Services

FinConPro: your financial consulting business software

Configure your needs and your price


You only pay for what you use

CHF 600

p.a./User

Consultant cockpit


  • Consultant cockpit
  • Fast data entry​
  • Client analysis​
  • Contacts​
  • Activities​
  • Calendar​
  • Correspondence
  • Documents
  • Products
  • Contracts

Up to 100 GB of storage is available per user license. Additional storage can be added for CHF 100 per 100 GB.

The prices on this page are for information purposes only and exclusive of VAT. Prices are subject to change without notice.

Client-Analyses
Analysis depending on life phasepay per use ​(per Unit)
FIDLEG express.CHF 33 
Pension analysisCHF 99 
​Pension preparationCHF 490
Pension supportCHF 190 

You pay a maximum of CHF 6,600 for your client analyses per financial planner.

Modules
Client-ModulesPer year and client
Electronic pension cockpit: client accessCHF 144 
User-ModulesPer yeas and user
CommissionsCHF 150
InvoicesCHF 150
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Start your new era!

Creation of client analyses and files

  • Analysis
  • Suitability assessment
  • Roadmap of planned measures
  • Recommended financial products
Your opportunities for more revenue
  • Fee for client analysis and files
  • Opportunities for more financial products
  • Asset management fee (passive income)
Lifelong continuation!

Periodical adjustment of the client file

  • Analysis
  • Suitability assessment
  • Roadmap of planned measures
  • Recommended financial products
  • Your opportunities for more revenue
  • Fee for client analysis and files
  • Opportunities for more financial products
  • Asset management fee (passive income)
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All-round worry-free package

  • Analysis
  • Suitability assessment
  • Roadmap of planned measures
  • Recommended financial products
Your opportunities for more revenue
  • Fee for the adjustment of the client file
  • Opportunities for more financial products
  • Asset management fee (passive income)