One workspace. Every client relationship.
PreviAI is built for you as the broker — and at the same time strengthens your team, your private clients and your business clients. Holistic care like inside a large group, but independent and under your control.
More overview per client. Less file work.
Preparation, calculation, documentation: as an independent broker you carry the whole case load. PreviAI takes the routine off your desk — without you giving up control.
Time per client file
in the supported AI-assisted review flow
- Annual reviews without archaeology: the file knows its sources, gaps and open points.
- A confident appearance: explain the whole situation instead of showing product fragments.
- Reviewable files: every recommendation with a source trail — for review, compliance and the follow-up conversation.
Same advisory quality. Every pillar. Every file reviewable.
Small brokerage firms grow on trust. PreviAI turns the way your best adviser works into the standard for the whole firm.
One standard, clear responsibilities, handover-ready files — visible instead of buried in mailboxes.
A secure channel to you — instead of email chaos.
Your clients get an app with your name on it: upload documents securely, read released reports, report life events, give confirmations. The relationship stays alive between meetings — and you stay the sender.
Company and owner from one hand.
Large providers serve private and business clients inside one group. With PreviAI you offer the same 360° care independently: BVG affiliation, staff benefits and the owner’s private situation stay connected — in files you control.
- BVG affiliation in view: the company’s affiliation contract, cover and review dates in one file.
- Owner and company connected: private pension and company solution in the same conversation — cleanly separated, but linked.
- Company events as triggers: formation, growth or succession start a review — like any life event.
Against the status quo: Excel, folders and CRM filing.
| Today: Excel + CRM | With PreviAI | |
|---|---|---|
| Client view | Scattered across files and portals | One source-linked 360° profile |
| Gap analysis | Manual, product by product | Across every field, deterministically calculated |
| Source trail | In your head or in a folder | Every figure with its document and confidence |
| Dossier | Ad-hoc packages per case | Versioned, source-referenced, issued by you |
| Client channel | Email and messengers | A secure app with uploads, reports and events |
Detailed comparisons: see all comparisons.
Check the fit on your own case.
Bring an anonymized case example — we will show the workflow on it.