Hello Mr. Schneider!
I would like to thank you for making the Excel depot structuring file available! This helper is simply worth its weight in gold in connection with the webinar!
I had tinkered with various Excel tools myself in the past. That was already very helpful to simplify the overview - but your tool is much better. Especially the recording of the portfolio structure is super successful with it.
The tool is also of particular value in customer consulting. It also allows the customer to quickly understand the investment strategy of the advisor, which in turn simplifies the advice and, above all, the implementation for the customer.
Yesterday evening I used it for the first time with a customer - complete success!
I now always save the table with the respective date, so that I also have a history of the step-by-step portfolio restructuring in customer consulting.
I am already looking forward to the update for the basic webinar in November!
Best regards Jörg Graeber
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Translation
This feedback and your implementation are pure motivation for me to go the extra mile every day.