Policies and documents collected
Important documents, cover details and open questions are clearly bundled in one place.
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Fianza App
Everything in view. Simply connected.
Insurance, pension planning and financial questions in one place, connected with personal advice.
Features
What the app makes easier.
01
Savings potential visible
Existing solutions can be understood, compared and optimized together with advice.
Advice in context
Your situation, documents and next steps stay connected with personal advice.
Swiss data protection
Insurance, pension and financial data is handled confidentially and securely.
Who it is for
A clear overview for people and companies.
The app does not replace advice. It makes advice better because important information is organized, understandable and easy to access.
For private clients
- Health insurance and policies
- Pension planning and pillar 3a
- Financial overview
- Personal advice
For self-employed people and companies
- Business insurance
- Pension and risk protection
- Liquidity and planning
- Clear next steps
Security
Digital order, guided confidentially.
Fianza works with sensitive information. That is why we combine digital clarity with protected processes, Swiss data protection and personal responsibility.