AI generierte Finanzanalysen via Knopfdruck

Vinlivt's reporting module provides comprehensive insights into the customer's entire financial situation — transparent, structured and available at any time.

initial consultation

Financial check: in ad hoc & in real time
Ad-hoc & in Echtzeit

Impress your advisors and customers with holistic financial reporting and gain more time for what really counts: your customers.

insurances

Precise contract overview for an optimal start to consulting and identify gaps.

Self-disclosure transaction-based

With account transactions, you record your life situation and provide advice at the highest level.

All contracts & subscriptions

Comprehensive advice based on customers and their spending habits.

Vermögenseinblick

Alle Vermögenswerte individuell aufgeschlüsselt für high-level Finanzberatung.

State of the art analyses

Digital financial advice as a customer experience.

Financial data directly from Accounts and deposits.

Start now and create a Vinlivt account

Simply log in, enter your details and get started — your Vinlivt account is ready to use in just a few minutes!
‍Schnell. Freundlich. Einfach.

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