Your central platform for holistic financial advice.
Clients, data and financial planning in one system. Built for modern advisors and Certified Financial Planners (CFP®).
Advisors already working with sabia
The entire client lifecycle in one place.
From the first enquiry to ongoing advice, every document and task for a client sits in one place.
- Digital onboarding and complete client files
- Documents are read and filed automatically
- Tasks and deadlines always in view
Financial planning built on live data.
Financial and liquidity plans update automatically with your clients’ real account and market data.
- Cash flow, net worth and liquidity planning
- Scenarios and simulations in seconds
- Live accounts connected via PSD2
An app your clients actually use.
Your clients can see their assets, goals and documents at any time, and stay in touch between meetings.
- Asset overview and goal tracking
- Secure document vault
- Onboarding straight from the app
AI as an intelligent colleague.
We bring AI into your advisory firm in a compliant and secure way, so more time is left for what matters: the client relationship and the advice itself.
Read these pension statements in full. File the originals in the client record. Carry the state pension into the financial biography, with the standard pension and the reduced-earning-capacity pension as separate entitlements.
- 01
Reading and filing documents
Contracts, policies and portfolio statements are parsed and land in the right client file.
- 02
Forms and data requests
Personalised forms and data requests to your clients are generated automatically.
- 03
It operates sabiaOS like you do
For recurring workflows the AI colleague works the system the way you would. Only faster.
Your data, secured.
Client data stays in Germany, under strict access control, and is never used to train AI models.
Hosting
The application and the AI models run entirely in the EU. All application data is stored on German servers.
No model training
Client data is never used to train AI models.
Access & security
Role-based access control. Optional two-factor authentication via app.
Our security measures are continuously adapted to new risks.More on data protection
From practice.
What advisors say about working with sabia, and conversations about the future of financial advice.
“The need was definitely there. Once I saw sabia’s holistic, platform-independent approach, it was a no-brainer for me.”
Sebastian Urban
Founder, Urban Finance
Read the customer story
Our vision.
Patrick Alex
Co-Founder
Lukas Wagner
Co-Founder
Dear fee-only advisors and CFP® professionals,
Holistic, product-independent financial advice is a valuable thing, particularly in Germany. Many people equate financial advice with selling products, but you and we know it can work differently. The need for genuine advice has never been greater. The world has become more complex, and your role matters more than ever. That is why we built sabia: a system that lets you carry financial advice to a far wider part of society.
At sabia we believe in the value of human advice. Yet far too often you are left fighting a patchwork of disconnected tools: software that does not allow for modern ways of working. That is what we want to change with sabiaOS.
Our aim is to open up new ways for your firm to grow, and to leave more time for the client relationship instead of losing it to data entry, documentation and upkeep.
Because everyone should have access to independent advice. That is what we work for. With you.
Trusted by leading financial planners and fee-based advisors