The central platform for independent financial advice.

Client management, PSD2, financial planning and regulatory workflows in one modular platform. Built for modern advisors & Certified Financial Planners (CFP®).

sabiaOS workspace — client activity and dashboard overview

sabiaOS client list — 51 mandates, €35M assets under management

sabiaOS portfolio comparison — current portfolio vs. Simple over a 10-year backtest

sabiaOS cash flow — Sankey analysis and spending breakdown

sabiaOS liquidity plan — contributions, pension and withdrawal plan through end of life

Product scope

sabiaOS brings your advisory firm into the future.

Across the entire client lifecycle we unlock efficiency gains through modern software for modern working.

Client management

Every piece of data and every document across the full client lifecycle, in one place.

Document extraction

Documents and data are automatically parsed and assigned to the right client file.

PSD2 & accounts

Live insight into accounts and portfolios, synced through our BaFin-regulated partner.

We’ll keep you in the loop

Share your email for product updates.

Frequently asked questions.

sabiaOS is the operating system for independent financial advice: client management, document extraction, financial planning, PSD2 account and portfolio insight, regulatory workflows and an AI assistant, all in a modular platform. Not a sales tool.
sabiaOS is purpose-built for holistic financial planning and personal advice, not a horizontal CRM. The entire client lifecycle from onboarding through planning to suitability check lives on one platform, with an AI assistant and PSD2 connectivity. The focus is on serving clients, not selling products.
Our AI assistant reads contract and insurance documents, files them to the correct client record, and automates recurring workflows, from personalised forms to data requests. It operates sabiaOS the way you do, only faster.
Yes. Your logo, colours, email sender and client app all carry your brand. Clients see you first. Views, fields and workflows can also be tailored to your processes.
Yes. Calendar and email integrations are standard; existing software can be connected via APIs on request. Migration and integration are handled by our in-house engineering team.
Our application and AI models run entirely within the EU, with all application data hosted on German servers. Processing follows GDPR (ISO 27001 in preparation). Client data is never used to train AI models, and access is protected by role-based controls and two-factor authentication. For asset connectivity we use a BaFin-regulated partner. Learn more in our privacy policy.
Your data and clients belong to you. Data export and migration are available at any time. No minimum term, cancel monthly, no technical lock-in.
sabiaOS is modular. You only pay for the modules you actually use. Prices range from €100 per month at entry level to €450 for the full package. No minimum term, cancel monthly. All prices exclude VAT.
From a no-obligation trial to go-live typically takes 3–4 weeks, during which we tailor sabiaOS to your workflows.