ŠO Finance

ŠO Finance

About this app

The ŠO Finance application will help you keep all your financial products, contracts and important documents in one place. You no longer have to search through emails or archive paper documents, everything is safely available whenever you need it.

The application connects clients with their financial advisor and makes it easier to manage mortgages, insurance, investments and other contracts. It also offers space to store your own documents and events, so you can have not only finances but also other important information in one place.

Main functions of the application:
• Product overview – mortgages, insurance, investments and other contracts
• Warnings and notifications – reminders of contract anniversaries and important dates
• Calendar connection – save important dates to your calendar with one click
• Custom bookmarks – create your own sections for documents according to your needs
• Product editing – the ability to add or edit product information
• Income and expense records – a clear balance sheet
• Tips and recommendations – current news and advice on how to get the most out of your products
• Secure communication with an advisor – easily receive recommendations or necessary documents

Why ŠO Finance?
Our goal is to make life easier for everyone who wants to be sure that they always have the correct and up-to-date information about their mortgage, insurance or investment. In addition, you can add, for example, a lease agreement, energy supplier, mobile service provider, etc., and thus regularly record monthly income and expenses.

ŠO Finance makes it easier for you to manage your finances and important documents. Thanks to a clear environment, you will always have everything you need at hand and your financial life under control.

What’s new

• Synchronizace smluv do kalendáře ŠO Finance podle skutečných dat.
• Vlastní kategorie produktů (včetně Ostatní) a přehlednější nástěnka.
• Snazší přidávání produktů a plateb.
• Vylepšení notifikací a drobné opravy stability.