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.Vinlivt & Make Integration kannst du deine Finanzberatung automatisieren und Vinlivt mit über 1.000 Apps und Tools verbinden. Erstelle intelligente Workflows, synchronisiere Daten automatisch und reduziere manuelle Aufgaben in deinem Beratungsprozess.
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.
Inventory transfer
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.
- Zeitaufwendige manuelle Prozesse zu automatisieren -
- Kundendaten automatisch zwischen Systemen zu synchronisieren -
- Eventdaten aus Vinlivt in weitere Systeme übertragen (Trigger) -
- Wiederkehrende Aufgaben vollständig zu automatisieren -
- Deine Beratung effizient zu skalieren -
Benachrichtigungen, Kommunikation, Marketing- und Lead-Automation.
Verbinde Marketingtools mit Vinlivt und automatisiere deine Lead-Prozesse.
Start now and create a Vinlivt account
Schnell. Freundlich. Einfach.
