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Solutions

People orient themselves more and more online. Söderberg & Partners supports this with innovative technology.

Our concrete solutions for this are:

In order to help you get off to a good start and to ultimately make financial choices together with an expert consultant, technology and personal advice go hand in hand at Söderberg & Partners.

Supported by technical tools we offer:

Our solutions

FinTech

Tools to support virtually all aspects of financial advisory practice.

RiskProfiler

Tool to determine risk capacity and risk appetite for employee / participant.

Personal explanation & advice

Personal financial interview with expert adviser, to take financial control yourself.

Personnel training

Log in to employee portal for pension insight and financial perspective.

Personnel communication

Creating and executing communication with discussion partners.