FiplaPro_mobile_en

MAX’ CUSTOMER PROTECTION

MAX’ CONSULTING SECURITY

by fulfilling the requested behavioural obligations: information obligation, transparency and due diligence, as well as documentation and accountability obligations, FiplaPro® Finanzwerkzeuge not only protect your customers better, but also you and the consulting decisions you make. 

Your customers get:
  • Insight and an overview of all documents and investments, as well as correspondence and activities
  • The ability to better understand the consultation process and to jointly make decisions
As a consultant, you:
  • fulfil the required procedural obligations
  • have an overview of your customers and investments
  • Regular additional revenue from a fee-based, support subscription that is managed by mobile services

Further solutions

Maximum customer protection through 100% transparency