The Modular Advisory Suite

The modular product building set, the Advisory Suite, consists of all our products and the underlying technologies.

Our products are the basis for your individual advisory solutions, which you can customize according to your ideas (content, front-end customization, colors, fonts) and the needs of your customers.

Our Advisory Suite includes all products and the underlying technologies.

Our products are the basis for your individual advisory solutions, which you can customize according to your ideas (content, front-end customization, colors, fonts) and the needs of your customers.

products
Risk Analysis
The Risk Analysis evaluates the risks of your customers through intelligent question routes and derives corresponding product recommendations
Product Advisory
The product advisory offers product-specific series of questions (wishes and needs test) on various insurance products and topics
Risk Sentiment Recommender
Get a real time overview of the most relevant risks in news and social media, including semantic analysis of the contents
Product Recommender
The Machine Learning Product Recommender analyzes the decision behavior and suggests exactly the right products
Investment Profile
Use the investment profile to analyze which investment product is compatible with the experience, knowledge, risk tolerance and financial circumstances of your clients
360° Retirement Planner
Identify the pension entitlements of state, company and private pensioners to determine the total pension income of your customers as well as a possible household cost gap
Policy Check
Quick and intuitive capture of existing insurance policies and intelligent comparison with recommended products
Event Driven Advisory
What are the points to consider when I move, a child enters my life, or my marriage is imminent? Find out here!
State Benefits Calculator
Find out which pensions your customers are entitled to and what gaps there are. Overview and detailed calculations are possible
Wealth Overview
Captures the current assets of your clients and provides a complete overview of their total assets
Savings Calculator
Get an overview of the development of your customers' investments in different scenarios
Financial Planning
Plan financial goals & wishes and create an overview and the necessary savings amounts for your customers
Budget Calculator
Enter the income and expenses of your customers with just a few clicks. These are automatically transferred to the other products
Loan Calculator
Calculate the loan repayment rate by entering the loan amount and term
Gross Net Calculator
Gives you an overview of how much of the income is available after deduction of income tax and social security payments
Nat-Kat-Check HORA Implementation
Find out exactly what natural disaster risks exist at a specific location using GPS coordinates
Fondsfinder (WIP)
Create the ideal investment portfolio for your clients
Know Your Customer
Create or update your KYC declaration with a few clicks
Company Data
Company data integration allows you to collect your customers' company data automatically so that it can be directly transferred to all relevant advisory paths
Insurance Bot
The intelligent chatbot has extensive insurance knowledge and is available 24/7 for service requests or advisory services
products
Risk Analysis
The Risk Analysis evaluates the risks of your customers through intelligent question routes and derives corresponding product recommendations
Product Advisory
The product advisory offers product-specific series of questions (wishes and needs test) on various insurance products and topics
Product Recommender
The Machine Learning Product Recommender analyzes the decision behavior and suggests exactly the right products
Risk Sentiment Recommender
Get a real time overview of the most relevant risks in news and social media, including semantic analysis of the contents
Investment Profile
Use the investment profile to analyze which investment product is compatible with the experience, knowledge, risk tolerance and financial circumstances of your clients
360° Retirement Planner
Identify the pension entitlements of state, company and private pensioners to determine the total pension income of your customers as well as a possible household cost gap
Policy Check
Quick and intuitive capture of existing insurance policies and intelligent comparison with recommended products
Event Driven Advisory
What are the points to consider when I move, a child enters my life, or my marriage is imminent? Find out here!
State Benefits Calculator
Find out which pensions your customers are entitled to and what gaps there are. Overview and detailed calculations are possible
Wealth Overview
Captures the current assets of your clients and provides a complete overview of their total assets
Savings Calculator
Get an overview of the development of your customers' investments in different scenarios
Financial Planning
Plan financial goals & wishes and create an overview and the necessary savings amounts for your customers
Budget Calculator
Enter the income and expenses of your customers with just a few clicks. These are automatically transferred to the other products
Loan Calculator
Calculate the loan repayment rate by entering the loan amount and term
Gross Net Calculator
Gives you an overview of how much of the income is available after deduction of income tax and social security payments
Nat-Kat-Check HORA Implementation
Find out exactly what natural disaster risks exist at a specific location using GPS coordinates
Fondsfinder (WIP)
Create the ideal investment portfolio for your clients
Know Your Customer
Create or update your KYC declaration with a few clicks
products
Risk Analysis
The Risk Analysis evaluates the risks of your customers through intelligent question routes and derives corresponding product recommendations
Product Advisory
The product advisory offers product-specific series of questions (wishes and needs test) on various insurance products and topics
Product Recommender
The Machine Learning Product Recommender analyzes the decision behavior and suggests exactly the right products
Policy Check
Quick and intuitive capture of existing insurance policies and intelligent comparison with recommended products
Company Data
Company data integration allows you to collect your customers' company data automatically so that it can be directly transferred to all relevant advisory paths
Nat-Kat-Check HORA Implementation
Find out exactly what natural disaster risks exist at a specific location using GPS coordinates
Savings and Investment Advisory Products
products
Investment Profile
Use the investment profile to analyze which investment product is compatible with the experience, knowledge, risk tolerance and financial circumstances of your clients
360° Retirement Planner
Identify the pension entitlements of state, company and private pensioners to determine the total pension income of your customers as well as a possible household cost gap
Event Driven Advisory
What are the points to consider when I move, a child enters my life, or my marriage is imminent? Find out here!
Wealth Overview
Captures the current assets of your clients and provides a complete overview of their total assets
Savings Calculator
Get an overview of the development of your customers' investments in different scenarios
Financial Planning
Plan financial goals & wishes and create an overview and the necessary savings amounts for your customers
Budget Calculator
Enter the income and expenses of your customers with just a few clicks. These are automatically transferred to the other products
Fondsfinder (WIP)
Create the ideal investment portfolio for your clients
Selected Products

Did you know?

The products can be used multichannel for customer`s self-service (Portal, Website, Apps,…) as well as personal and remote advisory solutions!

Riskine is using web analysis services, to deliver the best possible experience. Learn More

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