Available only in Switzerland
Schweizerform is currently available exclusively for users in Switzerland. Account creation from your region is restricted.KYC, risk profiles, source of wealth, pension and mortgage fact-finds — collected online, encrypted on the client's device, stored encrypted in Switzerland. You read them. Nobody else can, and neither can we.
Built for
The daily reality
Four problems every Swiss advisory firm knows — and what replaces each one.
The onboarding pack, printed and posted
Twelve pages of PDF, filled in by hand, half the fields blank. You spot the gaps a week later and the account opening slips again.
One link with required fields — a client cannot submit until they are filled in.
Passports and statements by plain email
ID scans, tax statements, pay slips and custodian statements arrive as attachments, get forwarded internally and stay in a mailbox synced to three devices.
One link replaces the email; answers are encrypted before they leave the device.
Form tools hosted abroad
Quick to set up, but income, assets and beneficial ownership may be stored on servers outside Switzerland.
Hosted in Switzerland, no trackers on your forms, and a provider that cannot read the answers.
Client details scattered everywhere
A risk profile signed on paper, objectives in meeting notes, source of wealth in an email thread.
Structured answers in one place, signed on screen and exportable as one PDF per client.
Advisory forms
Each one starts from a template in German, French, Italian or English — adapt the questions to your licence and your process, and publish the same afternoon.
Identity, domicile, tax situation, beneficial owner, source of funds — the same structured questions from every client.
Knowledge and experience, capacity for loss, horizon, objectives — signed on screen and stored encrypted.
Appointment requests, agenda items ahead of a review, updated circumstances — with your availability built into the form's schedule.
ID, proof of address, tax statement, pay slips, statements from the previous provider — encrypted before upload.
Marriage, a new employer, an inheritance, a change of residence — one link that keeps the file current between reviews.
Introducer details, contractor onboarding, internal attestations — the same encryption, inside the team.
4 financial and 3 insurance templates, each in all four languages. Duplicate one, adjust the questions to your licence and process, publish.
KYC client onboarding for financial services — identity, source of wealth, PEP screening and AMLA compliance, fully encrypted.
Assess investor suitability under Swiss FinSA Art. 10-12 with a structured risk profile questionnaire.
Gather comprehensive pension planning data across all three pillars for Swiss retirement advisory.
Collect all necessary data for a Swiss mortgage application, including property, income, and equity details.
In practice
You send the link, not an attachment
After the first call, the client gets your form link or a QR code. The form carries your firm's name and logo.
The client answers at home
On any device, in their own language — with the tax statement in front of them instead of estimating figures at a meeting table.
Your team opens the vault
Responses decrypt in your browser with the Vault key. Tag them by advisor or by onboarding stage.
Into the client file
Export one response as PDF, or a set as Excel or ZIP with every document — built in your browser.
Confidentiality, handled
Your clients share identity documents, income, assets and their plans with you. With Schweizerform, their answers and documents are encrypted in their browser and only your firm can open them. We also offer a data processing agreement.
KYC documents only your firm can open. ID and proof of address are encrypted on the client's device before upload, decrypted in your browser with your Vault key. We store ciphertext.
Declarations signed on screen. The beneficial-owner declaration and the risk-profile answers arrive structured and signed by the client.
Export to your client file. Export each response as PDF, or as a ZIP with every document, for your client file.
This page describes our product, not your legal obligations — please assess those with your own advisers. Schweizerform is not supervised by FINMA, and we do not verify identities or screen for PEPs or sanctions.
Pricing
Priced per account, not per advisor or per client. Choose by who needs to read the responses.
Pro
RecommendedCHF 29/ month
When one person reads the responses.
Start with ProBusiness
CHF 69/ month
When advisors and compliance read the same responses.
Start with BusinessEvery plan is end-to-end encrypted and hosted in Switzerland. Cancel any time.
FAQ
Read more
Free plan, no credit card, encrypted from the first client. Replace the emailed PDF this week.
3 forms free · Pro from CHF 29 / month · Cancel any time
