EcoHub Marketplace: New digital solutions for advice, pensions and broker processes
The EcoHub Marketplace continues to grow. Brokers and financial advisers now have access to additional digital solutions for financial advice, pension planning, insurance advice and digital broker processes.
Four new solutions have been added: Omnium by G+D Netcetera, vlot, SOTHURA SAFE and ecore. They support different areas of advice and customer management, while InsuranceMap and Powerfully have also expanded their existing offerings with new features.
New advisory solutions
Omnium by G+D Netcetera: The digital platform for holistic financial advice
With Omnium, financial advisers can deliver personalised, digital and seamless customer advice. The platform combines advice, interaction and technology with modern self-service features in one central solution.
Thanks to hybrid advice across all channels, a central customer profile and modular components, advisory teams can support their clients at every stage of life, from their first home to retirement planning.
Modern, easy to integrate and scalable, designed for future-proof and seamless customer advice.
Learn more and try it free for 30 days
vlot: Digital pension analysis and retirement planning
The vlot software enables advisers to quickly capture complex pension situations and present them in an easy-to-understand way.
Within minutes, the platform provides intuitive and visually clear results, from in-depth analyses with individual scenarios and prioritised recommendations to comprehensive retirement planning. Regulatory requirements and transparent documentation are integrated directly into the processes.
vlot supports the entire advisory process, from the initial assessment through to individual retirement planning. Once activated, EcoHub SSO enables direct access via «My Apps» using the EcoHub login.
SOTHURA SAFE: The advisory software for Swiss insurance brokers
With SOTHURA SAFE, insurance brokers combine advice, customer management and policy analysis in one central solution. Policies are read automatically, structured and displayed directly in the customer dossier.
Cover, policy terms, potential coverage gaps and duplicate insurance can therefore be identified at a glance. Additional features such as quote comparisons, advisory records, sales insights and an AI-powered knowledge assistant support brokers efficiently in their day-to-day advisory work and in developing their customer portfolio.
Developed from Swiss advisory practice, with data hosted in Zurich.
More new additions to the Marketplace
ecore: The platform for digital financial advice
ecore helps advisory businesses digitalise their processes efficiently and with a future-focused approach. The platform combines CRM, automated processes and a 360° customer view in one central solution.
With a mobile app, a direct connection to EcoHub and integrated interfaces to existing systems and partners, advisers gain more time for what matters most: advice, growth and customer relationships.
The platform is securely hosted in Switzerland and designed for modern financial advisers and brokers.
New features in existing apps
InsuranceMap: New AI features for tenders and analyses
InsuranceMap now uses AI to support the entire motor vehicle tender process. From requesting quotations to structured premium and benefit comparisons, the individual steps can be completed digitally within minutes.
Quotations, policies and other documents can also be analysed automatically. The AI identifies benefits, underinsurance, duplicate insurance and coverage gaps, and answers complex insurance questions based on the InsuranceMap library.
Powerfully Risk Manager: Standardised SaaS solution with AI support
Powerfully Risk Manager is now available as a standardised SaaS solution with integrated AI support.
Brokers and advisers can use it to capture, assess and manage business risks together with their clients in a structured way. The solution is suitable for risk management workshops as well as ongoing risk support. Consistent risk reports can be generated at the touch of a button, providing a sound basis for discussions about insurability, coverage requirements and potential coverage gaps.
Operations and data hosting are based in Switzerland.
A Marketplace for the digital broker workplace
Alongside the new offerings, the EcoHub Marketplace already provides a broad selection of solutions for brokers. The range includes broker software and advisory tools, quotation and comparison solutions, document management, continuing education, IT & Security and other services.