Finance-App
By soscomp
FinanceApp is the quick and easy cellular access to the broker service center for customers and advisors. It provides an overview of consolidated customer accounts including all fund shares, insurances, participations and bank accounts (for customers and advisors) as well as relevant customer data (for advisors). to view the deposit. You will receive your personal user ID and password from your advisor.
Functions:
- Consolidated asset overview including all fund shares, insurances, investments and bank accounts
- Chat function (Ticket system)
- Creation of new insurances
- Upload of insurance documents
- Query of the current portfolio
- Factsheets for the individual Fund including performance, risk of return, key figures, loss of profit, asset allocation
- Overview of previous transactions
- Display of the performance of your portfolios
- Display of the composition of your Depot
- Current market report
- Realized profits and annual performance
- Overview of savings and withdrawal plans
- Digital signature in any PDF Documents
- Submission of orders directly via the app, confirmation by password or digital signature
- Digitally sign contract documents
- Securities order can be entered directly in the app
- General securities information
- Claims reports for insurance companies
- Consultations directly via the app with voice and video chat
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