FINVISORY

FINVISORY is the quick and easy mobile access to the FinanceCloud for René Harders customers. Access provides an overview of consolidated customer custody accounts including all fund shares, investments and bank accounts.
The access check is based on your previous access data. You will receive your personal user ID and password from your advisor.

Features:
- Consolidated overview of assets including all fund shares, insurance, investments and bank accounts
- Chat function (ticket system)
- 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
- Submission of orders directly via the app, confirmation by password or digital signature
- Securities orders can be recorded directly in the app
- Digitally sign contract documents
- general securities info
- Consultations directly via the app with voice and video chat