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finAngel Logo Provolio Design

We develop banking software

For over 20 years

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Allianz
Bank Burgenland
die plattform
EFS Euro Finanz Service Vermittlungs AG
HYPO Niederösterreich
HYPO Vorarlberg
Privat Consult Vermögensverwaltung GmbH
Schelhammer Capital 1832
Swiss Life
AUXUS private finance
Deutsche Vermögensberatung
Finanz Puls
Finanz Admin
Invest-con Finanzconsulting
Jung, DMS & Cie
MFC Financial Consulting
OVB
Prime Assets
Top Ten Investment Consulting GmbH
Vermögens- und Verwaltungs Ges.mbH
WEPA
Capital Concept

Company history

In search for Excellence

financeManager

powered by finAngel

Key data

finAngel Logo Provolio Design

over 200.000 managed deposits

over 120 distribution companies configured as clients

over 15 million trades executed - MiFID II compliant

High security in bank data center & cloud infrastructure

EUR 17+ billion Assets Under Management

5 fully regulated banks and insurance companies as long-term customers

over 8.000 advisors from banks and independent financial service providers

over 60.000 securities standing orders processed per month

over 300.000 customers under management

Use Case

Evangelische Bank

Amortization shortly after kickoff

The Challenge:

  • A client portfolio of more than 100,000 social, healthcare and residential properties

  • Data was only available in Excel spreadsheet form

The Goal:

  • Optimize costs vs. CO2 emissions per individual property

  • Transition to the customer advisory and financing process

Challenge accepted!

2500

Customer properties should be managed with Provolio by the end of 2023

7000

Customer properties were already managed with Provolio in June 2023

Provolio Immobilien

Customer portfolios with more than 100,000 social, healthcare and residential properties

Provolio Szenarienrechner Sanierung

Scenario calculator including renovation plans for the entire portfolio to optimize costs vs. CO2 emissions

Provolio Vertrag Beratung

Transition into the customer advisory and financing process

Provolio Asset Beratung

360-degree consulting across all asset classes via financeManager