AL-Finanzen

AL-Finanz is the quick and easy mobile access to the FinanceCloud for customers of AL Finanzkonzepte GmbH. The access offers an overview of consolidated customer accounts including all fund shares, participations and bank accounts.
The access check is carried out using your previous access data. You will receive your personal user ID and password from your advisor.

Functions:
- Consolidated overview of assets including all fund shares, insurances, participations and bank accounts
- Chat function (ticket system)
- Query of the current portfolio
- Factsheets on the individual funds including performance, risk-return, key figures, profit & loss, 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
- Submission of order orders directly via the app, confirmation by password or digital signature
- Securities order can be entered directly in the app
- Sign contract documents digitally
- general securities information
- Consultations directly via the app with voice and video chat