CBP APP

CBP Finance bundles your retirement planning, insurance, and finances in one secure location – clear, easy to understand, and always at your fingertips.

FEATURES

• Retirement planning at a glance: Capture and easily view pension fund and AHV/IK statements.

• Manage insurance: Record policies, compare coverage, and keep track of everything.

• Document vault: Store important documents securely and encrypted – accessible only to you.

• AI analysis: Automatically analyze documents. Processing takes place in the EU.

• Personal consultation: Schedule appointments with your advisor directly in the app.

• Calculators: Easily explore investment and retirement planning scenarios.

SECURITY & DATA PROTECTION

Your data is transmitted and stored using encryption. You retain control at all times and can delete your account and data directly in the app.

ABOUT CBP FINANCE

CBP Finance GmbH is an independent insurance broker based in Switzerland.

The app is designed to help you keep track of and organize your financial documents and does not constitute investment or tax advice.