Its main product, VorsorgeInventur, helps advisers assess clients’ current circumstances and create clear, individualised concepts based on income, goals and potential gaps in coverage. The software supports analysis of retirement income and state incentives, alongside planning for illness, disability, long-term care and survivor protection.

VorsorgeInventur includes modules for company pensions, basic and Riester pensions, private provision, comparisons of pension options, income protection and retirement planning. It also offers financial calculators for topics such as savings, interest, loans and repayments, plus an information library on retirement provisions and related legislation. Additional products include GenerationenBerater, which helps users create family trees, and BeratungsThemen, an interactive tool for discussing cross-selling topics with clients.

i.gmw also provides demonstrations, technical and product support, individual training, workshops, webinars and sales-focused video content. The company describes its software as being developed by advisers for advisers and serves financial professionals across insurance, banking and brokerage organisations.