Advice Online AG

Mit unserer Software für Finanzberater sparen Sie Zeit und erfüllen alle regulatorischen Anforderungen. Stellen Sie sich digital optimal auf für nahtlose Audits und immer technikaffinere Kunden. Neff Christian

Software in St. Gallen

Advice Online AG offers digital advisory support for banks and asset managers. The company digitizes meaningfully and at eye level, implementing complex topics simply. Core themes include regulatory requirements such as audits, FIDLEG specifications, and reporting. The SaaS solution has been established on the market since 2013.

Opening times

Closed until Monday at 8:00 AM

Monday
8:00 to 17:00
Tuesday
8:00 to 17:00
Wednesday
8:00 to 17:00
Thursday
8:00 to 17:00
Friday
8:00 to 17:00
Saturday
Closed
Sunday
Closed

Telefonische erreichbarkeit. Nach Absprache auch vorher oder nachher möglich. Alle Informationen auf www.adviceoline.ch

Monday
8:00 to 17:00
Tuesday
8:00 to 17:00
Wednesday
8:00 to 17:00
Thursday
8:00 to 17:00
Friday
8:00 to 17:00
Saturday
Closed
Sunday
Closed

Telefonische erreichbarkeit. Nach Absprache auch vorher oder nachher möglich. Alle Informationen auf www.adviceoline.ch

Opening times

Closed until Monday at 8:00 AM

Monday
8:00 to 17:00
Tuesday
8:00 to 17:00
Wednesday
8:00 to 17:00
Thursday
8:00 to 17:00
Friday
8:00 to 17:00
Saturday
Closed
Sunday
Closed

Telefonische erreichbarkeit. Nach Absprache auch vorher oder nachher möglich. Alle Informationen auf www.adviceoline.ch

Monday
8:00 to 17:00
Tuesday
8:00 to 17:00
Wednesday
8:00 to 17:00
Thursday
8:00 to 17:00
Friday
8:00 to 17:00
Saturday
Closed
Sunday
Closed

Telefonische erreichbarkeit. Nach Absprache auch vorher oder nachher möglich. Alle Informationen auf www.adviceoline.ch

Address:

Telephone:
071 223 20 60

E-Mail:
Direkt
christian.neff@adviceonline.ch
kontakt@adviceonline.ch

Frequently asked questions about Advice Online AG

Yes. Advice Online uses proven security standards: The environment is triple redundant, access is encrypted according to Swiss banking standards, and data resides on servers licensed by FINMA.

The monthly fees are charged to a registered credit card.

No. Advice Online does not store credit card details.

Data and backups are stored exclusively in Switzerland.

The solution supports banks and external asset managers (EAMs) with digitization and regulatory compliance.

Categories: Software

About this profile

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