Smart tools
Smart tools for better financial decisions
Finances can be complicated. That's why we use modern digital tools that can bring together the important data, carry out precise calculations and present each option clearly and in context.
What we use
Four tools, one overview
Financial planning system
Your finances in one picture
The interactive financial plan brings together the income, expenses, assets, liabilities and goals of the whole family.
When planning, the tool also draws on up-to-date data from the Czech Social Security Administration (CSSA) and built-in professional procedures based on EFPA standards. The result therefore rests not just on a general estimate, but on specific data and a proven methodology.
You can view the plan online at any time, or we will be happy to prepare a printed version for you.
Comprehensive calculators
Clear figures instead of gut feeling
Right there during the consultation, we can model the options for a mortgage, investments, your pension, social benefits, a regular income (annuity) or the future value of your assets.
We show each option both in figures and visually in charts, so that before you decide, you can clearly see its possible impact on your budget and your future financial situation.
Secure internal system
Contracts and documents at a glance
Our client system links information about the whole family, contracts, analyses, documents and the history of our cooperation.
Data from the financial plan, calculations and implemented solutions is transferred between the systems automatically. So we don't have to re-enter the same information again and again, and we can pick up seamlessly at the next consultation.
Your data is protected by technical and organisational measures. Only authorised persons bound by confidentiality have access to it.
Smart notebook and in-house AI
So nothing important slips through the cracks
We keep track of agreed tasks, deadlines and meeting notes in a connected system. Our AI assistant also helps summarise the key points of each meeting and prepare the follow-up steps.
This gives us a clear overview of what has been done, what still needs to be added and what we should come back to in the future.
Integration
One connected ecosystem
The biggest advantage isn't any single tool, but the way they are all connected.
Information from the financial plan can be used in calculations, proposed solutions can be recorded in the client system, and the necessary steps can then be tracked.
This lets us work more precisely, cut down on needless re-entering of data and present everything to you in a clear, easy-to-understand form.
- 1Financial plan
- 2Calculations
- 3Client system
- 4Follow-up
Our approach
Technology as support, not a substitute for advice
Digital tools help us process information and compare options. But they don't decide on their own what is right for you.
That's why we always go through the results with you and put them into the context of your life situation, needs and goals.
Would you like to see what your finances look like in one picture?
At our first meeting, we'll show you the tools using your own situation.