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ATLAS Dienstleistungen für Vermögensberatung GmbH

Main Industry
Economic services
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Key Facts

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Website

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Products and Services

DienstleistungenAnwendungenEntwicklung

Size (Revenue & Employees)

Large company

Balance sheet total

80 M €

Purpose

1. die Übernahme von vertriebsunterstützenden und vertriebsfördernden Verwaltungsaufgaben aller Art für die AachenMünchener Lebensversicherung AG in Bezug auf die Vertriebswege der Deutsche Vermögensberatung Aktiengesellschaft DVAG und deren Tochtergesellschaften (DVAG-Gruppe) im Auftrag von Produktpartnern der DVAG-Gruppe oder Gesellschaften der DVAG-Gruppe, insbesondere die Bearbeitung und Abwicklung von Versicherungs- und Bausparverträgen sowie anderer Anlageprodukte, die von Vermögensberatern der DVAG-Gruppe vermittelt werden. Rechts- und Steuerberatung sind ausgeschlossen. 2. Die vertriebsunterstützenden und vertriebsfördernden Verwaltungsaufgaben für die DVAG-Gruppe umfassen jedenfalls folgende Tätigkeiten: a. Erfassung und Prüfung der Anträge aus dem gesamten von der DVAG-Gruppe vermittelten Geschäft und deren Weiterleitung an die jeweiligen Produktgeber; b. Verteilung und Abrechnung der seitens der DVAG-Gruppe an ihre Vermögensberater zu zahlenden Provisionen aus dem gesamten von ihr vermittelten Geschäft; c. Entgegennahme und Verarbeitung in eigenen Rechenzentren der vom jeweiligen Produktgeber der DVAG-Gruppe für die DVAG-Gruppe übermittelten Kunden-, Bestands- und Verfügungsdaten; d. Abwicklung und Betreuung von Vermögensberaterverträgen zwischen den jeweiligen Gesellschaften der DVAG-Gruppe und ihren Vermögensberatern; e. Förderung des Vertriebs von Versicherungsprodukten im Sach- und Personenversicherungsgeschäft durch die DVAG-Gruppe und ihre Vermögensberater; f. Entwicklung, Bereitstellung und Betreuung von IT-Anwendungen für Beratungs- und Verkaufshilfen für Vermögensberater der DVAG-Gruppe; g. Schulungen von Vermögensberatern der DVAG-Gruppe für Produkte, IT-Systeme und Strukturierung des Verkaufsprozess einschließlich laufender Betreuung.

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Contacts

  • Christian Glanz
  • Andreas Franken
  • Markus Knapp
  • Lars Knackstedt

17 authorized signatories

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Timeline

Insights

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Products & Technologies

Dienstleistungen
Anwendungen
Entwicklung
Rechenzentren
Schulungen
Steuerberatung
Verkaufshilfen

ATLAS Dienstleistungen für Vermögensberatung GmbH is mentioned in public sources in the context of the following products and services. Dienstleistungen, Anwendungen and Entwicklung are the most common. The ranking list shown is without guarantee of completeness or correctness.

IT OperationsData Center

The following software solutions, technologies and concepts are often referenced in job postings and press releases of ATLAS Dienstleistungen für Vermögensberatung GmbH. Most frequently recognized were Data Center.

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To improve our services, we use user statistics such as Google Analytics, which set cookies for user identification. Google Analytics is a service offered by a third party provider.Some cookies from this site are necessary for the functionality of this service or enhance the user experience. Since these cookies either do not contain any personal data (e.g. language preference) or are very short-lived (e.g. session ID), cookies from this group are mandatory and cannot be deactivated.
To improve our services we use proprietary marketing solutions from third parties. These solutions specifically include Google AdWords and Google Optimize, which each set one or more cookies.Some cookies from this site are necessary for the functionality of this service or enhance the user experience. Since these cookies either do not contain any personal data (e.g. language preference) or are very short-lived (e.g. session ID), cookies from this group are mandatory and cannot be deactivated.

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