Brokeradmin vs Everon

Brokeradmin gibt Ihnen die Möglichkeit Leads zu erfassen, diese effizient zu verarbeiten und den Überblick zu behalten. Das APP ist komplett kostenlos. InAPP Berechtigungen: Um Fotos von Policen zu übermitteln muss die Fotofunktion im APP aktiviert werden. Berechtigung für Geodaten: beim erfassen der Police wird ebenfalls der Standort erfasst, damit kann man nachvollziehen wo die Policen genau erfasst wurden. Um das APP zu nutzen muss die Berechtigung im APP erteilt werden.

Experience the new standard of personal wealth management in a digital world. At Everon, we help you make the right decision for your wealth. All services combined in a single app: - Wealth management: In just a few clicks, we determine your individual investment strategy based on your needs. - Pillar 3a: Your private pension plan offers attractive options for optimal asset accumulation for retirement. You decide individually and flexibly how your pension assets are invested. - Vested benefits: Vested benefits are an important but often forgotten part of a retirement plan and often lie in your account without interest. This reduces your retirement provision. With Everon, you can change that and get more out of it. - Bank account with metal card: Exclusively for Everon customers we offer an account and card without fees. No hidden ones like foreign currency surcharges either. - One app, one login, comprehensive services. - You invest your assets with a customized strategy, manage them individually and ask questions to our experts at any time. - Modern technology and design. You always have a transparent view of your finances - Award-winning investment strategies from the business magazine "Bilanz" for several years. - Digital through and through. But with personal advice. And really personal. - An independent Swiss asset manager: fair and without overpriced investment products. Security: - The account and custody account are managed by a Swiss bank. - Your cash deposits are insured by the Swiss deposit guarantee up to 100'000 CHF. - All your data is secured on Swiss servers according to the highest security standards.