Standards-based needs assessment.
Built into your consultation.
The DIN 77230 financial needs analysis — fully integrated into bridge. DEFINO-certified report, directly in your advisory session.
Paperless, automated and efficient.
Financial analysis to a recognised standard — and genuinely simple to carry out. bridge was the first online advisory tool to integrate a DEFINO-certified financial analysis, enabling advisers to guide clients comprehensively through a fully digital experience.
The analysis reduces the administrative burden of data collection, follow-up work and archiving — while strengthening client relationships through structured, transparent conversations.
Certified by the DEFINO Institut für Finanznorm — the publisher of DIN 77230.
“The best software solution combines online advisory support with the implementation standards of DIN 77230.”— Dr. Klaus Möller, Board of DEFINO
Your advantages with digital financial analysis in bridge.
Comprehensive data capture
Capture the client's complete financial situation together — structured according to DIN 77230. From income and expenses, through insurance coverage to retirement planning.
Interactive client involvement
With Dual-Touch, adviser and client can enter data, mark sections and take notes simultaneously — in the video consultation just as easily as in person.
Certified digital report
At the click of a button bridge generates a complete PDF report — with a full overview of the financial situation and initial recommendations. Immediately ready to send.
CRM data storage
All captured data is automatically saved in the integrated client management system, available for future consultations at any time.
What is DIN 77230?
DIN 77230 “Basic Financial Analysis for Private Households” is Germany's first standard for structured needs assessment in financial advice. It creates a uniform, objective framework for identifying the financial needs of private clients.
- Uniform advisory standard across the industry
- Objective prioritisation of financial needs
- Strengthened client trust through transparency
- Recognised by regulators, pools and insurers
- Documented proof of standards-compliant advice
Everything in one platform.
The DIN Financial Analysis is seamlessly embedded in the entire bridge workflow — from appointment booking through interactive consultation to documentation and digital signature.
Video consultation
Run the analysis directly in the video session — with Dual-Touch and shared data entry.
DIN Analysis
Interactive and standards-compliant — report at the click of a button.
Documentation
Protocol and analysis are automatically archived.
Digital Signature
Sign the report digitally and legally during the session.
Explore the full platform.
DIN analysis built into your consultation.
Try bridge free for 7 days — no credit card, no automatic renewal.