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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,041 companies indexed · Last updated: today
DirectoryIT & CommunicationSoftware DevelopmentZurichmidix.com ag
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midix.com ag

Summary

About the company

The core activity of midix.com AG is the development and provision of a portfolio management system (PMS) for banks and financial institutions. The system offers features such as digital signature, risk management and onboarding, and enables customers to efficiently manage their portfolios.

AI-generated
Offering

Products & services

Industry:Software Development
✓ Offered7
Portfolio Management System (PMS)
Portfolio Management System for wealth management, securities and investment management with multi-bank view, automatic data import, risk monitoring, reporting and rebalancing.
KYC & Onboarding
KYC for identification, risk assessment and monitoring of leads, as well as onboarding with information and document capture, goal and risk definition, and a digital signature.
Internal Control System (ICS)
Digital control system with control areas, sub-areas and control tasks, status and risk overview, and a management summary as a PDF report.
CRM & Ticketing
CRM for customers, leads, contacts and powers of attorney with task and ticket management, onboarding support, customer history and customer access to the dashboard.
AI-Driven Portfolio Analysis
Portfolio analysis with artificial intelligence for market, risk and performance data, intelligent asset allocation and automated reporting.
Fund Management
Fund management with mirroring of custodian bank and fund accounting data, daily reconciliation, subscriptions and redemptions, accrual calculations and NAV determination.
Mobile App
Mobile app with portfolio view for customers and asset managers, including access to positions and transactions, and management of the document archive.
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Location

Weinbergstrasse 47
8006 Zurich

At a glance

Legal form
Corporation
UID
CHE-105.341.609
Founded
1999 · 27 years
Last commercial register change
April 21, 2021
Employees
1 to 10

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