CBP APP
Everyone
info
10+
Downloads
About this 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.
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.
Securely bundle your retirement planning, insurance & finances – with AI analysis.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
App support
phone
Phone number
+41774798635
About the developer
CBP Finance GmbH
marinko.vincetic@lya-icon.ch
Ergolzstrasse 1
4460 Gelterkinden
Switzerland
+41 77 479 86 35
