With Söderberg & Partners App you always have access to our services at the time you need them.
- About Söderberg & Partners
Söderberg & Partners was founded in 2004 and is one of the leading financial advisers and intermediaries of insurance and financial products. We conduct operations in areas such as occupational advice, insurance advice and insurance brokerage and capital advisory services and asset management. We develop and also provides digital tools including financial services and payroll and benefits management.
Our vision is to proactively work today in order to live a more secure and richer life tomorrow. Our goal is to deliver the best solutions and the most competent advice by constantly renewing and developing the traditional way of working in the industry.
Our corporate philosophy is characterized by three important pillars: transparency, Analysis and Personal. We always put the customer's interests first, and all the advice that takes place within Söderberg & Partners based on each customer's unique needs. We know that sound advice makes a difference.
In Söderberg & Partners we offer personal advice that is tailored based on your unique situation. We will help you get a holistic view of your assets and present all the possibilities and options. This way, you can take the decision that best suits you.
Our goal is for you to get the best solutions and the most competent advice according to your situation and your preferences. We achieve this goal by implementing an open and personal approach, and to base our advice on some of the safest and most well-founded analyzes.
With us as your strategic partner, you can focus on what you are most interested in, while we handle the rest.
- Capital
Now you can easily see and follow the progress of your savings in deposits and insurance. For depots managed by Söderberg & Partners can now return reports ordered. For fund holdings appear Söderberg & Partners, known rating system in the form of traffic lights. This rating system lets you get a simple overview of how your distribution looks like the funds have green, yellow and red marks. If you want in-depth information see fact sheet for the funds available where you can get detailed information about your holdings. You can now easily see your depåers positions, transactions and its associated notes. This way you will always get a good overview of your capital and your investments. In the capital, you have access to Söderberg & Partners' range of analysis, market outlook, equity research and investment proposals. You can also view your personal documents from completed counseling meetings.
- Pension
During retirement, we help you with a summary of your current pension holdings.
- Fund Finder
Here you will find information about all the funds that we analyze together with our traffic light and durability rating. You can also access the fund collection and fund proposals for the different companies and compare individual funds.
- Benefits
Benefits offers a wide range of special offers from eg wellness providers, eye laser clinics and public transport. The functionality is available for all Söderberg & Partners Benefits users. Note that clients that we have not yet been migrated to our new platform will need to download the S & P Wages and benefits.
