Client guide

Create your account from the homepage with your email address and a password. A verification email will be sent — click the link to activate your access.

At first login, you'll land on the dashboard. Explore sections from the left sidebar.

The dashboard shows an overview of your wealth: net worth, asset allocation, recent evolution, and points of attention.

Each financial domain (Insurance, Brokerage, Investments…) has its own page with your positions and an AI analysis.

• Salary calculator — converts gross to net by canton and deductions.
• Mortgage simulator — calculates monthly payments, amortization, and total cost.
• Retirement simulator — projects your 3-pillar capital to your retirement horizon.
• LPP search — submit a request to find forgotten pension fund assets.
• LAMal optimization — find the most advantageous deductible for your profile.
• Pillar 3a — maximize tax deductions and project your capital.
• LPP buyback — simulate the tax savings of a voluntary contribution.
• Cross-border workers — optimize source taxation for frontier workers.
• Wealth evolution — project the growth of your assets over the years.

Via your avatar icon in the top right, access My Profile to update your name and email.

Under Security, enable two-factor authentication (2FA) with a TOTP app. If you lose your phone, use your backup codes.

Create a shared space from Family to collaborate with loved ones or your advisor. Invite members by email.

Three roles: Owner (full control), Administrator (member management), Member (read-only).

Click the AI button in the sidebar or at the top of the screen to open the assistant. Ask your financial questions in natural language.

The assistant analyzes your context and responds with platform-relevant information.

Create a company from Company in your user menu to represent your business on FinanceHub. Invite your employees by email, just like a family space.

As the owner or admin of the company, you can create broker accounts for your business yourself, without going through the FinanceHub administrator.

Every new broker must be approved by a FinanceHub administrator before they can sign in — the "Pending admin approval" label stays visible until then.

Then assign your brokers to clients (by email) or other companies (by identifier) so they get read-only access.