Adviesbox

Adviesbox, developed by Intersoftware, is a versatile software solution designed to assist financial advisors and mortgage brokers in providing comprehensive financial advice and mortgage comparison services to their clients. It is suitable for companies of all sizes, ranging from independent financial advisory firms to large financial institutions. According to the vendor, Adviesbox is utilized by professionals in various industries, including financial advisors, mortgage brokers, insurance agents, wealth managers, and financial planners.

Key Features

Annuïteiten Hypotheek: According to the vendor, Adviesbox calculates annuity mortgage payments, providing accurate information on monthly payments and total costs over the loan term. It aims to assist advisors in comparing different mortgage options for their clients.

Annuïtair dalende ORV: The vendor states that Adviesbox calculates the premium for a decreasing term life insurance policy, taking into account the mortgage balance and desired coverage amount. It provides accurate information on the premium amount over the policy term.

Boeterente: According to the vendor, Adviesbox calculates the penalty interest for early mortgage repayment, considering the remaining loan balance, interest rate, and time left in the fixed-rate period. It aims to help advisors determine the financial impact of early mortgage repayment for their clients.

Berekenen bouwrente: Adviesbox calculates the construction interest for new build properties, taking into account the construction period and loan amount. According to the vendor, it provides accurate information on the interest costs during the construction phase.

Vergelijking risicopremies: The vendor claims that Adviesbox compares risk premiums for insurance policies, helping advisors find the most suitable insurance policy for their clients based on coverage and premiums. It offers a clear overview of different insurance options.

Vergelijking Energie en Telecom: According to the vendor, Adviesbox compares energy and telecom providers, assisting advisors in finding the most cost-effective options for their clients. It provides information on pricing, services, and contract terms.

Verschillende standaard rapporten beschikbaar: Adviesbox offers a range of standard reports for financial advisors, including inventory reports, short reports, and complete financial plans. According to the vendor, it provides comprehensive and customizable reports to meet the needs of different clients.

Zelf samenstellen van rapport: According to the vendor, Adviesbox allows advisors to create custom reports, providing the flexibility to include specific information and tailor the report to the client's requirements. It enables advisors to present a personalized and comprehensive financial plan.

Scenario analyse: Adviesbox enables advisors to perform scenario analysis for different life events such as disability, unemployment, retirement, and earlier retirement. According to the vendor, it helps assess the impact of various scenarios on the client's financial situation.