FinConPro has been developed for future FIDLEG-compliant investment advising and asset management. It focuses on customer protection and consulting security.
FinConPro is the ideal tool for consultants who are looking for
The entire consulting process is supported digitally.
Your consultant’s time is once again the client’s time.
1. Consultant cockpit/dashboard
2. Contacts/client management
3. Activities
4. Calendar
5. Correspondence
6. Document creation
7. Document archiving
8. Products
9. Contracts
10. Commission
11. Fee calculation
12. Fast data entry
13. Client analysis and sales tools
14. Pension analysis
15. Pension preparation
16. Pension support
17. Invoicing
18. Income and wealth check
19. Electronic pension cockpit
20. Client files
21. Letters
22. Regular mail
23. Mail
24. Newsletter
25. Letter templates
26. Access to office packages
27. Support
28. Data transfer
29. Statistics/reporting
30. Information about the company
31. Questionnaires
32. Risk profile
33. Consultation log
34. Seminars/events
35. Money flows for own products
36. Money flows for third-party products
37. Registration with authorities
38. Contract templates
39. Requirements analysis
40. Interfaces with banks and core systems such as Avaloq and Finova