tecis Finanzdienstleistungen AG

Its advisers develop tailored solutions based on clients’ individual needs and goals, drawing on a broad range of products and an across-provider selection process. tecis describes its approach as professional, honest, opportunity-oriented and committed to competent advice.

For clients, mytecis is an all-in-one online portal and app for managing finances and insurance in one place. Users can view and manage accounts from more than 3,000 financial institutions, including online investment portfolios, and access the service on a smartphone, tablet or desktop. The portal also provides a digital document archive: tecis insurance contracts appear automatically after registration, and users can add policies from other insurers. Clients can access their communications with their financial adviser and contact their adviser or customer service through the app. Features include fingerprint-based sign-in and data protection supported by certified data centres and ongoing security monitoring. mytecis is available to tecis clients.