FinConPro’s highly automated financial consulting software eliminates the additional overheads arising from FIDLEG:
FinConPro automates and combines the tasks of a CRM tool, a financial planning tool and office solutions in one business software product. Thanks to the personalised consultant cockpit, you will receive an optimal overview for you and your tasks!It is also your digital assistant:
FinConPro – more time for acquisition and client consultations.
We will accompany and support you every step of the way.
Test FinConPro with all functions and options free for 30 days! You will also receive training and the full support of our team.
Based on how you find FinConPro during the test period, you will know what subscription you want to choose, or we will put together an individual solution with you.
No matter what system you use today, our team will ensure smooth data migration, training, and support.
FinConTec develops financial consulting technologies to enhance competitiveness and client protection, and develop the relationship between clients and consultants.
“My heart beats for the reputation and strengthening of financial consulting.
The needs of the end clients and honesty when giving them advice, as well as the protection of sensitive data, are paramount.
The end clients will have a basis on which to make their decisions, and the consultants are free from time-consuming activities, enabling them to devote their time to the valuable, sustainable care of their clients.
The consultant’s time is once again the client’s time.“
Founder Willy Graf, lic. iur. HSG, more than 25 years spent in financial consulting.