New and improved online
PENSION, INVESTMENT & FINANCIAL CONSULTING
with FINCONPRO

Discover the FinConPro financial coaching with FinConPro

All consulting steps, analyses, and plans are 100% compliant with the new Swiss Financial Services Act (FIDLEG).

More time, more revenue, more opportunities: FinConPro is the leading integrated web app for scenario-based financial and investment consulting (including cross-selling) based on life stages and events. Use 40 events in the life of your customers to increase your value – and that of your customers. Combine online and face-to-face financial consulting.

the solution for a
comprehensive, customer-driven consulting approach

Discover the FinConPro financial coaching with FinConPro

All consulting steps, analyses, and plans are 100% compliant with the new Swiss Financial Services Act (FIDLEG).

More time, more revenue, more opportunities: FinConPro is the leading integrated web app for scenario-based financial and investment consulting (including cross-selling) based on life stages and events. Use 40 events in the life of your customers to increase your value – and that of your customers. Combine online and face-to-face financial consulting.

the solution for a
comprehensive, customer-driven consulting approach

Try the full range of features for free
Ingo Gröber
Groban GmbH, Waldstatt AR

“We use FinConPro successfully for tax advice and problem solving in companies and in the private sector.”

Johnny Dalrio
IDEA Conseils, Neuenburg NE

“The software was thought out down to the smallest detail and developed with passion. Holistic and very compact. Just great!”

Norbert Döring
Smart Business Solutions AG, Glattfelden ZH

“Since I’ve been using FinConPro, I’ve had more time for my customers and I’ve seen steady sales growth.”

Erich Leuenberger
Leuenberger Treuhand GmbH, Degersheim SG

“FinConPro has fascinated me from the start. The business software is versatile and very efficient.”

The efficient, digital Swiss toolbox

for financial advisors, consultants, asset managers, and pension specialists

Customize your use of FinConPro:

Fidleg express
The quick start

FinConPro lets you create pension and financial analyses (legally required adequacy and suitability tests) online – quickly, cost-effectively, and securely.

Ready in minutes, these analyses allow you to sell insurance and pension products while complying with the rules of FIDLEG.

Make your consulting 100% compliant and generate more revenue.

Expert solutions
For top consultants

Use FinConPro to produce personalized customer analyses for the pension preparation stage (45-65 years) and pension support stage (65+ years).

Create customer analyses and sales aids adapted to each life stage.

Instantly generate opportunities for more revenue.

Try Fidleg Express and Expert Solutions free of charge
The comprehensive solution
For lifelong consulting
All-in-one suite
CRM included

The complete, FIDLEG-compliant solution for integrated consulting, asset management, and financial planning.

With CRM, admin, agenda, to-do lists, analyses & sales aids, pension & investment products, reporting, office integration.

All-in-one suite
Try FinConPro for free today

    How new and improved
    online consulting works

    FinConPro customer analyses and FIDLEG express financial & pension analyses are sleek, professional, and extremely useful documents prepared in the image of your brand.They are the basis for integrated financial consulting with FinConPro.Use them to build your consulting strategy.

    Don’t think in terms of individual consulting sessions – become a financial lifestyle coach and advise your customers for the rest of their lives. With our Life Stage Plus approach, your consulting will be based on 40 events in the lives of your customers. The VVK Group has been using this approach for decades, with much efficiency and success.

    Each event (e.g., marriage, birth of a child, new job, purchase of property, etc.) is an opportunity for financial advisors: with FinConPro, you can proactively offer your customers a suitable investment, risk protection, or pension solution for each event.

    Develop existing customer relationships and use FinConPro to boost sales and cross-selling opportunities for your business. Bonus: You’ll have more time for new leads (learn more in this blog post).

    MORE INCOME
    With FIDLEG express, you'll be ready for your next sale in just 10 minutes.

    Quickly create the financial analyses (adequacy and suitability tests) required by the new Swiss Financial Services Act (FIDLEG) in a few easy steps – even on your smartphone or tablet. Only with FinConPro, the cross-selling generator.
    MORE OPPORTUNITIES
    Accompany customers throughout their entire lives with the Life Stage Plus approach.

    Tailor-made software: personalized customer analyses with charts for the prevention stage (20-45 years), pension preparation stage (45-65 years), and pension support stage (65+ years). Assets, risk protection, and pension plans displayed clearly and succinctly, on a single page.
    MORE TIME
    Finally free up time for customer meetings and acquisition thanks to the digital assistant.

    Everything is included: CRM, admin, to-do lists, analyses & sales aids, pension & investment products, reporting, office integration. Can also be used as modular and pay-per-use software. Shift the focus away from prep work – and back on your customers.
    Register now for the free informational event

    FinConPro: Comprehensive online financial consulting = More revenue

    FINCONPRO Features
    WHAT YOU GET
    • CRM
    • dashboard
    • FIDLEG express
      (suitability test, pension analysis)
    • Expert analyses
      (pension preparation, pension support)
    • Contacts
    • Products
    • Contracts
    • Calendar
    • Correspondence
    • Mail
    • Newsletter
    • Reporting
    • Commissions
    • Fees
    • E-pension cockpit/customer access
    • APIinterface
    • …and much more.

    Enhanced FIDLEG compliance:
    Data and archives are stored in a certified Swiss data center – or on your server
    .

    More than “just” CRM

    Thanks to its modular design, FinConPro always adapts to your needs.

    • Ideal for independent financial advisors, SMEs, and large companies.
    • Secure, web-based access at home, in the office, or while visiting customers.
    • Discover our tried and tested Life Stage Plus consulting model. Redefine your consulting strategy with FinConPro, use all tools and features in one central location, and generate more revenue.
    • Or start with customer analyses and FIDLEG express (suitability test). Upgrade later for more features. You only pay for what you use.

    Do you already have a CRM system or financial planning tool? With EasyChange, we make it easy to switch to integrated financial consulting. Our FinCon experts help secure your data migration and facilitate your use of the interface.

    EASY TO USE

    FinConPro is a genuine Swiss innovation from Teufen in the Canton of Appenzell Ausserrhoden. The software was developed by FinConTec AG, a company that specializes in digital applications for financial intermediaries.

    • A result of 20+ years of financial and pension consulting experience and expertise at the VVK Group.
    • Built using practical know-how and a passion for efficient and reliable solutions.
    • Quick and easy to set up and use.
    • Eliminates the need for duplicate data entry and tedious switching between multiple applications. All tools and features available at all times, from anywhere.
    • Outstanding performance and integrated customer analyses for generating more opportunities and revenue.

    Get started with FinConPro today and experience new and improved online financial consulting.

    Fair PRICES

    Do you want to only pay for what you use? If so, then FinConPro is for you.

    Choose the integrated, all-in-one solution with a consulting cockpit, all features, numerous advantages, optional modules, and analyses.

    Or pay as you go with FIDLEG express (financial and pension analyses) and individual customer analyses. You can purchase additional features or modules at any time.

    Guaranteed:

    • No hidden costs
    • No start-up or installation costs
    • Online introduction orwebinar included
    • Backups, updates, and basic support included

    Web-based business software, perfect for home and mobile office use

    Guaranteed security for customers and 100% compliant consulting

    Intuitive dashboard

    For your customers: Online­-access to personal pension and asset reports

    Got a question?

    Our FinCon experts can help.

    Discover the advantages of FinConPro for:
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