Financial planning,
reimagined.
Empower your clients with AI-driven insights and comprehensive financial planning tools.
✨ Transform the way you advise clients
Finio empowers advisors with AI-driven insights, automated reporting, and a holistic view of client portfolios. Deliver more value, save time, and deepen client relationships with a platform designed for modern wealth management in Switzerland.
Effortless client onboarding
Seamlessly onboard clients and aggregate their financial data securely in one place.
Real-time portfolio insights
Instantly analyze client portfolios, performance, and risk with AI-powered dashboards.
Automated budgeting, reporting & compliance
Generate professional reports and budgets and stay compliant with Swiss regulations effortlessly.
Task & workflow automation
Streamline your daily tasks, reminders, and client follow-ups with smart automation.
Secure document management
Organize, share, and store sensitive client documents with bank-level security.
Swiss data privacy & compliance
All client data is encrypted and stored in Switzerland, ensuring privacy and compliance.
Join the Finio waiting list
Be the first to know when we launch and get early access to our platform.
Be the first to know when we launch
✨ Want to see Finio in action?
Book a call with our team to discover how Finio can transform your advisory practice.