Six modules and one AI layer, each module with the screen your customers and your advisers actually see. The public calculators start right away; everything that assumes an adviser role we show in the demo environment.
The tour shows all seven modules with their recordings. Three calculators run publicly, with no sign-up and no appointment. They compute live under the German pension reform act, on the same logic that runs inside the advice journeys.
In a dedicated session we go through your use case and show you the modules that matter for the implementation.
Demo access: Not needed for the tour or the three calculators. The demo environment itself is password-protected; we share the password on request, for example in the session.
A general reform turns into a personal number: age, children, contribution, and the customer sees the subsidy, the projected capital and the later pension. Someone who has done the maths arrives prepared rather than merely curious.
The existing contract is assessed, the courses of action stand side by side with a rating, and the recommendation is documented. “Carry on as before” is a result too, which is exactly what makes the recommendation hold up in the advice record.
Two entry points into the same journey: the advised route with a recommendation and suitability statement, or the express route into the standard securities account. Progress is saved, and a switch into personal advice stays available at any point.
Protected because this module assumes an adviser role, not because we are hiding it.
The subsidised variants stand side by side with guarantee, costs and investment approach, together with a note on whom each can suit. Customers decide along the same criteria the advice is later documented against.
Protected because this module assumes an adviser role, not because we are hiding it.
The final capital is broken down: own contribution, allowances and tax benefit shown separately, next to the lifecycle de-risking that steps the investment risk down towards payout. What the investment backend computes stays explainable in the conversation.
Protected because this module assumes an adviser role, not because we are hiding it.
Every tool in one place, split between new customers and the Riester book: calculators, layer comparison, completion journey, book assessment and letter generator. Advisers do not need to know which system something lives in.
Protected because this module assumes an adviser role, not because we are hiding it.
The advice co-pilot runs alongside the conversation: it walks through the mandatory fields and writes the advice record as it goes. The AI assistant identifies itself as one and hands over to personal advice when the case calls for it.
Protected because this module assumes an adviser role, not because we are hiding it.
Every screen comes from the AVD demo environment and shows test data only: amounts, names and contract details are invented.
In a dedicated session we go through your use case, or you get demo access first, so your team can click through at their own pace. Both start with the same conversation.