New and improved online pension consulting
With FinConPro
CREATE QUICK AND EASY FINANCIAL PLANS AND PENSION ANALYSES FOR YOUR INSURANCE CUSTOMERS

FinConPro is the very first FIDLEG-compliant software solution for comprehensive risk and pension consulting. Ideal for insurance brokers and advisors.

More time, more revenue, more opportunities: FinConPro is the leading integrated web app for scenario-based pension and financial risk consulting (including the cross-selling of insurance and pension products) based on life stages and events. Use 40 events in the life of your customers to increase your value – and that of your customers. Enter customer data once and immediately use it everywhere. Increase the quality of your conversations with customers.

the solution for a
comprehensive, customer-driven consulting approach

CREATE QUICK AND EASY FINANCIAL PLANS AND PENSION ANALYSES FOR YOUR INSURANCE CUSTOMERS

FinConPro is the very first FIDLEG-compliant software solution for comprehensive risk and pension consulting. Ideal for insurance brokers and advisors.

More time, more revenue, more opportunities: FinConPro is the leading integrated web app for scenario-based pension and financial risk consulting (including the cross-selling of insurance and pension products) based on life stages and events. Use 40 events in the life of your customers to increase your value – and that of your customers. Enter customer data once and immediately use it everywhere. Increase the quality of your conversations with customers.

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 INSURANCE BROKERS AND ADVISORS

Customize your use of FinConPro:

Fidleg express
The quick start

FinConPro lets you create pension analyses online – quickly, cost-effectively, and securely.

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

Make your consulting 100% compliant and generate more revenue.

Expert solutions
For top sellers

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 financial risk and pension consulting.

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 insurance brokers and advisors: with FinConPro, you can proactively offer your customers a suitable risk protection or pension solution for each event.

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

    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, risk coverage, 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.
    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.
    Register now for the free informational event

    FinConPro: Comprehensive online financial risk and pension 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-pensioncockpit /customeraccess
    • APIinterface
    • …and much more.
    More than “just” CRM

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

    • Ideal for insurance companies of all sizes.
    • 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 pension 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

    Data and archives stored in a certified Swiss data center – or on your server

    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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