Get up-to-date information every day! Decide for yourself when you want to take a look at the development of your finances.

The data is consolidated on a daily basis and presented in a graphically appealing way. In this way, you can find all the important information about your finances and our cooperation at a glance.

We give you specific investment recommendations, arrange certain investments and – if authorized by you – take over the management of the assets with investment funds. In the process, we constantly compare your investment goals with those set in the financial planning phase and make adjustments as necessary.