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.
Your tools in one workflow
The hub brings together what a financial plan involves: cases, reports, redaction, portfolio analysis and documents from your clients. We set it up around your workflow and keep developing it through our own use.
What you get
The tools we work with in our own company, in one browser application.
01
Cases
Every client as a case with status, documents, notes and reports.
02
Report pipeline
Capture the case, calculate deterministically, create the report. You set assumptions, scope and tone.
03
Redaction
Client data in documents is suggested and redacted after your review.
04
Portfolio analysis
Several portfolios side by side: identical holdings, overlaps and concentrations by country and sector.
05
Upload portal
Your clients upload documents, you find them sorted in the case.
06
Continuous development
What we improve for our company reaches your hub as well.
Try the hub
Switch between the sections on the left. In the report you can change assumptions and approve, in redaction you can apply the suggestion. All data is made up.
hub.your-company.local
Hub
Server in the office
Cases
Case 2026-014 Keller08:40 Report draft v3 created with Assumptions_2026.json
A sparring partner, not a replacement
The hub takes preparatory work off your hands, the advice remains yours. Every workflow in the hub follows this pattern.
Tap or hover over a role to see its tasks.
We set up the infrastructure, operate and maintain it. When your firm has a specific request, we build the solution for it.
- Set-up of hub, website or local server
- Operation, updates and backups
- Maintenance and support
- Further development on specific request
New report template built on request
You decide what the calculations are based on and how texts are written, and what goes to the client. The client relationship stays with you.
- Set assumptions, templates and tone
- Review suggestions and drafts
- Decide and approve
- Lead conversations and the client relationship
Report moved from draft to approved
The AI reads documents, recognises client data and drafts texts. What it delivers remains a suggestion until you approve it.
- Read and file documents
- Suggest client data for redaction
- Draft report texts in your tone
Suggestion: redact 4 items
Figures come from fixed calculation methods, not from the language model. The same inputs give the same result, the workings are in the appendix.
- Asset projections and pension gaps
- Tax effect of buy-ins and pillar 3a
- Overlaps and concentrations in portfolios
- Workings to read through
Same inputs, same result
How the introduction works
Map the workflow
We look at how a case runs in your firm today and define templates, assumptions and tone.
Set-up
We set up the hub, apply your defaults and connect it to the local AI if you wish.
Training
You and your team work through the first cases together with us.
Operation
We run and maintain the hub. New features are added continuously.
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
- Set-up around your workflow, taking over templates and assumptions, training your team.
- Ongoing fee
- Operation, maintenance, updates to new statutory values and new features from our own use.
Frequently asked questions
Where does the data in the hub run?
Together with the Local AI module, text recognition, redaction and the language model run on the server in your office. How the hub itself is operated, we decide together with you.
Can I use my own report templates?
Yes. We set up the structure, scope and tone of the reports according to your requirements. Existing templates serve as the starting point.
What does SaaS-style mean?
You pay once for the set-up and then an ongoing fee for operation, maintenance and development, like subscription software. You do not have to maintain an installation of your own.
Does the hub replace my planning software?
That depends on your workflow. Some parts the hub takes over completely, for others a connection makes more sense. We clarify this in the first conversation.
The other four modules
Each module can be used on its own or combined with the others.
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.
Custom
Whatever else you need
Whatever does not fit into one of the modules, we build with you as a dedicated solution.
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.