ELAXY Finanzplanung – Features

Active investment advice
Using the ELAXY Finanzplanung, you can provide your customers with effective, cutting-edge advice on all matters relating to investment. This system software assists your customer advisors in strategic financial planning just as successfully as in overall asset management and ongoing asset optimization. ELAXY Finanzplanung allows you to cover the entire spectrum of your customers' needs, e.g. from call money and term money accounts through all types of securities, tax-optimized investments and real estate, to insurance and credit-financed investments.

The financial planning module offers a transparent, highly structured overview of customers' entire assets. When planning, it takes into account all types of assets, income, expenditure and liabilities as well as the legal framework. The software system identifies risks which could jeopardize future success, registers yield deficits which slow asset growth and clarifies the tax burden. Both the time horizon of the investments and their liquidity are included in the analysis.

Personal, private asset planning does not depend on the arrangement of a particular financial product, but rather is neutrally evaluated. In this way, the flexible program also enables third-party products to be integrated quickly and effortlessly.

Performance characteristics:
• Asset inventory, analysis and planning
• Liquidity analysis
• Risk analysis
• Development calculation with and without portfolio rebalancing
• Quantitative analysis tools
• Short- and long-term strategy comparisons
• Identification of asset potential and risks
• 'What if' scenarios for taxation and asset value
• Regular asset planning
• Graphics and reports
• and a lot more…