Inbox

Overview with all individual product recommendations, referrals and consulting.

Recommendations

Individual buy and sell recommendations for different products.

Invitations

Personal invitations to events (sports, culture, lectures, etc.)

Consulting Services

Personal consulting services (facilities, financial planning, taxes, inheritance, etc.)

Sent

Summary of all client responses to recommendations, invitations and contact requests.

Contact Requests

The client sends a request for contact via Secure Message.


Factsheet “additiv Advisor”

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advisor

Advisor is an extension to Microsoft Office and enables the consultant to record and send individual buy & sell recommendations, consulting and invitations to events quickly and easily.