Angebote

Ihre Finanzberatungs Business Software: FinConPro

Configure your needs and your price


You only pay for what you use

600 CHF

p.a./User

Consultant cockpit


  • Consultant cockpit

  • Fast data entry​

  • Client analysis​

  • Contacts​

  • Activities​

  • Calendar​

  • Correspondence

  • Documents

  • Products

  • Contracts

Up to 100 GB of storage is available per user license. Additional storage can be added for CHF 100 per 100 GB.

Client-Analyses
Analysis depending on life phasepay per use ​(per Unit)
FIDLEG express.33 CHF
Pension analysis99 CHF
​Pension preparation490 CHF
Pension support190 CHF

You pay a maximum of CHF 6,600 for your client analyses per financial planner.

Modules
Client-ModulesPer year and client
Electronic pension cockpit: client access144 CHF
User-ModulesPer yeas and user
Commissions150 CHF
Invoices150 CHF
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Start your new era!

Creation of client analyses and files

  • Analysis
  • Suitability assessment
  • Roadmap of planned measures
  • Recommended financial products
Your opportunities for more revenue
  • Fee for client analysis and files
  • Opportunities for more financial products
  • Asset management fee (passive income)

Lifelong continuation!
Periodical adjustment of the client file

Analysis
Suitability assessment
Roadmap of planned measures
Recommended financial products
Your opportunities for more revenue
Fee for client analysis and files
Opportunities for more financial products
Asset management fee (passive income)

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All-round worry-free package

  • Analysis
  • Suitability assessment
  • Roadmap of planned measures
  • Recommended financial products
Your opportunities for more revenue
  • Fee for the adjustment of the client file
  • Opportunities for more financial products
  • Asset management fee (passive income)