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Whatever else you need

Some workflows do not fit into a ready-made module. In that case we build a dedicated solution, following the same principles as our tools: traceable calculations, reviewed by you and operated by us.

What you get

A few examples of requests that can be implemented with our infrastructure. The list is not exhaustive.

  • 01

    Integrations

    Connecting the hub with existing software, such as your file storage or your calendar.

  • 02

    Your own calculators

    Calculators for special cases in your advice, with fixed methods and in your corporate design.

  • 03

    Templates and reports

    Report types that the hub does not offer yet, according to your requirements.

  • 04

    Recurring workflows

    Steps that are done by hand today, such as gathering documents before an appointment.

What happens with your request

Every request goes through the same steps. Building starts only once effort and benefit are clear and you have accepted the offer.

Request

Request documents automatically before the first meeting

Sample request, details made up

Status

Offer

  1. RequestDoneYou describe what costs time today or what is missing.
  2. AssessmentDoneWe check what can be solved with existing building blocks and what needs to be built.
  3. OfferOpenYou receive scope, set-up and ongoing fee in writing.
  4. Build and sign-offLaterWe build, you test on real workflows and approve.
  5. OperationLaterThe solution runs alongside your other modules and is maintained.
Sample view with made-up data

How the introduction works

  1. Conversation

    You describe the workflow. We ask questions until it is clear what is needed.

  2. Offer

    We estimate the effort and send you a written offer.

  3. Implementation

    We build in short steps and show you interim results before anything goes live.

The costs

We do not bill by the hour but like subscription software: once for the set-up, then on an ongoing basis for operation and development. We set the price after the first conversation, because it depends on the scope.

Price on request: a one-off set-up and an ongoing fee.

One-off set-up
Development and set-up of the solution according to the agreed scope.
Ongoing fee
Operation and maintenance if the solution runs on our infrastructure. For a one-off piece of work there is none.

Frequently asked questions

What does a custom solution cost?

That depends on the scope. After the first conversation you receive a written offer with set-up and, if needed, an ongoing fee.

Who owns the solution?

We set this out in the offer. If the solution builds on our infrastructure, you use it as part of your subscription.

Do you also take on requests without AI?

Yes. Many workflows need no AI but a sound calculation or an integration. We use what fits the task.

The other four modules

Each module can be used on its own or combined with the others.

Website

Your site on our technology

A website for your firm on the same technical foundation as innovorsorge.ch, with a blog, two languages and embedded calculators.

Tools

Calculators and tests for your clients

Calculators and tests for your clients, such as a compound interest calculator, budget calculator, pension fund test or retirement self-test.

Local AI

AI in your own office, no cloud

A local server with open language models and text recognition that runs offline. Client data stays in your office and is not sent to OpenAI, Anthropic or any other provider.

Hub

All tools in one workflow

Cases, reports, redaction, portfolio analysis and documents in one place, set up around your workflow. Provided with a one-off set-up and an ongoing fee.

See the module in a demo

We show you the module on sample cases and clarify which parts fit your firm.

Price on request: a one-off set-up and an ongoing fee.