Solutions

Technology across critical financial operations
Portfolio Management

Cube PMS
Multi-asset portfolio management platform

Finva Port
AI-powered portfolio management reporting tool
Compliance

Finva AML
AI-powered AML and transaction monitoring system

VCA
AI-powered compliance assistant for monitoring and controls.
Risk Management

Cube Risk
Market risk management platform for listed derivatives

Cube Pre-Trade
Standalone engine for replicating margin calculations for listed derivatives
Cube Platform
Portfolio management at the core, with integrated reporting, risk and investment controls.
Industries

Solutions built for every type of financial institution

EAM
Technology solutions for external asset managers to streamline portfolio operations, client servicing and regulatory compliance.

Family Office
Integrated tools to manage complex wealth structures, reporting requirements and multi-generational investment oversight.

Banks
Modernize investment operations, strengthen controls and improve efficiency across portfolio, compliance and risk workflows.

UCITS ManCo
Purpose-built technology to support fund oversight, regulatory monitoring and operational governance for UCITS management companies.

Capital Markets
Scalable solutions for trading, risk monitoring and investment compliance in fast-moving and highly regulated market environments.
Technology that adapts to your business model
CubeFinance supports asset managers, family offices, banks and capital markets firms with integrated solutions for portfolio management, compliance and risk oversight.
About
Insights

Cube Finance Develops the New Chatbot for the City of Mendrisio

Cube Finance has developed the new chatbot for the City of Mendrisio, now available directly from the homepage of the municipality’s official website. The project was designed to support citizens and visitors in accessing information and municipal services through a digital tool capable of assisting with the search for content, procedures, opening hours, contact details, […]