With FinEvo

Do you have an online booking platform for financial and insurance consultations? Search for your product, find a well-rated advisor, and start the consultation process. The choice is yours!

To the platform
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Download the app now! Click, download, and book.

Download on the App StoreDownload on Google Play
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Marketplace and insurance products

On the FinEvo portal you will find a filled marketplace with product offerings from brokers and advisors for insurance and finance. Check how the products and advisors are rated and, thanks to the provided data, find the advisor that's right for you. The choice is yours; decide for yourself!

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Book and rate your consultant

Consulting has never been so efficient, transparent, and secure. Thanks to our digital consulting process and built-in mechanisms, you can protect your interests and optimally benefit from excellent service from your chosen insurance and financial advisor. Afterwards, rate your experience with the consultant and share it with other users.

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Efficient digitization and management

No more paperwork! Thanks to our consulting process, your documents and data are uploaded directly by your advisor and digitized for you. After completion, you'll find all your contracts on your dashboard. With FinEvo, you can also digitize and centrally manage your contracts, insurance policies, invoices, and documents yourself at any time. Explore FinEvo's features!

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Find the best insurance advisor and broker. Book consultations online and benefit from other users' reviews. Rate your advisor.

FinEvo, because

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A portal to providers and products

With FinEvo, you have a central app for many products and services in finance and related fields. Say goodbye to many disorganized apps and manage your contracts, documents, and policies digitally, all in one place with FinEvo.

We guarantee

IT company, no intermediaries

We are an IT company at heart, not a broker, financial or insurance agent. Our main concern is and remains the user experience.

Decision-making authority

No hidden loopholes - You won't suddenly be contacted by an agent unless you explicitly request it. The app only initiates processes when you request them.

Further development

FinEvo is an evolving product that can be constantly improved. Give regular feedback and become part of the evolution. Find out more about us here.

Get started now

Take your smartphone and visit app.finevo.ch

Visit the site via your mobile browser or search for us on Google Store or App Store to install the platform on your device right away.

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Have you mixed up or lost your documents and still have questions?

No more annoying phone calls or strangers at your door.
Decide for yourself now!