Smarter fiscal investing

Offer clients smart, fiscal-friendly investment solutions designed to maximize tax benefits while building and preserving wealth for long-term financial security and a sustainable retirement. Our platform ensures compliance with local tax regulations, automates portfolio management and adjusts risk levels as clients approach their goals. With features like automated rebalancing, goal-based monitoring and seamless transitions to payouts, you can deliver secure, tax-optimized investment strategies that grow your client base and strengthen relationships. 

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Strong relationships build strong businesses

Secure, compliant and tax-optimized investment solutions

Automated investment management, tax-efficient compliance and lifecycle optimization to preserve and grow wealth for long-term financial security. 

Akkuro | Investments | Fiscal Investments

Case Study

Achmea Bank and Nationale-Nederlanden: Expanding to fiscal investments

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Opportunity

Seeking an optimal risk-return balance, Achmea Bank and Nationale-Nederlanden (NN bank) combined savings and investment strategies into a single offering.

Solution

By combining portfolio management capabilities with risk related life cycles and the fiscal regimes, Akkuro offers customers smart, fiscal-friendly investment solutions designed to maximize tax benefits while building and preserving wealth and easily expand a fiscal savings proposition with fiscal investments, especially for additional pension needs. 

Impact

This solution enabled our customers to expand their portfolio of fiscal savings products with fiscal investment products. This resulted in Nationale-Nederlanden and Achmea Bank to add fiscal investment products to their proposition. Akkuro unlocked operational efficiency, IT-flexibility, and rapid product innovation. Customers now enjoy a fully digital, hassle-free pension experience, ensuring their financial future is easier to manage than ever before. 

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Smarter investing, fiscal advantage

Curious about how Akkuro helps you deliver compliant, tax-optimized investment solutions at scale?

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