Your entire financial life, brought together in one place.
FinanceHub brings your wealth, accounts, insurance, real estate and pensions together in one dashboard, with analyses and calculators to help you understand your situation.
- 12
- integrated domains
- 1
- unified ecosystem
- 100%
- hosted in Switzerland
Domains covered
Twelve areas, one overview
Each domain is a fully fledged module, connected to the others for a truly comprehensive view of your situation.
Insurance
All your policies at a glance.
An inventory of your policies (life, health, liability, household, vehicle) to spot duplicates, gaps and cancellation deadlines.
Brokers
Share your situation with your broker.
Give an independent broker read-only access to your situation and keep a record of every view. Their services are a matter between you and them.
Investments
Your investments, tracked in one place.
Track your positions (shares, bonds, ETFs, funds): allocation, currencies and value over time, to better understand your portfolio.
Wealth
A 360° view of your wealth.
All your assets and liabilities consolidated in a single view, with goal tracking and scenario projections.
Larger estates
A consolidated view for complex wealth.
For wealth spread across several banks, entities and asset classes: consolidation, tracking of private holdings and clear reports.
Loans & mortgages
Your loans and mortgages under control.
Simulate and track your loans and mortgages: borrowing capacity, direct or indirect amortisation and renewal dates.
Taxes
Understand your tax situation.
An estimate of your taxes and the deductions you may be able to claim (pillar 3a, LPP buy-ins, expenses), for information only. FinanceHub does not replace a tax advisor.
Admin
Your administrative obligations, organised.
For freelancers and SMEs: documents, deadlines (VAT, social charges) and receipts in one place, ready to share with your fiduciary.
Real estate
Your properties, tracked and valued.
Track the value of your properties, rental yield, costs and related mortgages.
Pensions
Prepare for the future today.
A consolidated view of the 3 pillars (AHV, LPP, private pension), pension gap analysis and buy-in simulation.
Family
The whole family's wealth, in one place.
A consolidated view of the wealth of several family members and their entities, to prepare succession and share clear information with your advisors.
Analyses & assistant
Clear indicators, calculated for you.
Automatic analyses of your data (duplicates, gaps, deadlines) and an assistant to answer questions about your situation. This is not financial advice.
Vision
A clear view of your whole financial situation
FinanceHub helps individuals, freelancers and families keep track of their finances: what they own, what they owe, what they pay and what they are preparing for the future.
If you work with an independent broker or advisor, you can give them read-only access to your situation, with a log of every view.
Centralise everything
Bring wealth, accounts, insurance, financing and pensions together on a single platform.
Save time
Import your statements and track your deadlines, without spreadsheets or scattered paperwork.
Spot what matters
Points of attention calculated from your data: duplicates, gaps, deadlines.
Decide with clarity
Analyses and projections that make your situation easy to read, so you can discuss it with the right professionals.
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
- Financial assistant (limited use)
Individual
Premium
CHF 19/month
To track wealth, taxes and pensions in detail.
- Everything in Essential, unlimited
- Unlimited financial assistant
- Detailed analyses of your situation
- Bank statement import
Company
Business
CHF 49/month
For SMEs structuring their financial management.
- Up to 10 team members
- Team roles (owner, admin, member)
- Read-only access for your broker
- Broker access audit log
Company
Business Plus
Custom pricing
For organisations with tailored requirements.
- Unlimited team members
- Help with setup
- Custom integrations
- Priority support
Your data, turned into clear indicators
FinanceHub analyses the information you enter to flag duplicate cover and gaps, upcoming deadlines and how your wealth evolves. These are indicators, not advice: consult a professional before any important decision.
Ask the assistant a questionReady to unify your financial life?
Explore the dashboard demonstration and discover what a truly integrated platform can do.
Launch the demo