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, on-deviceBuilt for Swiss 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
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.
Swiss sovereign privacy
Your client data sits in an encrypted vault. You get a modern cloud platform with the professional discretion clients expect.
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.
Available today, and on the roadmap
What you can do today, and what we are building next
Available today
Build a complete Swiss plan for each client in SORVA: enter their situation, model it in Swiss tax and pension rules, and run live what-ifs and side-by-side comparisons on screen in your meeting. One plan per client, on the standard tool, free during the invite-only private beta.
On the roadmap
A dedicated advisor workspace, multi-client management, client access to their own plan with permissions you control, and white-label branding and reports. These are not available yet. If you would want any of them, reach out and we will set up a session; your input shapes what we build.
Built for Switzerland
Swiss specifics, baked in
AHV, BVG, Pillar 3a, BVV 3 aligned. 8 cantons live today, more rolling out through 2026.
AHVBVGPillar 3aBVV 3ESTV aligned8 cantons live
How the options compare
Comparison for advisory workflows
Visuals
- Spreadsheets
- Basic
- Legacy enterprise
- Dense
- SORVA platformBest
- High definition, modern
Speed
- Spreadsheets
- Manual
- Legacy enterprise
- Requires training
- SORVA platformBest
- Fast, intuitive
Client experience
- Spreadsheets
- Static PDFs
- Legacy enterprise
- Dense charts
- SORVA platformBest
- Live what-if modelling
Cost
- Spreadsheets
- Free, but time-intensive
- Legacy enterprise
- Higher cost
- SORVA platformBest
- Built for advisor workflows
Yearly Swiss rule updates
- Spreadsheets
- Rebuild every January
- Legacy enterprise
- Patch downloads, billable hours
- SORVA platformBest
- Automatic, included
| Spreadsheets | Legacy enterprise | SORVA platformBest | |
|---|---|---|---|
| Visuals | Basic | Dense | High definition, modern |
| Speed | Manual | Requires training | Fast, intuitive |
| Client experience | Static PDFs | Dense charts | Live what-if modelling |
| Cost | Free, but time-intensive | Higher cost | Built for advisor workflows |
| Yearly Swiss rule updates | Rebuild every January | Patch downloads, billable hours | Automatic, included |
Your client's data is encrypted on their device and stored only in encrypted form.
Advisor questions
Common advisor questions
ZH, BS, BL, AG, LU, SO, SZ and ZG are live in the private beta. Remaining cantons are rolling out through 2026. Federal AHV, BVG and Pillar 3a math applies nationwide.
Private Beta · 2026
Stop telling clients you will get back to them.
Become a launch partner advisor for the 2026 release.