For financial planning professionals

For independent financial planners, advisors and fiduciaries who run the numbers during the meeting instead of explaining them afterwards.

Advisors

A tool that convinces clients.

For financial planners, fiduciaries and independent advisors who want to convince their clients with clear numbers instead of static PDFs.

Complete life modelling

Model your clients fully over decades – pension, real estate, taxes and wealth in one coherent model.

Scenarios, not gut feeling

Build as many variants for your clients as you need – early retirement, a property purchase, pension buy-ins – and show them what each one means for their wealth.

Professional PDF reports

Hand over polished, professional reports your clients can keep – charts, tables and assumptions, all in one document.

Why advisors choose Wealth4Life

Cut preparation time per client meeting significantly.
Swiss-specific calculations – cantonal taxes, state pension, pension fund, Pillar 3a.
Replace fragile Excel models with a continuously maintained and tested calculation engine.
Exchange documents with clients through a secure portal – no more email attachments.
Present results in a clear visual language clients understand.

FOR PROFESSIONALS

Professional plan for certified advisors.

Verified access for financial planners. Includes client portal, secure data exchange and multi-account management.

FOR CERTIFIED ADVISORS

Professional

For advisors managing multiple clients

Prices announced at launch

Request access

Diplomas and certificates are reviewed by hand. You only pay once your access is approved.

Everything included

Unlimited scenarios
Household & family
Income, state pension / pension fund / Pillar 3a
Primary home & mortgage
Cantonal taxes & domiciles
Financial plan report (PDF)
Rentals: cashflow & tax
Advanced investments & market scenarios
Phased wealth drawdown in retirement
Disability scenarios & coverage gap analysis
Premature death & survivors' coverage
Separation & divorce: financial consequences
Inheritance & estate planning
AI Assistant (chat with your plan)
Report with personalised AI commentary
Excel export of the simulation data
Personal support

Working with clients

Manage multiple client households
Invite clients & manage mandates
Secure chat with your clients
Protected document exchange
Share and co-edit scenarios
Complete advisory audit trail
Advisor reports & presentation mode
Profile in the advisor directory

Qualifications we accept

Finanzplaner/in mit eidg. Fachausweis (Federal Diploma of Higher Education)
Dipl. Finanzplanungsexperte/in NDS HF
Certified Financial Planner CFP®
MAS Financial Consulting
Finanz- und Anlageexperte/in mit eidg. Diplom (Federal Diploma)
Finanzanalytiker/in und Vermögensverwalter/in mit eidg. Diplom (Federal Diploma)
Dipl. Steuerexperte/in (Certified Tax Expert)
Dipl. Treuhandexperte/in (Certified Fiduciary Expert)
Pensionskassenleiter/in mit eidg. Diplom (Federal Diploma)
Experte/in für berufliche Vorsorge mit eidg. Diplom (Federal Diploma)
Sozialversicherungsexperte/in mit eidg. Diplom (Federal Diploma)