Financial Planning

You are looking for a modern tool for guiding your customers during financial planning and providing them with a compliant and transparent financial overview.

Keylane Obex will transform the way your customers’ perceive your advisory services. With the holistic advisory solutions BudgetPlan, WealthPlan and PensionPlan you can offer your customers a complete financial overview of their savings, investments, assets and pensions.

Your challenge

You want to offer your customers a personal advise to ensure consistency throughout the customer’s economy, regardless of complexity. The advisor must serve as a sparring partner while providing individual and professional care of the customer’s assets. Through solid experience and a high focus on investments, pension, housing and personal insurance, the advisor would provide optimal, productive and holistic advice with a high degree of security. To fulfill these ambitions, you need a holistic asset planning tool.

Our answer is Obex

A holistic system that will change your customers’ whole conception of financial advice. With Keylane Obex, your company’s advice services become compliant, giving customers a uniform experience and sense of security.

BudgetPlan – innovative budget planning
BudgetPlan contains a number of advanced features making it easy to create a new budget and simulate how specific changes related to for example mortgage, new property and moving to a new municipality will affect a family’s financial situation

PensionPlan – all-inclusive, high standard pension advisory
PensionPlan is a complete solution with an intuitive user interface for servicing pension customers. Your customers achieve a full overview of their pension policies and coverage, and are able to make changes to their policies online

WealthPlan – a complete solution for wealth optimisation
WealthPlan is based on a holistic wealth and income model which includes all incomes, expenses, assets, liabilities, pensions and company structures for private clients. The solution ensures your customers a sound basis to make the right decisions

Projection – efficient and flexible prognosis engine
Projection is a speedy prognosis engine that integrates with all known IT administration systems, financial planning tools and digital presentation layers through Keylane’s standard web services and APIs. By default, Projection supports all the new prognosis calculation rules applicable to life and pension providers in Denmark and can be delivered as Software-as-a-Service. This means that a company does not have to establish an operating environment and the like.

Key features

  • 360 degree view of the customers’ financial situation
  • Graphical user interface with an intuitive navigation
  • Allows advisor and customer to work together on the same platform
  • Free of portal restrictions; works on all platforms
  • Integrates and uses external and internal data

More than software

If you want to go fast, go alone. If you want to go far, go together.

We believe software implementation is a team sport. Making Obex work for your company, tailor it to your processes and integrate it with your systems, asks for a close cooperation. With a dedicated implementation team of experienced consultants and the best practices we developed over the years, you are assured of a smooth implementation of Obex.

More information

I have read the Privacy Policy and I agree that the information I provide can be collected and stored electronically. My data will only be used for the purpose of processing and answering my request.
By submitting the form I agree to the processing of my details.
I accept Keylane's Privacy Policy Yes

Client cases

Unique customer experience brings competitive advantages

“An important competitive factor in the market with the most affluent customers is the ability to provide unique consultancy. With WealthPlan, we can offer our customers a complete overview of their total wealth, and illustrate suggestions on how they can optimize so that they get the most out of their assets.”
– Henrik von der Ahe, VP, Finance and Wealth Advisory

Read more

An essential tool in advising the private banking customers

“WealthPlan is a significant part of our full-scale advisory services for the Private Banking customers of Handelsbanken. It provides the Private Banking advisor with an overall overview of the advisory competences to be involved and it gives the customer a good basis to make the right decisions.”
– Carsten Højegaard, Head of Handelsbanken Private Banking

Read more
holistic financial advising at its best