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.
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.
A few examples of requests that can be implemented with our infrastructure. The list is not exhaustive.
01
Connecting the hub with existing software, such as your file storage or your calendar.
02
Calculators for special cases in your advice, with fixed methods and in your corporate design.
03
Report types that the hub does not offer yet, according to your requirements.
04
Steps that are done by hand today, such as gathering documents before an appointment.
Every request goes through the same steps. Building starts only once effort and benefit are clear and you have accepted the offer.
Request documents automatically before the first meeting
Sample request, details made up
Status
Offer
You describe the workflow. We ask questions until it is clear what is needed.
We estimate the effort and send you a written offer.
We build in short steps and show you interim results before anything goes live.
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.
That depends on the scope. After the first conversation you receive a written offer with set-up and, if needed, an ongoing fee.
We set this out in the offer. If the solution builds on our infrastructure, you use it as part of your subscription.
Yes. Many workflows need no AI but a sound calculation or an integration. We use what fits the task.
Each module can be used on its own or combined with the others.
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.
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.
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.
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.
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.
We use cookies and similar techniques to measure how the site is used and to run advertising. Details are in the privacy policy.
These cookies are needed for the core functions of the site and to remember your preferences, such as the language.
These cookies let us count visits and traffic sources so we can improve how the site performs.
These cookies are used by advertising companies to show ads that match your interests.