We will be happy to discuss your situation and put together an individual subscription for you.
You want to quickly sell assets to existing and new clients, with little effort and in accordance with the law.
In just a few clicks, you will have completed the FIDLEG-compliant suitability assessment and can give your clients an easily understandable personal analysis of their financial data.
Client protection made easy.
We know how much perfect operational processes and a seamless organization are important to you.
Digital client management with calendars, activities and much more, to give you more time for acquisition and consultation meetings.
You and your clients will be delighted.
Supporting you perfectly when expanding your range of financial services and for the lifelong advising and support of your clients.
No case is too complex for you, because the integrated expert knowledge and automated calculation improve your consulting skills.
Gaining an advantage over the competition is as simple as that.
Do you run your own financial consulting company with multiple in-house and field sales staff? Then you‘ve come to the right place.
The high quality and comparability of the client analysis, plus the integrated expert knowledge, ensure that you will deliver a high consulting standard in the whole organisation. The management of your employees is supported perfectly by reporting, and the value of your company will increase.
|Analysis depending on life phase||Pay-per-use (per unit)|
|FIDLEG express.||90 CHF|
|Pension analysis||180 CHF|
|Pension preparation||270 CHF|
|Pension support||180 CHF|
|Electronic pension cockpit||Per year and client|
|Client access to their most important data||144 CHF|
* Pilot phase: module in gradual development, reduced license fee adjusted step-by-step, final license fee with full range
Discount scale available upon request