Vertical solution: Fiduciary

Software for Fiduciary Firms & Financial Service Providers in Switzerland

Client portals, document management, compliance workflows and HR tools — custom-built for Swiss fiduciary firms and financial service providers. Swiss FADP-compliant data protection, Swiss hosting.

Get in Touch +41 78 612 62 24

Fiduciary daily challenges

What Swiss fiduciaries need digitally today

Client self-service

Clients want to upload receipts, retrieve documents and track status — without daily emails.

Secure document transfer

Encrypted upload, audit logs, FADP-compliant storage — handle sensitive financial data correctly.

Connection to accounting tools

Bexio, Abacus, Sage, Topal — automatic synchronization with client portals, no Excel bridges.

Efficient client onboarding

Identity verification, KYC/AML checks, contract workflows — digital instead of paper-based.

What we build

Software solutions for fiduciary firms

Client portals

Secure self-service portals with receipt upload, document download, task tracking, message center.

Document management

Structured storage, OCR text recognition, AI-powered classification, audit trail on every access.

Compliance workflows

KYC, AML screening, sanctions list matching, automatic onboarding checks.

Payroll & HR tools

Salary statements, withholding tax, AHV/IV social security, expense reports — integrated into the client portal.

ERP integration

Connection to Bexio, Abacus, Sage, Topal — no double data maintenance.

Reporting & analytics

Client dashboards, profitability analyses, real-time KPI overviews.

Compliance & Standards

Swiss FADP-compliant processing of sensitive financial data.
Swiss hosting on request — no third-country transfers without consent.
Audit trails on every data access for compliance reviews.
AMLA-compliant onboarding workflows with KYC/AML screening.

ERP/CRM Systems

Client management and accounting integrated.

Web Applications

Secure client portals with encryption.

AI Workflows

Automatic receipt classification, data extraction from documents.

Monitoring Radar

Monitor existing customers in the commercial register.

FAQ

Can you integrate with our existing accounting tool?

Yes. We have experience with Bexio, Abacus, Sage, Topal, AbaWeb, Run my Accounts and others. REST APIs, SOAP interfaces, file import/export — we find the right integration.

Are the client portals FADP-compliant?

Yes. End-to-end encryption, audit trails, granular access rights, Swiss hosting on request. Privacy policy and data processing agreements are part of our standard delivery.

Do you also offer KYC/AML workflows?

Yes. Automatic sanctions list matching, PEP screening, documented onboarding workflows. We also integrate external providers like SwissID, Intrum or Onfido.

What's the typical investment for fiduciary software?

Client portal with standard functions: from CHF 15,000. Full ERP with accounting integration: CHF 40,000-120,000. Exact price after requirements workshop.

What about data security for sensitive client data?

End-to-end encryption, MFA by default, granular access rights, regular backups, optional pen-testing before go-live. Swiss hosting on request.

Confidential & no commitment

Let's talk about your fiduciary software

Free initial conversation under NDA. We understand the compliance world and deliver a concrete, actionable concept.

+41 78 612 62 24 info@fluxaro.ch

Fiduciary industry awareness
We know the specifics of Swiss fiduciary firms and financial service providers.
Swiss data protection
FADP-compliant, Swiss hosting, audit trails — sensitive financial data handled correctly.
Accounting integrations
Bexio, Abacus, Sage, Topal — no double maintenance.
Fixed-price packages
Clear specifications, transparent quotes, no open T&M contracts.