Finanzberater | Navigating Complexity with Confidence

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Dazu benötigen sie ein robustes, konformes und skalierbares zentrales Investmentportfolio, präzise Fondsdaten sowie integrierte Tools und Dienstleistungen. </p> <p>Wir können Finanzberater dabei unterstützen, effizienter zu arbeiten, Vorschriften einzuhalten, ihren Kunden fundierte Entscheidungen zu ermöglichen, Risiken effektiv zu managen und ihren Kunden einen besseren Service zu bieten.</p> <p>Der Financial Advice Hub bietet einen Rahmen für eine zielorientierte Finanzplanung mit erstklassigen Technologien, Integrationen und Investmentlösungen, die einen einfacheren, produktiveren und effizienteren Finanzplanungsprozess ermöglichen. </p> </div> </div> </div> <div class="c-buttongroup mt-10"> <a href="#" class="c-button c-button--primary" data-modal="ac3cb5b2-8494-4a34-ba5d-6d9d7437accc" x-data="modal"> Kontaktieren Sie uns <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="ac3cb5b2-8494-4a34-ba5d-6d9d7437accc" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/fk3mv1hm/adviser-popup-form-banner.svg?quality=90&v=1da85e6a35e00b0" alt="Contact us" class="" width="760" height="126" loading="lazy" /> </div> <div class="c-block c-embed " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 md:col-span-6 lg:col-span-7"> <div class="c-intro"> </div> </div> <div class="col-span-12 c-form md:col-span-6 lg:col-span-5" > <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ region: "na1", portalId: "445778", formId: "eac7ff78-b0c0-41e6-9d9c-7cdb7086a7a4", sfdcCampaignId: "701R5000005FBtBIAW" }); </script> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="col-span-12 md:col-span-6"> <ul class="b-features__list"> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7.5 7H7C4.23858 7 2 9.23858 2 12C2 14.7614 4.23858 17 7 17H9C11.7614 17 14 14.7614 14 12M16.5 17H17C19.7614 17 22 14.7614 22 12C22 9.23858 19.7614 7 17 7H15C12.2386 7 10 9.23858 10 12" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Vernetzter, effizienter Beratungsprozess </h3> <div class="c-richtext b-features__item-text"> <p>Mit unseren vernetzten Software-, Integrations- und Investitionsdiensten können Sie genau auf die Technologien und die Software zugreifen, die Sie verwenden möchten. Wir bieten Ihnen einen unkomplizierten und skalierbaren Finanzplanungsprozess, der Sie bei der Einhaltung regulatorischer Vorschriften unterstützt und Ihnen Zeit spart, damit Sie sich auf die bestmögliche Betreuung Ihrer Kunden und das Wachstum Ihres Kerngeschäfts konzentrieren können.</p> <p>Ihr Anlageerfolg ist unsere Priorität. Seit über 25 Jahren stellen wir Ihnen die Tools und Daten zur Verfügung, die Sie benötigen, um Ihren Kunden fundierte Anlageentscheidungen zu ermöglichen. </p> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M2.49954 9H21.4995M9.99954 3L7.99954 9L11.9995 20.5L15.9995 9L13.9995 3M12.6141 20.2625L21.5727 9.51215C21.7246 9.32995 21.8005 9.23885 21.8295 9.13717C21.8551 9.04751 21.8551 8.95249 21.8295 8.86283C21.8005 8.76114 21.7246 8.67005 21.5727 8.48785L17.2394 3.28785C17.1512 3.18204 17.1072 3.12914 17.0531 3.09111C17.0052 3.05741 16.9518 3.03238 16.8953 3.01717C16.8314 3 16.7626 3 16.6248 3H7.37424C7.2365 3 7.16764 3 7.10382 3.01717C7.04728 3.03238 6.99385 3.05741 6.94596 3.09111C6.89192 3.12914 6.84783 3.18204 6.75966 3.28785L2.42633 8.48785C2.2745 8.67004 2.19858 8.76114 2.16957 8.86283C2.144 8.95249 2.144 9.04751 2.16957 9.13716C2.19858 9.23885 2.2745 9.32995 2.42633 9.51215L11.385 20.2625C11.596 20.5158 11.7015 20.6424 11.8279 20.6886C11.9387 20.7291 12.0603 20.7291 12.1712 20.6886C12.2975 20.6424 12.4031 20.5158 12.6141 20.2625Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Goldene Datenquelle, präzise Daten </h3> <div class="c-richtext b-features__item-text"> <p class="Paragraph SCXW254047500 BCX8">Daten sind das Herz unserer Arbeit. Von personen- und finanzbezogenen Kundendaten über Fonds- und Investmentfondsdaten bis hin zur Berichterstattung – wir ermöglichen einen sicheren und nahtlosen Datenfluss zwischen Systemen, damit Sie das notwendige Research und die notwendigen Analysen durchführen können, um die richtigen Empfehlungen zu geben, und sich darauf verlassen können, dass alle Daten zugänglich und präzise sind. </p> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M16 21V19.8C16 18.1198 16 17.2798 15.673 16.638C15.3854 16.0735 14.9265 15.6146 14.362 15.327C13.7202 15 12.8802 15 11.2 15H6.8C5.11984 15 4.27976 15 3.63803 15.327C3.07354 15.6146 2.6146 16.0735 2.32698 16.638C2 17.2798 2 18.1198 2 19.8V21M16 6L18 8L22 4M12.5 7.5C12.5 9.433 10.933 11 9 11C7.067 11 5.5 9.433 5.5 7.5C5.5 5.567 7.067 4 9 4C10.933 4 12.5 5.567 12.5 7.5Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Risikomanagement und Erfüllung vom Kundenerwartungen </h3> <div class="c-richtext b-features__item-text"> <p class="Paragraph SCXW71616437 BCX8">Von einfachen, visuellen Tools und ansprechenden Berichten bis hin zu risikogesteuerten Portfolios – unsere Lösung stellt Ihre Kunden in den Mittelpunkt. Sie bietet Ihnen alles, was Sie brauchen, um Ihre Kunden in den Beratungsprozess einzubinden, ihnen die richtigen Anlagen für ihre Ziele zu empfehlen und ihnen einen erstklassigen Service und eine erstklassige Kommunikation zu bieten. </p> </div> </div> </li> </ul> </div> </div> </div> </section><section class="c-block b-solutions" id=""> <div class="container"> <div class="c-intro c-intro--centered"> <p class="c-intro__label">MERKMALE UND VORTEILE</p> <h2 class="c-intro__headline">Entdecken Sie die Stärken unseres Financial Advice Hub und unsere Best-of-Breed-Lösungen</h2> <p class="c-intro__text">Profitieren Sie von unseren Technologien und Services und schaffen Sie einen unkomplizierteren, produktiveren und leistungsfähigeren Finanzplanungsprozess.</p> </div> <div class="mt-8 md:mt-16" x-data="tabs"> <select class="b-solutions__select" x-model="active"> <option value="0"> Financial Advice Hub </option> <option value="1"> Kundenakquise und laufende Kundenbetreuung </option> <option value="2"> Finanzplanung </option> <option value="3"> Investment-Research </option> <option value="4"> Verwaltete Portfolios </option> </select> <div class="b-solutions__tabs"> <button class="b-solutions__tab" x-on:click="setActive(0)" x-bind:class="active == 0 && 'active'"> Financial Advice Hub </button> <button class="b-solutions__tab" x-on:click="setActive(1)" x-bind:class="active == 1 && 'active'"> Kundenakquise und laufende Kundenbetreuung </button> <button class="b-solutions__tab" x-on:click="setActive(2)" x-bind:class="active == 2 && 'active'"> Finanzplanung </button> <button class="b-solutions__tab" x-on:click="setActive(3)" x-bind:class="active == 3 && 'active'"> Investment-Research </button> <button class="b-solutions__tab" x-on:click="setActive(4)" x-bind:class="active == 4 && 'active'"> Verwaltete Portfolios </button> </div> <div class="b-solutions__content" x-show="active == 0"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Financial Advice Hub </h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>Der Financial Advice Hub bietet einen Rahmen für eine zielorientierte Finanzplanung mit erstklassigen Technologien, Integrationen und Investitionslösungen. </p> <p>Der Financial Advice Hub befindet sich zwischen Ihrem Back-Office und der gewählten Plattform und stellt Ihnen alle Tools zur Verfügung, die Sie für die Beratung Ihrer Kundinnen und Kunden benötigen. So können Sie Kunden gewinnen und binden, Finanzpläne erstellen, Anlagealternativen analysieren und in verwaltete Portfolios investieren. </p> </div> <div class="c-buttongroup mt-8"> <a href="#" class="c-button c-button--primary" data-modal="1e264d93-18fc-452e-9457-13554ca08ae1" x-data="modal"> Kontaktieren Sie uns <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="1e264d93-18fc-452e-9457-13554ca08ae1" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/fk3mv1hm/adviser-popup-form-banner.svg?quality=90&v=1da85e6a35e00b0" alt="Contact us" class="" width="760" height="126" loading="lazy" /> </div> <div class="c-block c-embed " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 md:col-span-6 lg:col-span-7"> <div class="c-intro"> </div> </div> <div class="col-span-12 c-form md:col-span-6 lg:col-span-5" > <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ region: "na1", portalId: "445778", formId: "eac7ff78-b0c0-41e6-9d9c-7cdb7086a7a4", sfdcCampaignId: "701R5000005FBtBIAW" }); 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</script> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Kundenfreundliche Schnittstelle</li> <li>sichere Kommunikation</li> <li>Zeit- und Kostenersparnis</li> <li>verbesserter Kundenservice</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 2"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Finanzplanung</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p class="Paragraph SCXW166414354 BCX8">Mit dem landesweit führenden Cash-Flow-Modellierer und den Finanzplanungstools können Sie optisch ansprechende Cash-Flow-Pläne erstellen, die die finanzielle Situation Ihrer Kunden anschaulich darstellen. Dank unserer großen Auswahl an Tools und Berechnungsmodellen können Sie Ihre Pläne Stresstests unterziehen und sicherstellen, dass sie den Anforderungen Ihrer Kunden entsprechen.</p> </div> <div class="c-buttongroup mt-8"> <a href="#" class="c-button c-button--primary" data-modal="87eff935-dc84-4df4-82e4-27af62411d2f" x-data="modal"> Kontaktieren Sie uns <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="87eff935-dc84-4df4-82e4-27af62411d2f" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/fk3mv1hm/adviser-popup-form-banner.svg?quality=90&v=1da85e6a35e00b0" alt="Contact us" class="" width="760" height="126" loading="lazy" /> </div> <div class="c-block c-embed " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 md:col-span-6 lg:col-span-7"> <div class="c-intro"> </div> </div> <div class="col-span-12 c-form md:col-span-6 lg:col-span-5" > <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ region: "na1", portalId: "445778", formId: "eac7ff78-b0c0-41e6-9d9c-7cdb7086a7a4", sfdcCampaignId: "701R5000005FBtBIAW" }); </script> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Visuell ansprechend</li> <li>umfassende Finanzplanungstools</li> <li>Integration von Drittanbietern</li> <li>Einhaltung gesetzlicher Vorschriften</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 3"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Investment-Research</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>Wir unterstützen den Anlageprozess Ihres Unternehmens durch die Bereitstellung unübertroffener marktweiter Anlagedaten in Verbindung mit einer Reihe fortschrittlicher Modellierungs-, Analyse-, Berichts- und Präsentationstools. </p> <p>FE Analytics ist das Herzstück vieler zentralisierter Anlageangebote von Beratern und dient als One-Stop-Shopping-Tool für Ihr gesamtes Investment-Research und die Analyse, den Portfolioaufbau, die Due Diligence und die laufende Überwachung. Das heißt, Sie haben mehr Zeit, sich auf Ihre Kunden zu konzentrieren, weil Sie wissen, dass Ihre Due Diligence abgeschlossen ist.  </p> </div> <div class="c-buttongroup mt-8"> <a href="#" class="c-button c-button--primary" data-modal="aef51fbd-ca33-4690-9adb-999a29780654" x-data="modal"> Kontaktieren Sie uns <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="aef51fbd-ca33-4690-9adb-999a29780654" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/fk3mv1hm/adviser-popup-form-banner.svg?quality=90&v=1da85e6a35e00b0" alt="Contact us" class="" width="760" height="126" loading="lazy" /> </div> <div class="c-block c-embed " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 md:col-span-6 lg:col-span-7"> <div class="c-intro"> </div> </div> <div class="col-span-12 c-form md:col-span-6 lg:col-span-5" > <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ region: "na1", portalId: "445778", formId: "eac7ff78-b0c0-41e6-9d9c-7cdb7086a7a4", sfdcCampaignId: "701R5000005FBtBIAW" }); </script> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Golden Source-Daten und -Dokumente</li> <li>Research für einzelne Fonds und Portfolios</li> <li>Werthaltigkeitsnachweise</li> <li>individuelle Berichterstattung</li> <li>Compliance</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 4"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Verwaltete Portfolios</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p class="Paragraph SCXW148364269 BCX8">Unsere Model Portfolio Services basieren auf unserer Erfahrung als führender Anbieter von präzisen Finanzinformationen, intelligenter Software und Anlageexpertise. Unsere Lösungen, kombiniert mit der jahrzehntelangen Erfahrung unseres preisgekrönten Investmentteams, unterstützen Sie bei der Lösung Ihrer Probleme und ermöglichen es Ihnen, sich auf die Bereitstellung erstklassiger Finanzberatung zu konzentrieren. </p> </div> <div class="c-buttongroup mt-8"> <a href="#" class="c-button c-button--primary" data-modal="d54ec26c-82ca-4f5b-a21b-273e713ccac0" x-data="modal"> Kontaktieren Sie uns <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="d54ec26c-82ca-4f5b-a21b-273e713ccac0" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" 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