How PreviAI differs from your setup today.
The honest comparison: what your current tool does well, where its limit is — and what PreviAI does differently.
Excel calculates figures. PreviAI runs the file.
Excel is flexible and familiar — but it knows neither sources nor gaps nor the client. Every workbook is a one-off, every handover a risk, every annual review starts from zero.
Not either/or: the calculator stays, the file joins it.
TaxWare-style calculators deliver strong tax and pension calculations for one moment. PreviAI builds the lasting client file around them — with sources, gap map, dossier and a client channel. Calculation results belong in the file, not in a folder.
Administration and tendering are solved. The analysis is not.
winVS and Sobrado are established rails for portfolio administration and quotation processes. PreviAI concentrates on what comes before: the source-bound 360° analysis and the broker-reviewed strategy. The rails stay — PreviAI is the advisory layer above them.
Built for the independent broker, not for a corporate sales force.
AI advisory platforms like Xaver are aimed primarily at large financial institutions and their sales organizations. PreviAI is built for the independent Swiss broker: your client book, your product choice, your dossier — at a fixed price instead of a corporate project.
Administration software administers. PreviAI prepares the advice.
Modern broker administration like cleva.ch organizes clients, policies and appointments. PreviAI starts at the advisory content: documents become the 360° analysis, gaps become visible, the dossier forms source-bound — and the client stays connected through the app.
Statements about third-party products are based on publicly available information and describe different areas of focus, not quality judgements.
The best comparison is your own case.
Bring an anonymized case example — we will show you the difference on it.