Adviesbox
Adviesbox provides optimal support for financial advisors with customizable features, mortgage and tax calculations, and extensive product information.
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Description
Adviesbox, developed by Intersoftware since 1995, is a premier advisory software tailored for financial advisors, banks, and insurers. Designed to support financial advice and mediation, it has received multiple accolades for its effectiveness in the financial market.
This software offers a comprehensive suite of features including:
- Customizable Adviesbox Platform: Tailor the software to meet specific advisory concepts, enhancing the relevance and effectiveness of financial advice.
- Extensive Product Information: Access a wide range of financial products, helping advisors to provide informed recommendations to their clients.
- Mortgage and Tax Calculations: Built-in tools for accurate mortgage and tax calculations streamline the advising process, making it easier for financial professionals to deliver precise information.
Adviesbox emphasizes collaboration with product providers and partners to continuously improve its offerings and streamline the advisory process. This commitment to innovation and customization ensures that financial advisors have the tools they need to succeed.
Features
Customizable Platform
The Adviesbox Platform can be tailored to fit specific advisory concepts and organizational needs.
Comprehensive Product Information
Access detailed information on a variety of financial products to enhance the advisory process.
Mortgage and Tax Calculations
Integrated calculation tools to assist advisors in providing accurate financial advice.
Tags
Documentation & Support
- Documentation
- Support
- Updates
- Online Support