Financial Planning

Project: Development of an integrated financial planning approach for an asset manager
The goal of the project was to enable an integrated advisory service to the customers taking into account all assets as well as the personal targets of the customers over the entire life cycle.

• Functional specification
• Development of case studies and the underlying calculation models for asset optimization
• Development of a simulation and projection logic
• Documentation of the processes and workflows
• Support of the project management regarding planning, budgeting and monitoring

Contact person:
Michael Tscherter