Secure client portal with dossiers
Your clients submit documents digitally — instead of by email attachment, WhatsApp or on paper. For each matter you create a dossier (for example “Tax return 2025”), note which documents you need, and see at any time what's already there and what you're still waiting for.
- Dossiers with a clear requirements checklist for each document
- Clients upload documents and release them with a single click
- Live status at a glance: open, submitted, released
- A complete access log for every step on the dossier
- Templates create every requirement at once when you open a dossier — ten items instead of typing ten times
- finra follows up by itself: one reminder per dossier, four at most, with seven quiet days in between
Contacts and CRM
All prospects and clients in one place — with the full history instead of scattered notes. Record conversations, plan tasks and appointments, and turn a contact into a portal client with a single click.
- Notes and an activity timeline for each contact
- Tasks and appointments with due dates — nothing gets forgotten
- Tags and segments to keep your portfolio organised
- Families and households with all members — maintained by the client in the portal
- Invite portal access directly from a contact
Requests inbox
Your clients report needs straight from the portal — you handle it all in one inbox, just like an email program: folders and views on the left, the list in the middle, the request with its full history on the right. You reply to the client in the same window and tick off internal steps as open items.
- A clear view with custom folders, unread filter and search
- Reply right in the thread — the client sees it in their portal
- Open-item checklist per request (e.g. obtain three offers); due items land in the deadline radar
- Documents delivered by the client right along with it
Offers that become contracts
Create several offers for a request and present them to your client in the portal as alternatives. The client accepts one with a click — the rest are declined automatically, you get notified and turn it into the active contract.
- Several offers per matter — the client compares at leisure
- Accept with one click — the alternatives close automatically
- You are notified immediately and activate the contract
- The accepted offer seamlessly becomes the policy in your portfolio
Contracts and policies
Manage the entire contract portfolio per client: policy, quote and addenda — organised by insurance class, with full version history and premiums in view. That way you find every document in seconds instead of in a folder.
- Contract portfolio per client, organised by the Swiss insurance-class catalogue
- Documents with versions — every addendum stays traceable
- Premiums and terms always at a glance
- Clients see their own contracts in their portal
- Scan with your phone: finra finds the page edges, crops them and turns several pages into one PDF
Deadline radar
Cancellation dates, main renewal dates, dossier deadlines and open tasks come together automatically in a single table — sortable and filterable, colour-coded by urgency. You'll never miss a deadline again, without having to work it out yourself.
- All deadlines from contracts, dossiers and tasks in one place
- Colour-coded by urgency — the most important first
- Sortable and filterable by client, type and date
| Cancellation | Household contents · Mobiliar | E. Fischer | 27.04. |
| Cancellation | KVG · CSS | M. Bianchi | 19.05. |
| Open item | Obtain AXA offer | M. Bianchi | 16.07. |
Mortgages with a rate-fixation radar
Keep your clients’ mortgage portfolio with amount, interest rate and rate model. The 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.
- Lead time adjustable per mortgage — twelve months is only the default
- Average rate weighted by amount: 50,000 at 3 % and 800,000 at 1 % make 1.118 %, not 2 %
- Expiries by year — when how much volume comes up for renewal
- In the same deadline radar as cancellations and main expiries — one list, not two
- Mortgages without an expiry date are listed separately instead of quietly disappearing
| Fixed-rate period | Raiffeisen | The Bianchi family | 04.11. |
| Fixed-rate period | ZKB | M. Keller | 19.01. |
| Fixed-rate period | Migros Bank | S. Roth | 02.08. |
Your own portal
Every broker gets their own address (for example mueller.finra.ch) with their own logo and colour. Your clients immediately recognise that they are in your personal portal — not on an anonymous platform.
- Your own subdomain with your name
- Your logo and your colour instead of someone else's branding
- No installation — runs in the browser, on mobile too
Team and roles
Not working alone? Invite team members into your portal. Everyone sees the shared portfolio, while administration remains reserved for the owner.
- Invite team members by email
- Roles for owner and team members
- A shared client and contract portfolio for the whole team
Security and data protection
Confidential client documents deserve protection. finra is aligned with the revised Swiss Federal Act on Data Protection: data exclusively in Switzerland, encrypted transmission and access strictly tied to a login.
- Hosted exclusively in Switzerland
- Encrypted transmission (HTTPS), access only with a login
- Two-factor login to protect sensitive client data
- Strict separation: each broker sees only their own data
- Access log for every change — traceable for both sides
More on this in our Privacy policy.
Easy switch: import & export
Bring your portfolio over from your old system — import contacts and contracts via CSV, export everything anytime. No data silo, no lock-in.
- Import contacts and contracts via CSV — with a template
- Export everything as CSV anytime — your data stays yours
- A client’s whole file as a ZIP — with every document, not just the table
- Fully in four languages: broker and client portal in DE, EN, FR and IT
Try free for 14 days
No credit card, no risk — try finra at your own pace with real clients. Questions? Take a look at the frequently asked questions or write to us.