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← Heilberufeberatung
Web Project Financial Services

Finanzapp: financial planning for Heilberufeberatung

Advisors calculate income, tax, cash flow and retirement forecasts from client information in one financial planning app.

Duration 9 months
Tasks 411
Meetings 22

The app helps advisors compare financial plans for medical professionals. Client forms and Pipedrive supply information, and forecasts update when the advisor changes assumptions.

What was built

  • Collect client information through public intake forms.
  • Calculate income, taxes, cash flow and retirement forecasts.
  • Let advisors adjust assumptions and see which figures changed.
  • Keep client information and form completion status updated in Pipedrive.
  • Limit advisors to their own client records.
  • Produce PDF reports and save versions of financial plans.

Recently touched

  • 2026-11-10 Selbstauskunft (Intake) form polish — validation, UX overhaul, testing Open
  • 2026-11-10 XPS import F2: VP field + enum mapping spec filled (461 fields, 73 enums) → Finanzapp entities In Progress
  • 2026-11-10 Praxiseinnahmen version management (base version, saved variants, version dropdown in Inko and Liqui) Open
  • 2026-11-10 INKO calculation: allow selective inclusion/exclusion of loans, companies, and assets analog to Liqui In Progress
  • 2026-11-10 XPS import S1: extraction scripts — standalone, read-only, full snapshot of every customer and every plan module into gitignored JSON Review

Other projects in this case study

  • Company Brain MCP

    A dedicated company knowledge space gives the business protected access to its own stored information.

    Read case study

  • Advisor Brain MCP

    A dedicated advisor knowledge space keeps business information together with protected access for the advisory business.

    Read case study

  • Finanz MCP

    This project moves the advisory business to a new Pipedrive account and includes tracking for affiliate referrals.

    Read case study

  • CRM Onboarding

    The onboarding project helps the advisory team organise client relationships and establish its Pipedrive working process.

    Read case study

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