Fondii
Advisory software: fund insurance vs. ETF portfolio tax comparison.
Fondii enables financial advisors to precisely compare insurance-based retirement products and ETF portfolios with real tax calculations compliant with German investment law (InvStG 2018). 40+ insurers, real cost data, GDPR-compliant.
Features
Tech Stack
From Problem to Solution
Excel Spreadsheets and Guesswork
Financial advisors compare fund insurance and ETF portfolios using Excel spreadsheets. Tax differences (advance flat-rate tax, half-income method, partial exemption) are simplified or ignored. Result: wrong recommendations and lost client trust.
Tax-Precise Comparison Software
Fondii calculates the net advantage of fund insurance vs. ETF portfolios based on real PIB costs from 40+ insurers. InvStG-compliant, with advance flat-rate tax, half-income method, and individual tax rates. White-label PDF reports for professional client advisory.
From 60 Minutes to Under 5 Minutes
Per consultation, Fondii saves an average of 45 minutes. The error rate in tax calculations drops to zero. Advisors can transparently show clients for the first time when fund insurance is worth it — and when it's not.
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