Investment Marketing & Fund ReportingHelp customers find the right plan with this online tool
Meet the requirements of the BaFin recommendation on presenting historical net returns by using our savings plan calculator.
Get started with the Savings Planner today
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Your customers and visitors to the website can enter their individual costs, investment amount and investment term, and can select the target fund. The individual performance is then calculated automatically.
The FactsheetsLIVE™ Savings Planner allows you, as a funds provider, capital management company, or distributor, to integrate the online calculator described in the BaFin Circular “4/2010 (WA) – MaComp” 3.3.4.1.7 paragraph “Effect of commissions, fees and other charges” into your website as a ready-to-use and configurable tool.
We work with financial service providers worldwide. Let us introduce you to our onboarding process.
Our team has years of industry experience to guide you through the entire compliance software procurement process – from A to Z.