DialogFinance

The DialogFinance App provides quick and easy access to the customer portal of Dialog Vermögensmanagement GmbH and Dialog Dienstleistungen GmbH and thus provides an overview of consolidated customer portfolios including all fund units, shareholdings and bank accounts.

The access check takes place via your previous access data to the ServiceCenter. Your personal user ID and password can be obtained from your Dialog contact.

features:
- Consolidated balance sheet incl. All fund shares, insurance, investments and bank accounts
- Chat function (ticket system)
- 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
- Submission of order orders directly from the app, confirmation by password or digital signature
- Securities order can be entered directly in the app
- Sign contract documents digitally
- general security info
- Consultation talks directly via app with voice and video chat