With the "Advisor in the App" application, you can simplify the management of your finances. You always have all contracts and documents at hand in one place - whether you negotiate them with your financial advisor or upload them to the application yourself.
You can easily view and sign documents from your advisor all at once - with one glance at your phone or by placing your finger on the reader (without copying SMS codes).
You will see a clear overview of your income, expenses and assets in one place, in a clear and human way.
If you invest, you will get a detailed view of your portfolio across investment companies.
Your data is safe - access to the application is protected by a fingerprint or Face ID
You can use the application on multiple devices at once - on a tablet from the comfort of your home and on your mobile phone when you are on the go.
We are constantly developing the application based on the experience of advisors and their clients to be a useful assistant in the world of finance - for you and your advisor, who can offer you better and faster service thanks to it.