VrijVermogen · Happiness planner

For financial advisors

Your clients in view, your time for advice

With VrijVermogen your clients map out their wealth, pension and plans themselves. After an introduction we set up a shared environment for your practice, in which your client decides what to share with you — so you keep your time for what matters: good advice.

  • A shared environment for your practice
  • Clients submit their own data
  • The advice stays yours

Less legwork, more insight

A selection of what we can set up for your practice. We work out the details together with you.

  • A shared environment for your practice

    After an introduction we set up a shared environment for your practice. Your clients keep their own figures in one place, instead of in separate spreadsheets, folders and e-mails.

  • Better insight into submitted data

    Everything your client enters and uploads comes together in one structured picture of their wealth: bank accounts, investments, home, mortgage and pensions. You see at a glance what is there — and what is still missing.

  • Clients submit their own data

    Your client gets an environment of their own and fills in the details or uploads statements, broker exports and annual overviews. No more e-mailing attachments back and forth.

  • Scenarios for the client meeting

    Retiring earlier, paying off the mortgage, working a day less: run the numbers and show in the meeting what a choice does to their wealth — year by year, into old age.

  • Goals and progress per client

    See for each client whether retirement and other goals are on track, so you know what the next conversation should be about.

  • Clear reports

    From wealth build-up to financial health: overviews your client understands and that you can walk through together.

Good for your practice, great for your client

What your client sees: the live VrijVermogen dashboard, with figures from a demo account.

For you

  • Client files that are complete and up to date, without retyping data yourself.
  • Better prepared at the table: the conversation is about choices, not about collecting figures.
  • Serve more clients with the same attention.

For your client

  • A dashboard of their own with wealth, goals and pension in plain language.
  • Add details whenever it suits them, on phone or computer.
  • Insight all year round — not just around the review meeting.

Up and running in three steps

  1. Introduction

    You leave a message. We schedule a call about your practice, your clients and what you need.

  2. Set-up

    We set up the shared environment for your practice and invite your clients. They fill in their details or upload their documents, and decide what they share with you.

  3. Advise

    You go into every meeting with the up-to-date picture your client has shared with you, and spend your time on the advice itself.

  • The advice stays yours

    VrijVermogen does not give financial advice. The platform provides the overview and the calculations; you draw the conclusions, together with your client.

  • Your client stays in control

    Your client decides what to share with you; nothing is shared without their consent.

  • Tailored to your practice

    From independent advisor to a firm with several advisors: we agree the set-up and the terms with you.

Curious what this could mean for your practice?

Leave a message. We will get in touch personally to discuss the options — with no obligation.

Prefer to e-mail us directly? info@vrijvermogen.nl