Personal Finance Platform

The Personal Finance Platform can be used as a smart 'My Environment' at financial institutions. This allows you to quickly offer a secure environment to your clients to unlock information, offer products, and where you can interact with your clients.

The platform also offers the option to employ various functional 'widgets'. These could include scenario calculations, the comparing, requesting, and mutating of insurances, or the orientation on and calculation of mortgages.

Personal Finance Software

The Personal Finance Platform can be used as a consumer platform. It offers consumers a central location for their financial situation by offering an overview and to help understand which options they may have.

By analysing the information about a consumer and by utilising the available financial knowledge, it can, for example, be determined that an insurance that is due to expire may be offered at a lower price, or that an end-date of the fixed-interest period of a mortgage (or the loan part) is drawing near.