Your CRM, updated after every client meeting — without typing a line.
FinPortal turns each client conversation into clean CRM notes, next-step tasks, and follow-up drafts in your voice.
14-day pilot. Cancel anytime, nothing charged until day 14.
57% of insurance pros spend >50% of their day on admin.
Advisors spend 22 hours a week on admin.
Agents spend just 35% of their time selling.
A full CRM that keeps itself up to date.
The meeting capture sits on top of the platform your team already needs — pipeline, calling, messaging, and client-facing surfaces, all in one place.
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Sales pipeline
Deals advance through your stages as conversations happen — no stale records to clean up on Fridays.
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Browser calling
Call clients straight from the browser. Every call is logged and summarized on the record.
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WhatsApp
Message clients on WhatsApp and keep the whole thread attached to their contact.
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Client portal
Give each client a branded space to share documents and stay in the loop between meetings.
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Forms
Capture leads and intake details with forms that land straight in the CRM.
Audio never leaves your laptop.
Recording, transcription, and AI processing stay on your computer. Built for Swiss brokers and advisors.
- Recording, transcription, and AI processing stay on your computer.
- Audio never leaves your laptop.
- Built for Swiss brokers and advisors.
Six quiet systems doing the admin for you.
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Silent Capture
Records each client conversation in the background. Nothing to launch, nothing to forget.
- 02
Local Summary Pass
Turns what was said into a clean, structured summary on your own computer.
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Swiss Smart Layer
The AI layer drafts your notes, next steps, and follow-up messages in your voice.
- 04
Multi-Signal Contact Matching
Finds the right client record automatically across phone, email, and name.
- 05
Auto-Pipeline Hygiene
Moves each deal to the right stage and clears stale records without a nudge.
- 06
Cockpit View
Brings the day's meetings, follow-ups, and next steps into one calm view.
One plan. Everything included.
Founding firms: 14-day Admin Back Pilot, then CHF 197 per user. Cancel anytime, nothing charged until day 14.
FinPortal Pro
One plan. Every feature included.
CHF 197 / user / month, all-in
- Meeting capture, summaries, and follow-up drafts
- A sales pipeline that updates itself
- Browser calling with logged, summarized calls
- WhatsApp messaging on every client record
- Client portal and intake forms
- Recording, transcription, and AI processing stay on your computer
5-person firm: CHF 985/mo — about a quarter of one Swiss admin hire (CHF 6,500–6,900/mo loaded).
Get your admin back after every meeting.
Run the free 14-day Admin Back Pilot with your team. Keep the time you save.