Financial Planning Software –

aixigo's Financial Planning Software enables financial service providers to continuously monitor and achieve customer goals that were defined in the financial plan! Complex framework conditions, such as tax or regulatory requirements, are solved in the background by means of strong algorithms. Moreover, our API-based software opens up completely new opportunities for an exclusive offer for the wealth management or private banking market.

aixigo's Financial Planning Software uses portfolio management methodologies and transforms the tedious service into an efficient service experience. Through regular monitoring, reporting and rebalancing, the customer is kept "on track" and can thus achieve his goals more easily.

Discover the possibilities of our Financial Planning Software – aixigo's financial coaches. These three financial coaches range from straightforward tracking to full service. All financial coaches offer the customer a continuous update - consumable in the timespan of a cup of coffee.

Become a financial coach for your customer by using aixigo's Financial Planning Software!

Financial coach 1: The scalable Goal Tracker

For customers who love straightforward solutions and need a nudge to become active.

  • Built on the financial planning approach of goal-based advice
  • Consideration of the customer's financial goals
  • Monitoring of the goal attainment
  • Reporting of the goal attainment
  • Multi-channel service due to API technology

 

Financial coach 2: The personal Savings Coach

For customers who want to have an update on their goal achievement and wish to make use of a rebalancing service.

  • Built on the financial planning approach of goal-based advice
  • Consideration of the customer's financial goals
  • Monitoring of the goal attainment
  • Automated and goal-oriented investments
  • Reporting of the goal attainment
  • Rebalancing service
  • Multi-channel service due to API technology

 

Financial coach 3: The exclusive CFO

For customers who like to know about the details and love high quality services. The scope of services provided by this financial coach can be customised.

  • Based on the principles of financial planning and portfolio management
  • Consideration of the customer's financial goals
  • Analysis of the customer's protection
  • Profound portfolio analysis based on relevant KPIs
  • Monitoring of the goal attainment
  • Reporting of the goal attainment
  • Optional rebalancing service
  • Multi-channel service due to API technology

Read our Thought Paper "Disrupt Financial Planning - How Financial Planning becomes a 365-day service".

This thought paper provides a critical examination of the challenges and problems of financial planning. You will also learn about the opportunities that technology opens up in this context.
 

Download Thought Paper

aixigo's Financial Planning Software will take your service offering to the next level!

Using portfolio management methods for permanent portfolio care -
monitoring, analysis, reporting and rebalancing for your new financial planning service.

Your benefits using aixigo's Financial Planning Software - The financial coaches