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How to navigate your statements

We provide our clients with regular statements on quarterly basis. To help you navigate them quickly, here is how to read the statements that you will...

Investment academy

High fees are one of your biggest expenses

If your bank or your portfolio manager issued an invoice on tens of thousands of euros, you would think, that it must be some kind of a bad joke. It m...

Our process

How Does the Intelligent Annuity Work?

Introducing the most anticipated Finax innovation of 2019! Our regular withdrawal plan lets you enjoy the fruits of your hard-earned savings over the...

Our results

inPZU vs. Finax Intelligent Investing

PZU is one of the biggest financial institution in CEE region with almost 200 years of history and is Poland's biggest and oldest insurance company. L...

Our process

Why Do We Rebalance Our Portfolios?

Finax was among the first players who introduced automated regular rebalancing to the Central-European markets. What does this term mean, and how can...