Holistic financial reporting at the push of a button

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

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.

Asset insight

All assets broken down individually for high-level financial advice.

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.

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!

Monthly subscription

Annual subscription