dieFinanz

The app dieFinanz is the quick and easy mobile access to the FinanceCloud for customers of Jörg Neuburger. Access provides an overview of consolidated customer custody accounts including all fund shares, insurance policies, participations and bank accounts.
The access check is based on your previous access data. You will receive your personal user ID and password from your consultant.
Features:
- Consolidated overview of assets including all fund shares, insurance, investments and bank accounts
- Chat function (ticket system)
- Creation of new insurances
- Upload of insurance documents
- Query of the current depot balance
- Factsheets on the individual funds including performance, return risk, key figures, profit and loss, asset allocation
- Overview of previous transactions
- Display of the performance of your portfolios
- Display of the composition of your portfolio
- Current market report
- Realized gains and annual performance
- Overview of savings and withdrawal plans
- Digital signature in any PDF document
- Submission of orders directly via the app, confirmation by password or digital signature
- Digitally sign contract documents
- Securities orders can be recorded directly in the app
- general securities info
- Damage reports for insurance companies
- Consultations directly via the app with voice and video chat