ASSET REPORTING
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Dirk Bengen
Vorsitzender und CEO
Keep an eye on your Assets Smartly
Current accounts, savings accounts, securities, funds, derivatives, real estate, loans, capital insurance... With the help of my asset reporting, you can take the future of your assets into your own hands and get a detailed overview of your assets in no time.
- Finanzplanung
- Nachfolgeplanung
- Vermögensberatung
- Bieten des besten Service
- Zertifiziert
- Vertrauenswürdig
- Hohe Integrität
- Qualität unserer Forschung
Your wealth center
In asset reporting, your total assets are recorded and analyzed holistically so that you can carry out optimal financial planning on an ongoing basis.
Smart look at assets
Daily updated overview of all liquid and illiquid assets via app and PC.
Privacy and security
Data sovereignty lies exclusively with you – highly encrypted by DATEV eG.
Make decisions consciously
Analyze the risk, development and potential of all investments.
Recognize opportunities and risks
Find out at the touch of a button how likely you are to achieve your financial life goals.
Your data safe and protected according to German banking standards
All your asset data is stored in the high-security data center at DATEV eG in Germany. The servers are secured using the latest technology and the data is only stored in encrypted form so that no one can use the data without authorization. The transmission of data between the DATEV server and your device is also carried out in encrypted form.
Asset reporting
- Sensitive data is transmitted and stored in encrypted form
- Unauthorized use of customer data is excluded
Data safe at DATEV eG
- ISO-27001 certified banking data center
- Your data is encrypted and secured using certificate pinning
Data sovereignty
- Data sovereignty lies exclusively with you
- Make assets visible to advisors with just one click
Support and Advice
In the world of finance and insurance, digital change is progressing at different speeds, so that some content in asset reporting can be integrated and updated fully automatically, while other content has to be set manually. In addition, financial planning has become more complex in the 21st century and requires comprehensive financial know-how.
That's why I'm happy to help you with both technical and financial questions.
Technical support
Financial advice
Property Investment
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Crypto Investment
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Mutual Funds
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Do you have the knowledge and the technical possibilities, but you don't have the time?
You don't enjoy financial topics and therefore don't have a complete overview?
Would you rather spend your free time more sensibly, but would like to have regular checks?
Verbinden von Unternehmen,Ideen und Menschen für eine größere Wirkung
Support and Advice
In the world of finance and insurance, digital change is progressing at different speeds, so that some content in asset reporting can be integrated and updated fully automatically, while other content has to be set manually. In addition, financial planning has become more complex in the 21st century and requires comprehensive financial know-how.
That’s why I’m happy to help you with both technical and financial questions.
- Assistance with the manual integration of investments and assets
- Support in the technical use of the alphacockpit
- Scientifically based training for analytical sovereignty
- Optionally by external consultants
- Support in optimizing your financial planning
- Development and implementation of holistic investment strategies