01
Plan velocity
Adjust buy ins, retirement dates, or property purchases live on screen. Show the immediate tax impact of a decision and close the advice gap before the meeting ends.
For Independent Advisors
From 'I will get back to you' to a live answer in the meeting.
SORVA replaces the Excel then PDF cycle. Run live what ifs with clients, in Swiss tax law, with numbers you can verify.
Sovereign Vault option: you hold the only keyBased on Swiss pension and tax law
The reality today
The cost of static plans
Every January you rebuild the spreadsheet. Every meeting you defend it. Every change forces a new export.
Directional from advisor interviews. Your mileage will vary.
3 hrs
Average prep time per client plan in Excel
10 min
Same plan in SORVA, live in the meeting
5
Strategy paths compared live, side by side
0
Static PDFs that win client conviction
Numbers from informal interviews with Swiss IFAs in 2026, not a controlled study.
The advisor edge
What SORVA gives the advisor
02
Meeting ready plans
Generate professional Swiss wealth plans in minutes, not hours. Automated precision replaces manual calculations, so you spend the meeting on strategy, not on rebuilding the math.
03
Swiss sovereign privacy
Your client data sits in an encrypted vault. You get a modern cloud platform with the professional discretion clients expect.
The advisor workspace
Your whole book of clients, in one workspace
Built and live today, free during the public beta. Sign up and start with your first client in minutes.
Multi-client dashboard
Every client on one screen, with search, filter and status: Prospect, Active, Plan ready, Review due.
Unlimited plans per client
Add each client and build their complete Swiss plan with the Lifetime Plan Wizard, as many scenarios as the conversation needs.
White-label branding
Your firm name and logo on the client PDF reports and across your dashboard.
Client read-only access
Invite a client to a secure, read-only view of their own plan. You control access and can revoke it anytime.
Notes, meetings and flags
Per-client notes, meeting scheduling and last-contact tracking, plus flags when a plan goes stale after a tax-year or engine update.
Audit log and consent
Timestamped consent records and an audit log, built for regulated advisors.
What SORVA maintains, so you don't
Stop maintaining what we maintain for you
Swiss law updates
AHV ceilings, BVG coordination deductions, 3a maximums, cantonal tax tables. Every year, SORVA refreshes them. Your client plans update automatically.
Per-canton tax math
Federal, cantonal, and municipal layers, kept current. No spreadsheet to rebuild every January.
The engine, not your formulas
The full planning engine, three pillars, tax, withdrawal sequencing, and earliest-retirement-age checks, is built and tested by us. You work from results you can rely on, not spreadsheet formulas to debug.
Genuinely new ground
Tell your client their earliest retirement age in 30 seconds.
SORVA finds a safe age at which the plan still holds, across the client's whole life. If they want to retire earlier, the same tool shows the trade-off needed to make it happen. No more 'I will get back to you'.
How a 30 minute meeting changes
A typical client meeting with SORVA
Minute 0 to 5
Open the plan together on screen.
Minute 5 to 15
Run three live what ifs: retire at 60 vs 63, buy in CHF 50k to Pillar 2, rent out the second property.
Minute 15 to 25
Compare paths side by side. Tax saved, wealth gained, runway extended.
Minute 25 to 30
Agree the plan and the next steps together, live on screen. Your client leaves with clarity and decisions, not a static spreadsheet.
Built for Switzerland
Swiss specifics, baked in
AHV, BVG, Pillar 3a, BVV 3 aligned. 12 cantons live today, more rolling out through 2026.
AHV
BVG
Pillar 3a
BVV 3
ESTV aligned
12 cantons live
How the options compare
Comparison for advisory workflows
Spreadsheets
Legacy enterprise
SORVA platform
BestVisuals
Spreadsheets
Basic
Legacy enterprise
Dense
SORVA platform
High definition, modern
Speed
Spreadsheets
Manual
Legacy enterprise
Requires training
SORVA platform
Fast, intuitive
Client experience
Spreadsheets
Static PDFs
Legacy enterprise
Dense charts
SORVA platform
Live what-if modelling
Cost
Spreadsheets
Free, but time-intensive
Legacy enterprise
Higher cost
SORVA platform
Built for advisor workflows
Yearly Swiss rule updates
Spreadsheets
Rebuild every January
Legacy enterprise
Patch downloads, billable hours
SORVA platform
Automatic, included
Your clients trust you with this. Here is how we treat it.
How the vault worksAdvisor questions
Common advisor questions
ZH, BS, BL, AG, LU, SO, SZ, ZG, BE, SG, TG and GR are live in the public beta. Remaining cantons are rolling out through 2026. Federal AHV, BVG and Pillar 3a math applies nationwide.
Yes. AHV ceilings, BVG coordination deductions, 3a maxima, cantonal tax tables, all refreshed each year. Your client plans recompute automatically. No spreadsheet rebuild in January.
Yes. Invite a client and they get a secure, read-only view of their own plan, with access you control and can revoke anytime.
You add each client to your workspace, build their complete Swiss plan, run as many scenarios as you need, and present it live. It is free during the public beta.
Whole life plan checks, the earliest retirement age your client's plan can support, Gap Analysis, withdrawal sequencing across Pillar 1, 2 and 3a against the cantonal curve, household scenarios, milestone affordability.
SORVA is designed as a deterministic educational planning tool that stays within the non-advice perimeter: it does not recommend specific financial instruments and is not intended to be a financial service under FinSA/FIDLEG. It does not change your own regulatory responsibilities toward your clients.
To build a plan, your client's figures are processed on our Swiss calculation service, which keeps nothing. The saved plan is then encrypted in your browser and held only in encrypted form, in Switzerland. If you ever forget your password, we can help you back in, because we keep a sealed recovery key for your vault today. Your clients do not hold a separate key at this stage.
The advisor workspace is live and free during the public beta: a multi-client dashboard, unlimited plans per client, PDF reports white-labeled with your firm name and logo, and a read-only client view. Paid pricing comes after the beta. Your client data is stored in Switzerland.
No. Each advisor sees only the clients they onboard. Client records are isolated per advisor and enforced in the system's access controls, and individuals who use SORVA on their own are entirely separate.
Public Beta · 2026
Stop telling clients you will get back to them.
Free during the public beta. Create your account, add your clients, and start today.