etops Financial Planner
Advisory and Analysis Software for Financial Service Providers
Increase your success with etops Financial Planner. The powerful, data-driven analysis and consulting solution, developed from over 20 years of experience at FinanzPortal24 and now integrated into the Etops Group as etops Financial Planner. Benefit from an intuitive interface and comprehensive features that help you optimize decisions, simplify workflows, and offer your clients real added value.
Optimized Processes
Seamless data interfaces with pool and CRM systems allow advisors to focus on what matters most: their clients.
Informed Decisions
Automated and visualized client data help advisors identify opportunities and risks instantly and provide validated recommendations; the client information shows all potentials.
Delight Clients
Comprehensive client advisory with clear visualizations and processes builds trust and strengthens client loyalty.
You will be forwarded to our daughter company Finanz Portal 24
Financial Analysis According to DIN 77230
Determine your clients’ financial situation with just a few clicks. From household budgets and pension analyses to biometric risks, everything is structured and visualized. The ideal foundation for any well-informed consultation.
Retirement Planning & Pension Gap Analysis
Provide occasion-based advice with a visualized retirement plan that clients can easily understand and comprehend. Includes statutory pension information, coverage gaps, tier classification, private vs. public health insurance, and a detailed pension overview for more “aha” moments and successful conversions.
Investment Strategy & Wealth Overview
Offer your customers a systematic explanation of the advantages of a unit-linked investment, supported by modern visualization and clear representations, for greater clarity and decision-making security.
Biometric Risks & Protection Solutions
Analyze the protection of your customers in the event of occupational disability, accident, death and need for care. With well-founded needs analyses, visualized gaps and suggestions for suitable solutions, you will lead to the conclusion unerringly.
Subsidy Calculator
Take advantage of the range of government subsidies: Riester, basic pension, company pension with net salary optimization. With integrated subsidy calculators and tax-optimised contribution calculations, you can identify potential and show customers at a glance how they can make more of their money.
Finance-Self-Check & Digital Client Acquisition
Automate the initial analysis: With the Self-Check, your clients enter key data themselves, securely, in a GDPR-compliant manner, and optimized for mobile via chat logic. Perfect for lead generation, prequalification, and efficient consultation preparation.
Free E-Learning Courses
To make your onboarding with our tools as easy and efficient as possible, we offer you exclusive free e-learning courses. These online courses cover the main packages of the etops Financial Planner and are designed to equip you with the knowledge and skills to fully unlock the potential of the etops Financial Planner.
What are the advantages of online financial advice?
Online financial advice enables flexible, independent advice and automated needs assessment. It promotes premium customer relationships and standardized advisory processes.
Do I have to cancel the free trial version?
The trial version offered is non-binding and is not automatically extended. At the end of the trial period, the user decides whether they wish to purchase the product!
What payment options are available?
In the online shop, you can conveniently pay monthly or annually by SEPA direct debit.
Is it possible to change the packages after purchase?
Yes, you can upgrade your existing packages via the license and user management in FinanzPlaner Online. Please note any price and discount changes that may occur.
Are there free e-learning courses and webinars?
Yes, under the Academy tab in your FinanzPlaner Online, you will find our free introductory courses. As a user, you will receive invitations to webinars and online consultant coffees.
Tilman Hesse
Martin Röder
Philipp von Wartburg
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