The Perfect Financial App
We make it easy for you to understand your client's financial position.
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The Perfect Broker App
We make it easy for you to engage with your customers.
Nurture
Savings Plan
Allows brokers to follow a client’s progress towards achieving a savings goal for a major purchase, such as a deposit for a first home, ensuring better conversion of those leads not yet in a position to buy.
Retain
Equity Triggers
Equity triggers allow brokers to know when their client’s properties have achieved defined equity milestones, opening the way for well times discussions about further property investment.
Nurture
Pre-Qualification
Our up-to-date financial data allows brokers to make prompt, educated assessments of their client’s ability to borrow and to what level of debt.
Retain
Annual Reviews
Professionally formatted point to point reviews at the click of a button give brokers the opportunity to enhance their value proposition.
Stikiness
Better Budgeting
Our spending categorisation provides clients with insights about where their money is being spent and provides the basis for better budgeting.
Insights
Data Organisation
Allows clients to organise all their financial data simply and quickly in a single platform, giving them a complete view of their situation without having to jump from program to program.
data
Data Currency
Instead of being a ‘moment in time’ view of a client’s financial affairs, dineiro refreshes financial data every 24 hours, so the information never loses currency.
whitelabel
Brand Recognition
In choosing to white label a version of the product, brokers build longer lasting brand and service recognition with their clients.
Use Cases
How can these features help your business?
| Mortgage Broker | Financial Advisor | Property Advisor | Tax Accountant | |
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| 24/7 Data Access | |
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| Data Aggregation | |
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| Annual Review | |
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| Employee Benefit Tool | |
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| Budgeting | |
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| Savings Goals | |
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| Equity Triggers | |
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| Financial Pre Qualification | |
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| Calculators | |
