Digital Consulting Tool of Deutsche Vermögensberatung now live

Berlin / Frankfurt May 25, 2020 - Deutsche Vermögensberatung AG (DVAG), Germany’s largest independent financial advisor, is taking another big step in digital sales support and rolling out a new digital financial advisory application and integration platform for its financial advisors. The software, called “Vermögensplanung Digital” (Digital Asset Planning), supports the advisors and consultants in all analysis activities, consulting and long-term customer care. 

“In times of crisis, such as those currently triggered worldwide by the coronavirus, it is clear how indispensable personal consultation is. At the same time, however, advisors need digital access to their customers. We have therefore developed professional consulting services for our sales force in the form of video conferencing combined with an online asset planning application - “Digital Asset Planning”. With this application, the advisory discussion becomes even more effective for both our customers and our advisors. It enables both face-to-face and video consultation. Our clients can actively participate in planning their future, which is crucially important for many. In addition, relevant data is recorded even more precisely than ever before. This supports our financial advisors significantly in their daily work”, says Markus Knapp, who is responsible for sales development on the Management Board of DVAG. The live launch was originally planned for the second half of 2020, but the measures imposed by the German government have made it important to bring forward. After a successful test phase with about 1,000 consultants, the new software is now being made available to all investment consultants in order to be able to also interact better with customers during these times.

“With “Digital Asset Planning”, an advisor can enter all the relevant information about the customer’s various questions and thus experience a completely digital consulting route, which has not been available in our industry so far”, Knapp continues. The tool enables optimal asset planning in the advisory process, so that an individual concept can be created for the customer, based on their current situation and household budget. 

DVAG’s and finleap’s joint venture Deutsche Fintech Solutions 

In April 2018, Deutsche Vermögensberatung and finleap, Europe’s leading fintech ecosystem, founded the joint venture, Deutsche Fintech Solutions, with the aim of designing innovative technology-based tools for hybrid financial advisory services. In the future, the further development of Deutsche Fintech Solutions by finleap will be continued by finleap connect, finleap’s technology and software provider. Christian Glanz, DVAG Board Member responsible for IT functions, said, “I am very pleased that we are continuing to work together on the future of hybrid financial advisory services. We are starting with this application and will implement back-end integrations of the software, as well as additional front-end modules and new innovative end-customer applications”. 

Going forward, this will be driven by Managing Director and CTO of Deutsche Fintech Solutions, Daniel Adad, and Pascal Müller. He will start as CEO of Deutsche Fintech Solutions on June 1st. Previously, as Head of Global Banking Strategy & Excellence at N26 Group, his responsibilities included the global operational management of the banking business and its end-to-end digitalization and automation. From 2015 to 2018, Müller worked in various roles at Helaba in Frankfurt; most recently in the digitalization strategy project, where he implemented innovation and efficiency projects with tech start-ups and business partners. 

With the new application, DVAG supports the development of optimal digital service, while at the same time providing person-to-person consultation. “It is important to us that the application relieves our consultants of unnecessary administrative tasks and to free up more times for the more relevant parts of consulting”, says Glanz. “To this end, we are planning to integrate further digital tools and innovations, together with our partner, finleap connect.”

About the Deutsche Vermögensberatung Group

With over 5,000 head and branch offices, Deutsche Vermögensberatung Group serves about 8 million customers in the fields of finance, provision, and security. DVAG is Germany’s largest independent financial consulting firm. Up-to-date information and company new can be found under 

About finleap

finleap is Europe’s leading fintech ecosystem based in Berlin. finleap builds independent fintech companies, and has already developed 17 companies with its infrastructure and added others by acquisition to its ecosystem. 

Über finleap connect

finleap connect is a technology and software provider covering the full range of fintech solutions. It is a regulated payment institution under the Payment Services Supervision Act (Zahlungsdiensteaufsichtsgesetz – ZAG) with offices in Berlin, Frankfurt and Hamburg and international market teams in Milan, Madrid and Paris

Press Contact Deutsche Vermögensberatung:

Dr. Maria Mohr

Head of Company Communications


Mobile: +496923847826


Presse Contact finleap & finleap connect:

Ina Froehner

Head of Communications


Mobile: +4915128963679

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