Digitaler Assistent Overview

Digitaler Assistent is an innovative financial services software designed to streamline the management of financial tasks for individuals and businesses. The platform leverages artificial intelligence (AI) and machine learning to provide personalized financial assistance, helping users manage their personal finances, investments, and business accounts with ease. Digitaler Assistent integrates with bank accounts, credit cards, and financial institutions to track spending, categorize transactions, and generate detailed financial reports. It also includes budgeting tools, allowing users to set financial goals and monitor progress toward achieving them. Additionally, the software provides investment advice and wealth management features based on users’ financial profiles and risk tolerance. Digitaler Assistent’s automated financial planning tools help individuals and businesses make smarter financial decisions, optimize savings, and ensure long-term financial stability. With a focus on security, Digitaler Assistent offers robust encryption and data protection, ensuring that all user data is kept safe.

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Digitaler Assistent Screenshot & Video

Contact Details

  • Vendor Name Finanzmakler.online
  • Founded
  • Location Germany

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Banking, Computer Software, Education Management, Financial Services, Insurance, Non-profit Organization Management

Digitaler Assistent Features

  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Management
  • Arrow Icon Email Marketing
  • Arrow Icon Web Forms
  • Arrow Icon Lead Capture
  • Arrow Icon Contact Database
  • Arrow Icon CRM
  • Arrow Icon Activity Tracking
  • Arrow Icon Event Triggered Actions
  • Arrow Icon Campaign Planning
  • Arrow Icon Lead Segmentation
  • Arrow Icon Lead Management
  • Arrow Icon Customer Segmentation
  • Arrow Icon Chat/Messaging
  • Arrow Icon Prospecting Tools
  • Arrow Icon Campaign Management
  • Arrow Icon Engagement Tracking
  • Arrow Icon Auto-Responders
  • Arrow Icon Social Media Integration
  • Arrow Icon Conversion Tracking
  • Arrow Icon Multi-Channel Marketing
  • Arrow Icon Lead Nurturing
  • Arrow Icon Email Management
  • Arrow Icon Campaign Analytics
  • Arrow Icon Drip Campaigns
  • Arrow Icon Landing Pages
  • Arrow Icon Multi-Campaign
  • Arrow Icon Lead Verification
  • Arrow Icon Forms Management
  • Arrow Icon Lead Scoring
  • Arrow Icon Lead Nurturing
  • Arrow Icon Sales Reports
  • Arrow Icon Social Media Integration
  • Arrow Icon Monitoring
  • Arrow Icon Pipeline Management
  • Arrow Icon Template Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Calendar Management
  • Arrow Icon Sales Forecasting
  • Arrow Icon Lead Distribution
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Document Storage
  • Arrow Icon Lead Segmentation
  • Arrow Icon Reminders
  • Arrow Icon Email Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon CRM
  • Arrow Icon Web Forms
  • Arrow Icon Email Marketing
  • Arrow Icon Lead Capture
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Workflow Management
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Source Tracking
  • Arrow Icon Lead Generation
  • Arrow Icon Opportunity Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Accounting Integration
  • Arrow Icon Activity Dashboard
  • Arrow Icon Activity Tracking
  • Arrow Icon API
  • Arrow Icon API Design
  • Arrow Icon API Lifecycle Management
  • Arrow Icon Application Management
  • Arrow Icon Compliance Management
  • Arrow Icon CRM
  • Arrow Icon Customizable Reports
  • Arrow Icon Dashboard
  • Arrow Icon Dashboard Creation
  • Arrow Icon Database Support
  • Arrow Icon Data Connectors
  • Arrow Icon Data Import/Export
  • Arrow Icon Data Mapping
  • Arrow Icon Data Synchronization
  • Arrow Icon Data Visualization
  • Arrow Icon Developer Portal
  • Arrow Icon Document Management
  • Arrow Icon Drag & Drop
  • Arrow Icon eCommerce Management
  • Arrow Icon Email Management
  • Arrow Icon ERP integration
  • Arrow Icon Mobile Access
  • Arrow Icon Monitoring
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon QuickBooks Integration
  • Arrow Icon Real-Time Analytics
  • Arrow Icon Real-Time Data
  • Arrow Icon Real-Time Monitoring
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Rules-Based Workflow
  • Arrow Icon Sales Management
  • Arrow Icon Search/Filter
  • Arrow Icon Self Service Portal
  • Arrow Icon SMS Messaging
  • Arrow Icon Social Media Integration
  • Arrow Icon Testing Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Threat Protection
  • Arrow Icon Traffic Control
  • Arrow Icon Usage Tracking/Analytics
  • Arrow Icon User Management
  • Arrow Icon Version Control
  • Arrow Icon Workflow Management
  • Arrow Icon Personalization
  • Arrow Icon Campaign Management
  • Arrow Icon Customer Segmentation
  • Arrow Icon GDPR Compliance
  • Arrow Icon Behavioral Analytics
  • Arrow Icon Data Integration
  • Arrow Icon Predictive Modeling
  • Arrow Icon Customer Profiles
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Engagement
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Forecasting
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Financial Management
  • Arrow Icon Performance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon For Financial Institutions
  • Arrow Icon Asset Lifecycle Management

Digitaler Assistent Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

FREE

$0 Per User

Digitaler Assistent FAQs

Digitaler Assistent is an innovative financial services software designed to streamline the management of financial tasks for individuals and businesses. The platform leverages artificial intelligence (AI) and machine learning to provide personalized financial assistance, helping users manage their personal finances, investments, and business accounts with ease. Digitaler Assistent integrates with bank accounts, credit cards, and financial institutions to track spending, categorize transactions, and generate detailed financial reports. It also includes budgeting tools, allowing users to set financial goals and monitor progress toward achieving them. Additionally, the software provides investment advice and wealth management features based on users’ financial profiles and risk tolerance. Digitaler Assistent’s automated financial planning tools help individuals and businesses make smarter financial decisions, optimize savings, and ensure long-term financial stability. With a focus on security, Digitaler Assistent offers robust encryption and data protection, ensuring that all user data is kept safe.

  • Yes, Digitaler Assistent offers a free version.

  • Yes, Digitaler Assistent offers a free trial.

  • No, Credit Card details are not required for the Digitaler Assistent trial.

  • Digitaler Assistent offers the following pricing plans & packages:

    FREE

    $0 Per User

  • Digitaler Assistent supports the following payment frequencies:

    • Monthly Subscription

  • No, Digitaler Assistent does not offer an API.

  • Digitaler Assistent offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Digitaler Assistent offers training with the following options:
    • In-person , Live Online , Documentation

  • Digitaler Assistent supports the following languages:
    • English

  • Following are the typical users of the Digitaler Assistent:
    • Self-Employed , Small-Business , Midsize-Business

  • Digitaler Assistent supports the following deployment:
    • Cloud Hosted

  • Digitaler Assistent supports the following devices and operating systems:
    • Web-Based