PreviAI
Product

From a stack of documents to an advice-ready file.

PreviAI brings client documents, goals, risks and life events together in one Client 360 file — structured, source-linked and ready for your strategy. You review, decide and issue.

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How it worksThe workflow

Six steps from intake to monitoring.

What is in itThe advisory fields

Six fields, one client file — from day one.

Who controls itYou. Always.

AI controls, source trail and approvals.

What it costsCustomer-book subscription

From CHF 399/mo - unlimited users and AI included.

The workflow

From a phone photo to signed advice.

Your client photographs the documents, the AI does the busywork, you make the decisions — and the signature comes back digitally. One continuous flow, no media breaks.

1Your clientClient uploads by phone photo

Pension certificate, policies, tax return: photograph them with a phone and upload them in the client app — or upload PDFs directly yourself. No scanner, no email attachment, no chasing.

Photo → secure upload
2PreviAI AIAI scans and extracts every field

Every document is read and all relevant information extracted — each field with a confidence score and a link to its source. Anything unreadable or missing is flagged.

Every field with a confidence score
3PreviAI360° analysis across all fields

Deterministic calculations build the analysis: pension gap, coverage gaps, tax and buy-in potential — across all six advisory fields at once.

Gaps and opportunities, quantified
4PreviAIReport draft is generated

The analysis becomes a source-referenced report draft — a working basis for you, not finished advice.

Source-referenced, versioned
5YouYou review and decide

You are notified, check values and rationale, choose strategy and products. Only your approval turns a draft into advice — nothing reaches the client first.

Your approval is the boundary
6Your clientSend by chat, sign by e-signature

You send the report and documents through the secure chat in the client app. Your client reads, asks questions — and signs directly by e-signature. The confirmation lands versioned in the file.

Signed, back into the file
Advisory fields

Six fields. One client file. From day one.

No modules, no add-ons: every field sits in the same source-linked file. Pick a field and see how it looks in the product.

Choose an advisory field
Coverage overview · MüllerSources linked ✓
HouseholdCovered ✓
Personal liabilityCovered ✓
DisabilityGap · CHF 2'300/mo
Linked sources4 policies

Sample data · every figure with a source link and confidence score

Find protection gaps before they get expensive.

The coverage overview comes from the policies themselves — not from memory or Excel. Gaps sit next to pension, mortgage and wealth, so you can set priorities in the full picture.

  1. Upload policies. Household, liability, disability and other contracts — from you or securely from the client.
  2. Coverage analysis with a source trail. Coverage and gaps are structured; every statement stays linked to its policy.
  3. Show it in the meeting. The gap becomes a clear, reviewed statement inside the strategy and dossier.
Wealth picture · MüllerSources linked ✓
Securities portfolioCHF 240'000
AccountsCHF 85'000
Pillar 3aCHF 62'000
Linked withPension · Tax

Sample data · every figure with a source link and confidence score

The portfolio in the context of the client’s story.

PreviAI is not an investment tool and not a robo-advisor. It keeps the wealth picture in the same source-linked file as pension, tax and goals — so your investment rationale forms in the full picture.

  1. Upload statements. Portfolio and account statements plus 3a holdings land in the client file.
  2. Wealth picture in the profile. Holdings are structured and linked to pension and tax questions.
  3. Record the strategy. Your rationale becomes part of the broker-reviewed strategy and dossier.
Financing & tax · MüllerSources linked ✓
Affordability31% ✓
MortgageCHF 720'000
3a deduction openCHF 7'056
Pension buy-in possibleCHF 48'000

Sample data · every figure with a source link and confidence score

Affordability and tax in one picture.

Affordability without the tax picture is half an answer. In the file, financing, 3a, pension buy-in and home-ownership withdrawals sit side by side — calculated deterministically and prepared for the client meeting.

  1. Upload documents. Financing documents, tax return and salary statement land in the file.
  2. Calculate affordability & potential. Deterministic calculation runs show affordability and tax potential — source-bound.
  3. Show the options. Amortization, buy-in or 3a: the variants become part of your strategy.
Pension picture · MüllerSources linked ✓
Pension gap, age 65CHF 1'840/mo
BVG buy-in potentialCHF 48'000
3a potentialCHF 7'056/yr
SourcesPension certificate · IK statement

Sample data · every figure with a source link and confidence score

The pension gap — deterministically calculated, source-bound.

The three-pillar picture comes straight from the pension certificate, AHV/IK statement and tax context. The pension gap becomes a clear, source-bound figure — not an estimate.

  1. Upload documents. Pension certificate, AHV/IK statement and tax context land in the client file.
  2. Three-pillar analysis. AHV, BVG and private pension are calculated deterministically, every field with a confidence score.
  3. Discuss the gap. Pension gap, buy-in and 3a potential are prepared and ready for the conversation.
Business client · Keller GmbHSources linked ✓
BVG affiliationReview due
Owner coverageGap found
Employees12
Linked withPrivate file A. Keller

Sample data · every figure with a source link and confidence score

Business clients: private and company in one file.

Business clients have two financial lives — and usually only one broker. PreviAI keeps the company solution and the private situation connected, so both can be advised in one conversation.

  1. Company and private documents. The BVG affiliation contract, staff lists and the owner’s private documents land in linked files.
  2. Both roles in one picture. SME benefits and private coverage become visible together — cleanly separated, but linked.
  3. Advise them together. Company and private solution become part of the same broker-reviewed strategy.
Events · MüllerSources linked ✓
Property purchase reported3 days ago
Fields affectedMortgage · Protection
Review proposed14 August
SourceClient app

Sample data · every figure with a source link and confidence score

Reviews when life changes.

Most advisory moments happen between the annual meetings. Events from the client app flag the affected fields and turn a notification into a prepared reason to talk.

  1. Client reports an event. Marriage, a child, property, a job change or founding a company — securely through the app.
  2. The file flags the fields. The event becomes part of the client file and shows which advisory fields are affected.
  3. You run the review. With an updated file and a clear agenda — instead of starting from zero.
AI under control

Your expertise. Accelerated, not replaced.

AI speeds up document reading, summaries and drafts. Money figures and compliance-critical facts stay bound to deterministic calculations, source documents and confidence scores — and nothing reaches the client without your approval.

Review the controls
  • AIreads documents, summarizes, prepares drafts
  • CALCcalculates deterministically — every figure reproducible and source-bound
  • YOUreview, correct, approve — and issue the advice

See the workflow on a real case.

A guided demo with one client file — from the source documents to the file.

Request demo