step by app

TecKonzept GmbH

About this app

Manage all your finances in one place with the step by app!

Whether it's bank accounts, investment portfolios, insurance policies, or loans, with the step by app, you can access and manage your financial products centrally and from anywhere.

Keep track of your income and expenses, identify your savings potential, and plan your budgets with our smart services.

In addition to our advisory services, the step by app offers a professional and digital framework for your finances.

Highlights at a glance:

- All bank accounts, investment portfolios, insurance policies, and loans in one app
- Consolidated overview of all contracts
- Detailed insight into all portfolios with comprehensive analysis and presentation options
- Full control over income, expenses, contracts, and subscriptions

- Secure and direct communication channel to us

- No more paper clutter thanks to a secure document archive for all contract documents

- Easily sign documents with an e-signature
- All data is protected on German servers

What’s new

Link-Handling verbessert (App-, Telefon- & E-Mail-Links)