• Savings Solution

    Savings Solution

  • Screenshot Savings 2

  • Screenshot Savings

  • Screen Target Savings

Target Group: Customers, who are not invested but interested in returns

Objective: Start from Cash Accounts 

Transaction: Affiliate recommendations

Classical Features:

  • Account Aggregation
  • Cash Accounts PI
  • Savings Rules
  • Savings Forecast
  • Target Savings
  • Asset Allocation
  • Order Execution

Can be transferred into a managed portfolio.

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