Client analysis and sales tools

Core information and diagrams – more than just a financial planning tool
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The FinConPro

Client analysis and sales tools

The analysis, adapted to the different life stages, serves as a sales tool, a client protection method, and a way to ensure long-term client retention.
For the client, it is a decision-making aid, and for you
it is a sales tool, because the client will understand their situation and can be a part of the decision-making process. The more data you gather, the more precise the results will be.

  • You show your client their financial situation,
  • it is easy for them to understand, and
  • it forms the basis of your consulting.
  • Your company logo is visible on all documents.

At the same time, you will receive all the information you need to make the asset purchase easier, and achieve the required client protection and therefore obey the law.

The minimum requirements

for the suitability assessment


Do you just want to carry out the suitability assessment quickly and sell assets straight away?

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Fidleg express.

Be FIDLEG-compliant and ready to start your consultation in just 10 minutes

With just 17 entries in simple boxes, or in just under 10 minutes, you will receive an informative client analysis with diagrams.
The perfect starting point for effective investment advice.
Suitability assessment in accordance with FIDLEG

The visualized suitability assessment is complete

Income and wealth check:
  • Suitability assessment complete
  • Legally watertight recommendation of required investments and financial products
  • Wealth generation and tax optimization
  • Lifelong sales tool
  • Your company logo is visible on all documents
The FIDLEG requirements for a suitability assessment are met
  • Income
  • Wealth
  • Debt
  • Household budget
  • Client wishes
  • Investments
  • Risk profile, investment strategy, investment restrictions
  • Timeframe
  • Income development over time
  • Wealth development over time

Three

client analysis and sales tools, adapted to suit the different life stages


You want to provide your clients with even more comprehensive, lifelong advice? Simply enter more data and receive an electronic client dossier with all the planned measures. You now have all the information, inserts, and a roadmap for your client file, created using FinConPro. You can now provide advice specific to the client’s situation!

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20 to 45 years

Pension analysis

  • Risk analysis of the family situation
  • Coverage for those involved
  • Legally watertight recommendation of required financial products
  • Wealth generation and tax optimization
  • Lifelong sales assistance
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45 to 65 years

Pension preparation

  • Tax optimization with the highest possible tax saving
  • Pension fund optimization
  • Coverage for those involved
  • Pension planning (old-age and survivors’ insurance, pension fund)
  • Legally watertight recommendation of required financial products
  • Lifelong sales assistance
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65+ years

Pension support

  • Financial optimization of the final stage of life
  • Legally watertight recommendation of required financial products
  • Inheritance optimization: what can the client already pass on to their offspring?
  • Wealth consumption: how much can the client spend each month until the end of their life, without having financial difficulty?
  • Lifelong sales tool