Vermögensplanung

    BRAIN FORCE Asset Planning - Investment counselling made easy

 

With BRAIN FORCE Asset Planning banks, brokers and free-lance financial consultants can provide perfect advice to their clients in terms of financing, real estate, asset planning, asset structuring and liquidity planning. Take advantage of the cross-sector support and the cross-selling potential: For example, you may switch directly from liquidity planning to financing for credit support or to pension plan optimising.
 
Legal security
 
The software ensures that the risk assessment, in accordance with the Securities Trading Act, is performed jointly with the client. Brokers and free-lance financial consultants are required by the EU Insurance Mediation Directive to document certain parts of the consultation, and this is also implemented by BRAIN FORCE Asset Planning.
 
Optimum process support
 
Firstly, the desired form of asset planning or financing is determined. If the customer plans to acquire real estate, the monthly financial burden will be determined as a first step. To optimise the asset structure, the software provides interactive graphics with drag and drop functionality to precisely identify the personal objectives of the client. The products of the existing portfolio are easily imported with the click of a button. What is more, using BRAIN FORCE Asset Planning you are able to react immediately to changing market conditions such as revised loan conditions for real estate. With BRAIN FORCE, a short time to market becomes reality.
 
Analysis and consultation jointly with the client
 
A range of solutions may be varied and compared. For real estate financing and liquidity planning, interactive graphics are available. Using drag and drop, various financial objectives are defined such as a new car, a journey or real estate. During asset structure optimisation, as-is and to-be situations are visualised and compared. BRAIN FORCE Asset Planning thereby ideallysupports the sales process.
 
High level of client satisfaction
 
For asset development, all major calculation variations are supported. For financing, the relevant loan types are available. Concerning asset structure optimisation, certain products may be excluded. Examples are personally used real estate, existing life insurances or pension funds for old-age provision. This gives sustainable customer satisfaction.