kennzahlenpro Visualization of data analysis and financial planning
GDPR compliant · Server location Germany

Precision and security for your family's financial future

kennzahlenpro combines AI-powered forecasting models with an encryption architecture that meets financial industry security standards. This creates a resilient basis for preserving and developing assets in a planned manner across generations.

Why family wealth needs a different kind of analysis today

Interest rates, inflation and geopolitical events change faster than traditional consulting processes can react. If you plan assets over decades, you don't have to eliminate unpredictable market volatility - but you do have to be able to classify it with reliable data.

kennzahlenpro uses AI-supported data intelligence at this point: models continually evaluate market data, classify risks and provide a comprehensible basis for decision-making, instead of blanket forecasts.

  • Market movements are difficult to predict in the short term, but can be statistically classified in the long term.
  • Many families manage assets across different accounts and providers without a central overview.
  • Classic advice rarely provides transparent, comprehensible risk assessments.
kennzahlenpro Representation of structured data analysis for wealth planning

How kennzahlenpro combines security and forecast quality

01

Industry standard end-to-end encryption

All financial data is encrypted during transmission and storage using the same level of security used in the regulated financial sector. Only authorized systems are granted access - not employees without a specific reason.

AES-256
Encryption standard for stored data
  • Encrypted transmission via TLS 1.3
  • Separate storage of identity and financial data
  • Logged accesses with permission levels

02

Predictive modeling for your individual asset structure

The models analyze historical market data, volatility patterns and your personal risk tolerance to classify possible developments. The result is not a guarantee, but rather a structured assessment on which you can base decisions.

3 scenarios
conservative, balanced, growth-oriented
  • Continuous updates with new market data
  • Comprehensible assumptions for each scenario
  • Adaptation to investment horizon and life phase

03

Real-time insights instead of annual reviews

As soon as relevant market parameters change, key figures and risk assessments are automatically updated. You can see early on whether an existing strategy still fits the current market situation.

Ongoing
Update of risk metrics
  • Notification of relevant deviations
  • History view instead of static snapshot
  • Regulatory compliance checked with every update

Transparent process from data entry to recommendation

1

Secure data collection

You link accounts and portfolios or enter values manually. The transmission is encrypted and the data is stored separately from your identity.

2

AI-powered risk assessment

The model classifies your existing structure in terms of diversification, volatility and investment horizon and makes risks visible instead of just naming them.

3

Concrete recommendation for action

You receive prioritized, reasoned suggestions for adjustments - for example weighting, liquidity reserves or hedging, instead of general market comments.

Long-term security as a basic technical requirement

Location

Data processing in Germany

All servers are located in German data centers. There is no transfer of financial data to locations outside the EU.

Right

GDPR-compliant processing

Data processing, storage periods and deletion processes follow the requirements of the General Data Protection Regulation. You retain the right to information and deletion at any time.

Architecture

Separate levels of encryption

Identity data, financial data and model results are encrypted and stored separately to limit risk in the event of individual system incidents.

Questions about the reliability of AI and how to handle data

How reliable are the AI forecasts?

We see our models as a basis for decision-making, not as a guarantee. They classify historical patterns and current market data into scenarios and are regularly checked and adjusted based on new data.

Who owns the financial information I have entered?

The data remains your property at all times. We process it solely to provide analysis and do not pass it on to third parties for marketing purposes.

Who checks the platform’s regulatory compliance?

We align our technical and organizational processes with the applicable requirements for data protection and financial services in Germany and adapt them as soon as requirements change.

The future of your family finances starts here

An initial analysis shows how your existing asset structure is currently assessed and where there is risk or potential. Entry is non-binding.