Aggregation, simulation and white-label reporting across your whole client book. A platform built for the meeting — the admin is already done by the time you sit down.
Privacy mode — hide every amount during the meeting.
Drop in statements, tax notices and deeds: automatic extraction, classification and reconciliation by asset, entity and jurisdiction. Nothing enters the database without your approval, and every figure keeps its source.
Gift, retirement plan, business transfer: the simulators run on the file's real data, live in the meeting. You answer on the spot instead of promising a note next week.
Quarterly reports in your colours, your logo, your domain. The client receives a private-bank document signed by your firm — generated in one click, data up to date, every figure traceable.
Prepared for Mr and Mrs Dupont · confidential
The meeting becomes advice again. The preparation is already done.
Import, classification, simulation, report — four steps, one single platform.
No commitment. Migration from Excel, aggregators and bank statements included.
independent advisor · 25 workspaces
from 3 advisors · unlimited workspaces
from 20 advisors
That is less than one billed hour of advice per month and per advisor.
One encrypted workspace per client, strict multi-tenant isolation, mandatory MFA and an exportable audit log for your own controls. No data resold or used to train models.
Read the security policyDatacenters in Zurich and Geneva, FADP and GDPR, no data leaves Switzerland.
Encrypted at rest and in transit, keys rotated.
Every action traced, timestamped, exportable.
CSV/JSON/PDF export, deletion within 30 days.
A 30-minute demo on a real file, assisted migration if you decide to go ahead.
