# Custom solutions for financial planners – innoVorsorge > Whatever does not fit into one of the modules, we develop as a dedicated solution for your financial planning firm: integrations, calculators, templates and workflows. Price on request. Adresse: https://www.innovorsorge.ch/en/financial-planners/custom Diese Fassung wird beim Bau aus dem Inhalt der Seite erzeugt. --- # 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. [Book a demo](https://www.innovorsorge.ch/en/financial-planners/contact?thema=individuell)[All modules](https://www.innovorsorge.ch/en/financial-planners#module) Model One-off set-up, then an ongoing fee Price On request Works with - [Hub](https://www.innovorsorge.ch/en/financial-planners/hub) - [Local AI](https://www.innovorsorge.ch/en/financial-planners/local-ai) ## 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 - RequestDoneYou describe what costs time today or what is missing. - AssessmentDoneWe check what can be solved with existing building blocks and what needs to be built. - 3OfferOpenYou receive scope, set-up and ongoing fee in writing. - 4Build and sign-offLaterWe build, you test on real workflows and approve. - 5OperationLaterThe 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](https://www.innovorsorge.ch/en/financial-planners/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. www.your-company.ch Rietmatt Financial planning Know what retirement means for you Book a meeting ![](https://www.innovorsorge.ch/bilder/finanzplaner/beispielfirma-beratung.jpg) View module ### [Tools](https://www.innovorsorge.ch/en/financial-planners/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. Savings per year **CHF 6'000** Return *2 %**3 %**4 %* After 20 years **CHF 161'222** View module ### [Local AI](https://www.innovorsorge.ch/en/financial-planners/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. Local server In your office network No connection to AI providers View module ### [Hub](https://www.innovorsorge.ch/en/financial-planners/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. ![](https://www.innovorsorge.ch/bilder/finanzplaner/hub-vorschau-en.png) View module ## See the module in a demo We show you the module on sample cases and clarify which parts fit your firm. [Book a demo](https://www.innovorsorge.ch/en/financial-planners/contact?thema=individuell)[All modules](https://www.innovorsorge.ch/en/financial-planners#module) Price on request: a one-off set-up and an ongoing fee.