Schantz Advice

Schantz Advice is your modern tool for guiding your customers during financial planning and providing them with a compliant and transparent financial overview.

Schantz Advice will transform the way your customers’ perceive your advisory services. With the holistic advisory solutions BudgetPlan, WealthPlan and PensionPlan you can offer your customers a complete financial overview of their savings, investments, assets and pensions.

holistic financial advising at its best

BudgetPlan – innovative budget planning

BudgetPlan contains a number of advanced features making it easy to create a new budget and simulate how specific changes related to for example mortgage, new property and moving to a new municipality will affect a family’s financial situation

PensionPlan – all-inclusive, high standard pension advisory

PensionPlan is a complete solution with an intuitive user interface for servicing pension customers. Your customers achieve a full overview of their pension policies and coverage, and are able to make changes to their policies online

WealthPlan – a complete solution for wealth optimisation

WealthPlan is based on a holistic wealth and income model which includes all incomes, expenses, assets, liabilities, pensions and company structures for private clients. The solution ensures your customers a sound basis to make the right decisions

A holistic system that will change your customers’ whole conception of financial advice

With Schantz Advice, your company’s advice services become compliant, giving customers a uniform experience and sense of security.

  • 360 degree view of the customers’ financial situation
  • Graphical user interface with an intuitive navigation
  • Allows advisor and customer to work together on the same platform
  • Free of portal restrictions; works on all platforms
  • Integrates and uses external and internal data
Customer cases

Unique customer experience brings competitive advantages

“An important competitive factor in the market with the most affluent customers is the ability to provide unique consultancy. With WealthPlan, we can offer our customers a complete overview of their total wealth, and illustrate suggestions on how they can optimize so that they get the most out of their assets.”
– Henrik von der Ahe, VP, Finance and Wealth Advisory

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An essential tool in advising the private banking customers

“WealthPlan is a significant part of our full-scale advisory services for the Private Banking customers of Handelsbanken. It provides the Private Banking advisor with an overall overview of the advisory competences to be involved and it gives the customer a good basis to make the right decisions.”
– Carsten Højegaard, Head of Handelsbanken Private Banking