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Beraterassistent is a German software tool aimed at financial advisors. It provides consultation and calculation software featuring animated, interactive charts for visualizing complex financial and tax topics during client meetings. The platform includes an automated customer portal that allows advisors to share branded, interactive presentations with clients via a personal link. It also offers model calculations comparing different products, such as a basic plan versus an ETF-Police, over a defined timeline. The service is currently offered as a beta access to financial advisors.
- Website
- beraterassistent.de
- Categories
- Computer software