Worlds first complete financial dashboard for consumers
The private owned company FinBase BV developed the first independent fully integrated personal financial planning platform called MijnGeldzaken.nl. The platform gives consumers all tools to get a clear view in their current and future financial situation on a household level. It shows their financial health with traffic lights, graphs, text and a mark. Users create a first financial plan using their DigiD in only 5 minutes. Data connection is available with the Dutch Tax Authority and 'Mijnpensioenoverzicht.nl'.
The platform combines personal financial management, financial planning and financial advice. This makes it unique in it's kind. A growing network of over 50 independent financial planners is connected to the platform. When requested by consumer, the financial planner provides cross channel advice. Advisors can access the data with professional planning software. We believe that:
Consumers deserve the best tools to independently plan their finances and evaluate given advice
Professional independent advice should remain affordable for everyone
Easy access to independent advice is cross channel
Consumers should own their financial data
Some unique features of the platform:
Fast insight due to automatic data import Tax Authority and Pension Authority
Insight in past spending with personal financial management tools
Insight in the financial future through infographics, graphs and tips
Alerts by traffic lights
Sandboxing to simulate what-if scenarios, f.i. buying a new house, work less hours, take an insurance etc.
All risk scenarios can be displayed like disability and death
Solutions are shown when problems occur
Easy access to online financial planners through video chat solution