Services

FinConPro: your financial consulting business software

Select one of our smart subscriptions,
depending on your needs​


We will be happy to discuss your situation and put together an individual subscription for you.

FIDLEG express.


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.

SmartSales.


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.

SmartConsulting.


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.

SmartCompany.


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.

Configure your
needs and your price – fixed and variable​


Choose the subscription that suits you.

120 CHF

p.a./user

FIDLEG express.


Consultant cockpit

  • Fast data entry
  • Client analysis

Free templates

  • Consulting process
  • riskprofile
  • questionnaires
  • minutes
  • household budget

1'200 CHF

p.a./user

SmartSales.


Consultant cockpit

  • Fast data entry
  • Client analysis
  • Contacts​
  • Activities​
  • Calendar​
  • Correspondence*
  • Documents*

1'800 CHF

p.a./user

SmartConsulting.


Consultant cockpit

  • Fast data entry
  • Client analysis
  • Contacts
  • Activities
  • Calendar
  • Correspondence*
  • Documents*
  • Products*
  • Contracts*

2'400 CHF

p.a./user

SmartCompany.


Consultant cockpit

  • Fast data entry
  • Client analysis
  • Contacts
  • Activities
  • Calendar
  • Correspondence*
  • Documents*
  • Products*
  • Contracts*
  • Commission*
  • Fee calculation*
Client analyses: You only pay for what you use:
Analysis depending on life phasePay-per-use ​(per unit)
FIDLEG express.90 CHF
Pension analysis180 CHF
Pension preparation270 CHF
Pension support180 CHF
Electronic pension cockpit
Electronic pension cockpitPer year and client
Client access to their most important data144 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

These subscriptions enhance
your potential for increased revenue


A new win-win situation for you

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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)