# Hub for financial planners: cases, reports and documents in one place – innoVorsorge > Report pipeline, redaction, portfolio analysis and upload portal in one hub, set up around your workflow. One-off set-up and an ongoing fee, price on request. Adresse: https://www.innovorsorge.ch/en/financial-planners/hub Diese Fassung wird beim Bau aus dem Inhalt der Seite erzeugt. --- # 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. [Book a demo](https://www.innovorsorge.ch/en/financial-planners/contact?thema=hub)[All modules](https://www.innovorsorge.ch/en/financial-planners#module) Model One-off set-up, then an ongoing fee Price On request Works with - [Local AI](https://www.innovorsorge.ch/en/financial-planners/local-ai) - [Tools](https://www.innovorsorge.ch/en/financial-planners/tools) ## 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 Local, no cloud Hub Server in the office **CasesFiles3 newRedactionCalculatorPortfoliosReportsAI assistantCasesOpen casesClick a case for workflow and activityDaniela Keller2026-014Retirement 2033 and pension buy-inDraftSandra Huber2026-011Pillar 3aIn reviewMarco and Lea Brunner2026-009Home ownershipApprovedPeter Graf2026-016Estate and pensionsDocuments missingCase workflowDocuments6 of 6 documents in the case folderRedactionPension statement not redacted yetPension buy-inNot yet added to the reportPortfolio analysis2 portfolios compared, 3 shared holdingsReportDraft, your approval is pendingAI assistantQuestions on documents and figuresActivity08:40Report draft v3 created with Assumptions_2026.json08:12Filed in /Cases/2026-014 Keller/Documents08:12Daniela Keller uploaded 3 documents through the upload portalCase 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. ### 01innoVorsorgeWeSet up, operate, maintain, extend 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 serverOperation, updates and backupsMaintenance and supportFurther development on specific requestNew report template built on request ### 02Financial plannerYouConfigure, review, decide, approve 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 toneReview suggestions and draftsDecide and approveLead conversations and the client relationshipReport moved from draft to approved ### 03Language model, local if you wishThe AISuggest, draft, read documents The AI reads documents, recognises client data and drafts texts. What it delivers remains a suggestion until you approve it.Read and file documentsSuggest client data for redactionDraft report texts in your toneSuggestion: redact 4 items ### 04Calculation engineThe programCalculate deterministically 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 gapsTax effect of buy-ins and pillar 3aOverlaps and concentrations in portfoliosWorkings to read throughSame inputs, same result ## How the introduction works 1 ### Map the workflow We look at how a case runs in your firm today and define templates, assumptions and tone.2 ### Set-up We set up the hub, apply your defaults and connect it to the local AI if you wish.3 ### Training You and your team work through the first cases together with us.4 ### 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-upSet-up around your workflow, taking over templates and assumptions, training your team.Ongoing feeOperation, 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. ### [Website](https://www.innovorsorge.ch/en/financial-planners/website) Your site on our technologyA website for your firm on the same technical foundation as innovorsorge.ch, with a blog, two languages and embedded calculators.www.your-company.chRietmattFinancial planningKnow what retirement means for youBook 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 clientsCalculators and tests for your clients, such as a compound interest calculator, budget calculator, pension fund test or retirement self-test.Savings per yearCHF 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 ### [Custom](https://www.innovorsorge.ch/en/financial-planners/custom) Whatever else you need Whatever does not fit into one of the modules, we build with you as a dedicated solution. Interface Template Evaluation Your add-on 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=hub)[All modules](https://www.innovorsorge.ch/en/financial-planners#module) Price on request: a one-off set-up and an ongoing fee.