Your entire financial life, brought together in one place.
FinanceHub brings together insurance, wealth, investment, financing, tax and advice in a single ecosystem — augmented by artificial intelligence to automate, analyse and recommend.
- 12
- integrated domains
- 1
- unified ecosystem
- 24/7
- AI agents at work
Domains covered
Twelve financial disciplines, one single experience
Each domain is a fully fledged module, connected to the others for a truly comprehensive view of your situation.
Insurance
Optimised coverage, with no blind spots.
Analysis of all your policies (life, health, liability, household contents, vehicle) to detect over-insurance, gaps and duplicates, and to renegotiate at the best price.
Brokerage
The right product, negotiated for you.
Connections with selected brokers and financial products, with transparent tracking of mandates, commissions and performance.
Investment
Data-driven portfolios.
Construction and rebalancing of diversified portfolios (equities, bonds, ETFs, alternatives) aligned with your risk profile and objectives.
Wealth management
A 360° view of your wealth.
Consolidation of all your assets and liabilities into a single view, with life-goal planning and scenario projection.
Private banking
Tailored management for substantial wealth.
Premium discretionary service for high-net-worth clients: personalised mandates, private investments, structuring and dedicated advice.
Lending & mortgages
Finance your projects at the best rate.
Simulation, comparison and tracking of your loans and mortgages, with amortisation optimisation and refinancing alerts.
Tax
Less tax, fully compliant.
Continuous tax analysis, optimisation of deductions (pillar 3, pension (BVG) buy-ins, expenses) and assisted preparation of your tax return.
Fiduciary services
Accounting and administration without friction.
Bookkeeping, payroll management, VAT and administrative obligations for the self-employed, SMEs and wealth structures.
Real estate
Your properties, valued and optimised.
Tracking of your properties' value, rental yield, expense management and real estate investment opportunities.
Pension
Prepare for the future today.
Consolidated view of the 3 pillars (AHV, occupational pension (BVG), private pension), analysis of pension gaps and buy-in strategies.
Family Office
Orchestrate the wealth of the whole family.
Family governance, coordination of advisers, intergenerational transfer and consolidated reporting for the family.
AI & automation
The brain that runs the platform.
AI agents that analyse your situation, automate administrative tasks and generate personalised recommendations on an ongoing basis.
Vision
The central system for modern financial management
FinanceHub supports individuals, entrepreneurs, investors and families in managing their financial situation as a whole, combining human expertise with the power of data analysis and AI.
An intelligent platform that also connects users with financial professionals and institutions, moving from data to decision without friction.
Centralise everything
Bring insurance, wealth, investment, financing and advice together on a single platform.
Automate everything
Offload repetitive administrative and financial tasks with the help of AI agents.
Recommend, not just report
Personalised, actionable recommendations based on your real data.
Decide with clarity
Advanced analytics and projections that turn complexity into simple decisions.
Pricing
A plan for every profile
From the individual just getting started to the company structuring its financial management — a plan for every stage.
Individual
Essential
Free
To discover your overall financial view.
- Overview of your wealth
- Account and transaction tracking
- 1 individual profile
- AI assistant (limited use)
Individual
Premium
CHF 19/month
To finely manage wealth, tax and retirement planning.
- Everything in Essential, unlimited
- Unlimited AI assistant
- Personalized recommendations based on your data
- Automated bank import
Company
Business
CHF 49/month
For SMEs structuring their financial management.
- Up to 10 team members
- Team roles (owner, admin, member)
- Dedicated broker
- Broker access audit log
Company
Business Plus
Custom pricing
For organisations with tailored requirements.
- Unlimited team members
- Dedicated advisor and tailored support
- Custom integrations
- 24/7 priority support
Agents working for your wealth
Continuous analysis of your situation, automation of administrative tasks, detection of tax and coverage opportunities, personalised recommendations: FinanceHub's AI turns your data into a tangible advantage.
See the AI assistantReady to unify your financial life?
Explore the dashboard demonstration and discover what a truly integrated platform can do.
Launch the demo