winbiz offers. Acting as resellers of Winbiz products and services, Winbiz Partners meet their clients' needs by providing a range of services, including software initiation, setup, and essential guidance for effective use of Winbiz. The expertise of Winbiz Specialists, who hold certifications that validate their proficiency with the software, empowers them to deliver thorough training and assistance. These specialists are adept at instructing users on Winbiz's advanced features and facilitating the installation and configuration of the program, ensuring a seamless experience right from the beginning. With their deep understanding of the software, Winbiz Specialists can tailor solutions to meet specific user requirements, enhancing the software's overall efficiency for each client. Their commitment to client satisfaction is further demonstrated by their ongoing support to maximize the benefits of Winbiz throughout its use.

What is Cube Platform?

The Cube Platform is a versatile, cloud-enabled web application that ensures comprehensive FIX order connectivity across various execution platforms and custodian banks or brokers, alongside robust risk and position management capabilities. With a user-friendly interface that allows for rapid configuration through a detailed user and role matrix, this application has been crafted by Cube Finance, a fintech enterprise based in Switzerland, drawing upon over two decades of expertise in order management, compliance, and risk oversight. A diverse array of institutional clients, including regulated entities like UCITS, fund management companies, independent and external asset managers, banks, brokers facilitating online trading in listed derivatives and cash instruments, as well as family offices, benefit from this service. The platform adheres to crucial regulations such as AML and KYC, in addition to meeting MIFID II requirements, ensuring compliance at every level. Developed by seasoned finance professionals in Switzerland, the Cube Platform also boasts support from a proficient team of financial and technology experts, all operating in line with GDPR standards. This multi-faceted support structure underlines Cube Finance's commitment to delivering exceptional service to its clients.

Media

Media

Integrations Supported

PrestaShop

Integrations Supported

PrestaShop

API Availability

Has API

API Availability

Has API

Pricing Information

72 CHF/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FIDUCIAL WINBIZ SA

Date Founded

1992

Company Location

Switzerland

Company Website

www.winbiz.ch/en/winbiz

Company Facts

Organization Name

Cube Finance

Date Founded

2011

Company Location

Switzerland

Company Website

www.cubefinance.swiss/

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Integrated Risk Management

Audit Management
Compliance Management
Dashboard
Disaster Recovery
IT Risk Management
Incident Management
Operational Risk Management
Risk Assessment
Safety Management
Vendor Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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