Client onboarding where the form vendor sees nothing.
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.
Onboarding is where the relationship either starts well or stalls.
Four problems every Swiss advisory practice recognises — and what each one actually costs you.
The onboarding pack, printed and posted
Twelve pages of PDF, filled in by hand at the kitchen table, half the fields left blank. You notice the gaps a week later, chase them by phone, and the account opening slips another fortnight.
One link, required fields, answered at home — the file is complete before your first working session on it.
Passports and portfolio statements by plain e-mail
ID scans, tax statements, salary slips, statements from the previous custodian — all arriving as attachments, forwarded internally, and still sitting in a mailbox that syncs to three devices.
One link replaces the e-mail — sealed the moment the client presses submit.
Foreign form tools holding Swiss client finances
A free form is quick to set up — and puts income, assets and beneficial ownership on servers outside Switzerland, under a foreign jurisdiction, with trackers on the page. That is a hard sentence to say out loud to a client.
Encrypted submissions stored in Switzerland, zero trackers, and a provider that cannot read the answers.
Advice documentation you have to reconstruct
The risk profile signed on paper, the objectives noted in a meeting, the source-of-wealth explanation in an e-mail thread. When you need to show what the client told you and when, it takes an afternoon to assemble.
Structured answers, on-screen signature, submission timestamp, and an audit log of every export and deletion.
Client confidentiality your provider cannot break.
Answers are encrypted in the client's browser before they travel. What reaches our Swiss servers is a sealed package that only your Vault key can open — so when a client asks who else can see their net worth, the answer is nobody, including us.
Sealed on the client's device
Income, assets, beneficial ownership, ID documents — locked before the first byte leaves their device. No app to install, nothing for the client to understand.
Stored encrypted in Switzerland
Servers, database, file storage and e-mail run on Swiss infrastructure operated by Infomaniak — under Swiss law, in Swiss data centres, with no cross-border transfer of the submission.
Opened only in your office
Responses decrypt inside your browser with your Vault key. We hold ciphertext — which is also the honest answer to give a client, a bank or an auditor who asks.
The forms your practice already runs.
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.
KYC & client onboarding
Identity, domicile, tax situation, beneficial owner, source of funds — the same structured questions from every client.
Risk profile & objectives, signed
Knowledge and experience, capacity for loss, horizon, objectives — signed on screen and stored encrypted (signature is a paid-plan feature).
Meetings & annual reviews
Appointment requests, agenda items ahead of a review, updated circumstances — with your availability built into the form's schedule.
Documents that come with the file
ID, proof of domicile, tax statement, pay slips, statements from the previous provider — encrypted before upload, on Pro and Business.
Life events & periodic updates
Marriage, a new employer, an inheritance, a change of residence — one link that keeps the file current between reviews.
Partners & internal forms
Introducer details, contractor onboarding, internal attestations — the same confidentiality, inside the team.
Start from a financial template
Four financial templates, each in all four languages. Duplicate one, change the questions that do not fit your licence or 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.
From first contact to a complete file — four steps.
You send the link, not an attachment
After the first call, the client gets your form link — or an unlock code if the form should stay private. Your firm name, logo and colours.
The client answers at home
On any device, in their own language, in the evening — with the tax statement in front of them instead of estimating figures across a meeting table.
Your team opens the vault
Submissions appear in your inbox, decrypted in your browser with the Vault key. Tag by advisor or by onboarding stage, and mark as handled.
Into the client file
Export the submission as PDF for your client file, or a set as Excel or a ZIP with every document. Exports are generated in your browser — the data decrypts only on your machine.
What your compliance officer will want to know.
Client financial data is personal data under the revised Swiss Data Protection Act (nFADP), and your own duties of confidentiality and documentation sit on top of it. Schweizerform is an intake channel built so it is never the weak link — it is not, and does not replace, your compliance system.
Read the full security page →General information, not legal, regulatory or financial advice — compliance always depends on how a tool is configured and used, and on the duties attached to your own licence. Schweizerform is not a FINMA-regulated entity: we do not perform identity verification, PEP or sanctions screening, or AML risk scoring, and we do not display ISO 27001 or SOC 2 badges because we have not completed those audits.
One practice, one subscription.
Priced per account, not per client relationship or per advisor. Start on the free plan and upgrade when the first onboarding proves it.
Early-adopter pricing
Prices go up as we grow. Subscribe now and keep these rates for as long as your subscription stays active.Questions from advisors.
Before you decide.
The longer arguments behind this page — written for readers, not for buyers.
Start with one form — the onboarding pack.
Free plan, no credit card, encryption on from the first client. Replace the e-mailed PDF this week and see how much shorter the account opening gets.