For Brokerpool brokers and anyone who wants to become one after reading this page...
Vinlivt is the best way to easily synchronize customer data with your Funds Finanz or Netfonds brokerage pool system. Our interface imports your customers to the Vinlivt platform and automatically sends new customers and contracts directly to your system.
Broker mandate and contracts in 1 second in the pool system and ready for inventory transfer
As soon as your customers are successfully onboarded into the Vinlivt app, you can digitally create the brokerage mandate and all customer contracts in seconds and seamlessly transfer them to the target system.
Your inventory, your customers fully automated.
As a broker pool user, you benefit from direct system integration and complete data automation. All customer data and contract documents in the app are automatically and bidirectionally synchronized with the Funds Finanz or Netfonds system - so everything is always up-to-date.
Inventory transfer
Customer management with an app is easier.
Unbelievably easy, incredibly fast. Integrate the future into your consulting processes today and streamline them.
Customer onboarding within seconds.
Vinlivt makes the difference and enables your customers to onboard quickly and independently. As a reward, they get the best financial app for everyday use.
DSGVO compliant advice.
Vinlivt systems comply 100% with the GDPR and therefore meet all regulations and requirements for professional online financial advice and secure customer communication.
Fully automated processes & services
Take full advantage of pool benefits.
Our technology partner, the Netfonds Group from Hamburg, offers you the following connection options:
Broker pool, liability umbrella, multiple agent and asset manager.
Start now and create a Vinlivt account
