Finance-App

FinanceApp is fast and easy mobile access to the broker service center for customers and consultants. It provides an overview of consolidated customer custody accounts including all fund shares, insurance policies, equity investments and bank accounts (for clients and consultants) as well as relevant customer data (for consultants).

The access check takes place via your previous access data to the MSC or to the depot inspection. Your personal user ID and password will be provided by your advisor.

features:
- Consolidated balance sheet incl. All fund shares, insurance, investments and bank accounts
- Chat function (ticket system)
- Create new insurance
- Upload of insurance documents
- Query the current depot inventory
- Factsheets for the individual funds including performance, risk-return, key figures, profit & loss, asset allocation
- Overview of past transactions
- Display of the performance of your deposits
- 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 order orders directly from the app, confirmation by password or digital signature
- Sign contract documents digitally
- Securities order can be entered directly in the app
- general security info
- Insurance claims
- Consultation talks directly via app with voice and video chat