FinanzAdmin

FinanzAdmin is fast and easy mobile access to the broker service center for customers and cooperation partners of FinanzAdmin. It provides a quick overview of consolidated customer deposits including all fund shares, insurance policies, equity investments and bank accounts (for customers 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)
- 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