Secure client portal · Swiss brokers
finra is the client portal for Swiss brokers and fiduciaries: your clients submit tax and insurance documents securely, see the status at any time and release documents digitally — instead of WhatsApp, email and paper.
In three steps
No setup, no training. You invite your clients — the portal guides them through the rest step by step.
You invite your clients by email. Each one gets their own secure login under your address — mueller.finra.ch.
Your clients upload documents, from mobile or desktop. If something's missing, request it specifically as a task.
You process them, raise queries and send finished documents for release. The client sees every step.
A look inside the portal
On the left, your cockpit — key figures and action items at a glance. On the right, your clients' app, installable on the phone.
More than just storage
Contracts with versions, families, deadlines and client requests — all in one place, modern and clear.
Your clients don't land on an anonymous platform, but in YOUR portal: your own address like mueller.finra.ch, your logo, your colour. That builds trust and strengthens your brand — from the very first login.
Manage the entire contract portfolio per client: policy, quote, addenda — organised by category, with full version history and premiums in view.
Cancellations, main renewal dates, dossier deadlines and tasks come together automatically in a single table — sortable and filterable, colour-coded by urgency.
| Cancellation | Household contents · Mobiliar | E. Fischer | 27.04. |
| Cancellation | KVG · CSS | M. Bianchi | 19.05. |
| Task | Follow up on quote | S. Meier | 16.07. |
| Appointment | Initial consultation | L. Rossi | 19.07. |
The rate-fixation radar does not flag the expiry date but the day from which the refinancing needs to be settled — twelve months ahead by default. Whoever calls only on the expiry date has no negotiating position left.
| Raiffeisen | The Bianchi family | 780 000 | 04.11. |
| ZKB | M. Keller | 1 150 000 | 19.01. |
| Migros Bank | S. Roth | 495 000 | 02.08. |
In the portal, your client submits a request themselves — «new car insurance», «rental deposit» — and attaches the right document right away. You handle everything in one inbox, reply directly and tick off open items. And the client maintains their own family with all members.
Present several offers for a request as alternatives. The client compares at leisure and accepts one with a click — the rest close automatically and you get notified.
One portal, two sides
For you as a broker
For your clients
Features
Tailored to tax returns, health insurance and insurance policies — and open to everything else.
Documents are stored securely and delivered only after logging in — never via an open link.
Submitted, in progress, for release, completed — the status is visible to both sides at all times.
Missing the salary certificate? Request it as a task — an open item with an upload field appears for the client.
Clients confirm with a logged click or upload the signed document — with a timestamp.
Every broker gets their own subdomain — mueller.finra.ch — with your logo and your colour.
Hosted in Switzerland, FADP-compliant, with an access log for every step on the dossier.
Your data stays in Switzerland, on infrastructure under Swiss jurisdiction.
Documents are accessible only after logging in, never via an open link on the web.
Built to the revised Swiss Federal Act on Data Protection — including especially sensitive data.
Every change to the dossier is logged — traceable for you and your clients.
Ready?
Register, choose your address and invite your first client — in just a few minutes.
Try free for 14 days