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
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
- Invite portal access directly from a contact
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
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
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
- 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.
Try free for 30 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.