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.
You get a website for your firm that runs on the same foundation as our own. Content and design are yours, technology, operation and maintenance are ours.
Everything we built for innovorsorge.ch and keep improving is available to your website as well.
01
Home page, advisory services, about us, contact and legal pages, built from your content and in your colours.
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Every page in two languages if you wish, with a language switch and the right information for search engines.
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You write posts yourself or with our support. They appear in an overview and can be linked to related pages and calculators.
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Calculators from the Tools module can be embedded directly in your pages, for example next to an advisory service.
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Structured data, a sitemap and a version for AI search services are generated automatically on publishing.
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Hosting, security updates and checks before every release are on us. You tell us what to change, we do it.
Structure and content follow your services. The preview shows the home page of a made-up firm, the photo comes from a free image library.
Financial planning in Winterthur
Know what retirement means for your finances
We work out with you what an annuity or lump sum, pension fund buy-ins and pillar 3a mean in your situation. Independent and fee-based.

Where we support you
Retirement planning
Annuity or lump sum, the right timing and the taxes on withdrawal.
Pensions and taxes
Pillar 3a, pension fund buy-ins and staggered withdrawals.
Investing
An investment strategy that fits your goal, without product sales.
Calculator
Do your own numbers before we meet
The compound interest calculator shows how regular saving develops over the years.
Assets after 20 years
CHF 205'613
From the blog
A first meeting takes about an hour and comes with no obligation.
We discuss your services, your audience and which pages are needed. We take over existing texts and images.
We set up the pages and show you a preview. The website goes live only after your approval.
After that we run and maintain the website. You send us changes by email.
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.
Yes. The website runs under your domain. We set up redirects so that existing links to old pages keep working.
You send us new texts or changes, we put them in place. Automatic checks run before every release, for example for broken links and missing information.
No. What is shared is the technical foundation. Colours, fonts, images, structure and texts follow your firm.
The website comes with a consent dialogue for analytics services. You decide which services are included. We align the privacy policy with that choice, legal responsibility for its content stays with you.
Each module can be used on its own or combined with the others.
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.
Whatever else you need
Whatever does not fit into one of the modules, we build with you as a dedicated solution.
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.