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AdvisorOS – Vorsorgesimulator

AdvisorOS – Vorsorgesimulator

Rentenlücke live berechnen

0 ratings
2 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • July 17, 2026
  • September 7, 2026

Features

Developer

Martin Petow
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ipad
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About

Calculate a client's retirement gap in under 60 seconds with this financial analysis tool. It handles various client types and offers solutions, presenting results in a branded PDF report.

✓Live retirement gap calculation
✓Supports various client types
✓Expert mode for detailed analysis
✓Compare financial solutions
✓Branded PDF reports
✓Calculate disability gaps
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What's New in AdvisorOS

1.8.0

September 7, 2026

Ein neues Kartensystem für alle Simulationen: Jede Karte trägt jetzt einen abgesetzten Kopf mit Titel und Untertitel – ruhiger, klarer, auf jeder Seite gleich. Erklärungen sitzen in Infopunkten direkt am Feld, statt als Text unter den Eingaben. Altersvorsorgedepot 2027: Die Kinderzulagen enden mit dem 25. Lebensjahr jedes Kindes – Anzahl und Alter lassen sich jetzt je Kind erfassen. GGF-Versorgung: „Netto gegen netto" stellt den echten Nettoeinsatz der GmbH nach Körperschaft-, Solidaritäts- und Gewerbesteuer der Nettoauszahlung gegenüber. Auf dem iPhone: Balken und Kennzahlen neu gesetzt, Scrollen über die volle Höhe in bAV, GGF und der Steuern-&-Abgaben-Simulation. Dazu viele Detailverbesserungen in Darstellung und Rechenwerken.

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User reviews

Most RecentHighest RatedLowest Rated

10/10

AdvisorOS macht Vorsorgeberatung so einfach wie noch nie. Durch die bildliche Darstellung verstehen Kunden viel schneller, worum es geht und welchen Unterschied verschiedene Lösungen machen. Super verständlich, übersichtlich und eine echte Erleichterung in der Beratung.
FinanzPhilippFinanzPhilipp

Top App! Mega Hebel.

Durch AdvisorOS kann ich innerhalb von nur wenigen Minuten in der Praxis mein Gegenüber professionell beraten.

Es ist unglaublich stark und einfach in der Handhabung.

14 Tage kostenfrei testen, begeistern lassen und ich bin sicher, du willst nie mehr ohne arbeiten.
ERGO Lars Brüning & TeamERGO Lars Brüning & Team

FAQ

What is AdvisorOS?

AdvisorOS is a financial analysis and closing tool for insurance brokers and financial advisors. It helps calculate a client's retirement gap quickly and present solutions.

How fast can AdvisorOS calculate a retirement gap?

AdvisorOS can calculate a client's retirement gap in under 60 seconds, allowing for live analysis during client consultations.

What types of clients does AdvisorOS support?

AdvisorOS supports various client types including employees, self-employed individuals, professional associations (doctors, lawyers, tax advisors), and civil servants.

Can I customize the reports with my branding?

Yes, AdvisorOS allows you to add your logo, company name, accent color, and broker registration numbers to PDF reports, making them appear as your own software.

What are the pricing details for AdvisorOS?

AdvisorOS offers a welcome offer of €19.99/month or €199.00/year, down from the regular price of €34.90/month. A 7-day free trial is available, and the subscription is cancellable at any time.

On which devices can I use AdvisorOS?

AdvisorOS is available on iPhone, iPad, and as a web app, with a single subscription providing access across all three systems.

How does the subscription renewal and cancellation work for AdvisorOS?

The subscription automatically renews for the chosen term unless cancelled at least 24 hours before the current period ends. Management and cancellation are done through your App Store account settings.

Does AdvisorOS have ads?

No, AdvisorOS does not contain advertisements. The app is ad-free, focusing on providing a clean user experience for financial professionals.