Finance-App: A Comprehensive Financial Management Tool
Finance-App is a mobile application designed for customers and advisors looking for a fast and easy way to access the Maklerservicecenter. The app provides an overview of consolidated customer portfolios, including all fund shares, insurance policies, investments, and bank accounts (for customers and advisors), as well as relevant customer data (for advisors). The app requires login credentials provided by the advisor.
The app offers a range of features, including a consolidated asset overview, a chat function (tickets system), creating new insurance policies, uploading insurance documents, checking the current portfolio status, factsheets for individual funds, including performance metrics, profit and loss, and asset allocation. Additionally, the app provides an overview of previous transactions, portfolio performance, and composition, current market reports, realized gains, and year-to-date performance. Users can also access information on savings and withdrawal plans, digitally sign PDF documents, submit order requests directly through the app, and sign contract documents digitally. The app also allows users to capture securities orders, general securities information, report insurance claims, and conduct advisory meetings through voice and video chat.
Overall, Finance-App is an excellent financial management tool for customers and advisors, offering a comprehensive range of features and functionalities.
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