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Screenshots

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About trifolium

Manage all your finances in one place with trifolium!
Regardless of whether you have bank accounts, investment portfolios, insurance or financing, with trifolium you have the opportunity to access and manage your financial products centrally and from anywhere.

Always keep an eye on your income and expenses, determine your savings potential and plan your budgets with our intelligent services.

In addition to our advisory services, trifolium offers a professional and digital framework for your finances.

Highlights at a glance:
- All bank accounts, investment portfolios, insurance, financing in one app
- Consolidated representation of all contracts
- Detailed insight into all depots with comprehensive evaluation and display options
- Full control over income, expenses, contracts and subscriptions
- Secure and direct communication channel with us
- No more paper chaos thanks to a secure document archive for all contract documents
- Sign documents conveniently via e-signature
- All data protected on German servers

What’s new

Version 22 · Updated September 18, 2026

Link-Handling verbessert (App-, Telefon- & E-Mail-Links)

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