aixigo's Financial Planning Software enables financial service providers to continuously monitor and achieve customer goals that were defined in the financial plan! Complex framework conditions, such as tax or regulatory requirements, are solved in the background by means of strong algorithms. Moreover, our API-based software opens up completely new opportunities for an exclusive offer for the wealth management or private banking market.

aixigo's Financial Planning Software uses portfolio management methodologies and transforms the tedious service into an efficient service experience. Through regular monitoring, reporting and rebalancing, the customer is kept "on track" and can thus achieve his goals more easily.

Discover the possibilities of our Financial Planning Software – aixigo's financial coaches. These three financial coaches range from straightforward tracking to full service. All financial coaches offer the customer a continuous update - consumable in the timespan of a cup of coffee.