Practical AI
AI checks, identifies and organises client documents to reduce manual reviews.
Digital visibility + CRM for independent financial advisers
Get discovered. Manage your pipeline.
A profile that strengthens your online presence. A dedicated CRM that brings your clients and cases together.
Mortgages · Pensions · Insurance · Tax · Wealth management
30 minutes · No commitment
Hosted in Switzerland Remain independent Guided implementation
A platform ready to work
Focus on your clients. We take care of the rest.
Secure and hosted in Switzerland
Your data is hosted in Switzerland and protected through controlled access.
Ready to use
A platform configured for your business, with dedicated onboarding and support.
Digital visibility
Be visible where your clients are searching.
Build your online presence with a professional profile listed in the directory and on pages related to your expertise and areas of activity.
- Professional profile and client reviews
- Search by expertise, canton and language
- Presence on local pages and mortgage content
More than a directory
The strength of a digital ecosystem. A platform built for your profession.
Digital expertise
RealAdvisor Finance benefits from the technology, content and marketing experience developed within the RealAdvisor ecosystem.
Visibility built for RAF
Your profile and local pages are developed on realadvisor-finance.ch with a dedicated SEO strategy.
A stronger network
Independent advisers, professional tools and shared expertise brought together on one platform.
The adviser CRM
Each client.Each case.Every next action.
Centralise contacts, opportunities, tasks and history in an environment designed around the work of a financial adviser.
- A clear, prioritised pipeline
- Tasks, follow-ups and case tracking
- Simulations and documents linked to every client
The RealAdvisor Finance difference
Your profile attracts. The CRM converts.
1. Discovered
A client finds your profile.
2. Contacted
The prospect gets in touch.
3. Managed
The case enters the CRM.
4. Developed
You manage the relationship.
The proof is already online
Real profiles. Reviews you can read.
Independent financial advisers are already visible on RealAdvisor Finance. Explore their expertise, areas of activity and published client reviews.
View advisers and their reviews Verified profile Published reviews Independent network
Pricing
Choose how you want to grow.
Visibility
CHF 195 / month
Build your professional online presence.
- Directory profile
- Local visibility
- Client reviews
- Profile analytics
Growth
CHF 340 / month
Grow and manage your advisory business.
- Everything in Visibility
- Adviser CRM and pipeline
- Simulations and documents
- Reporting, support and onboarding
Prices exclude VAT · 12-month commitment
Frequently asked questions
Is this a digital visibility solution or a CRM?+
Both. The Visibility plan builds your digital presence through your profile, the directory and local pages. The Growth plan adds the CRM and the tools needed to manage your business.
Can I keep my own brand?+
Yes. You remain independent and keep your company, professional identity and clients.
Does RealAdvisor Finance provide leads?+
RealAdvisor Finance does not guarantee a volume of leads. Your profile can generate direct enquiries through the directory, local pages, content on realadvisor-finance.ch and our campaigns. Suitable opportunities may also be shared with you from time to time.
How can I explore the platform?+
Request a personalised 30-minute demo. We will show you your future digital presence and the CRM in the context of your business.
Personalised demonstration
Explore your digital visibility and CRM in 30 minutes.
See how RealAdvisor Finance can strengthen your visibility and bring structure to your advisory business.