All your Swiss finances in one place
redswiss Finance Hub brings your wealth, insurance, pensions and property into a single view, with calculators that follow Swiss rules.
Trial version with fictional data, to explore the tool.
Why bring it all together?
In Switzerland, a household's finances are scattered: three pension pillars, a health insurer, several insurance policies, one or two bank accounts, sometimes a property and a mortgage. Each has its own portal, and nobody has the full picture.
The result: you miss a 3a deduction, keep the wrong health insurance deductible, or find a pension gap too late. And the rules change from one canton to the next.
What Finance Hub does
The full picture
Accounts, securities, property, insurance policies and pensions on a single dashboard.
Pensions
Work out your pillar 3a deduction and the tax saving of a pension fund buy-in, and project your three pillars to retirement.
Mortgage
Check how much you can borrow and what your home will cost, under the rules Swiss banks apply.
Health insurance deductible
Compare the six deductibles against your estimated medical costs to find the cheapest one over the year.
Salary and cross-border workers
Estimate your net salary by canton and situation, or simulate quasi-resident status if you're a cross-border worker.
Shared access
Invite a family member or your adviser to view your space, without sharing your password.
Who is it for?
- Individuals and families who want a clear view of their finances
- Cross-border workers employed in Switzerland
- SMEs organising their employees' pensions and insurance with a broker
Frequently asked questions
Can I use Finance Hub yet?
Finance Hub is a demo: you can explore every feature with fictional data. The calculations follow Swiss rules, but they remain estimates and don't replace personal advice.
Do the calculations take my canton into account?
Yes, for anything that varies by canton, such as net salary and the pillar 3a tax saving. For your tax return, always check against your canton's official figures.
How much does it cost?
A free plan is planned for individuals, with paid plans for advanced use and for businesses.
Can I import my bank data?
Yes, you can import a bank statement in MT940 format to see your real transactions.
Can I give access to a family member or an adviser?
Yes. You can invite family members or your adviser to view your space.
Discover Finance Hub
Explore the demo, with fictional data.
Trial version with fictional data, to explore the tool.