The modern platform for independent advisors.

We empower you to run your advice business the way you always wanted.

sabiaOS overview — finances in one place

sabiaOS onboarding — goal capture with Lena

sabiaOS clients — mandate pipeline and master list

Product scope

sabiaOS for a modern advisory experience.

From goal capture and a personal balance sheet to a dedicated client app.

Onboarding & goal capture

Modern, interactive onboarding covering life goals, data capture and status-quo analysis — for a shared financial planning process with the client.

Open Banking

Live tracking across all your clients’ accounts and portfolios — assets in real time, continuously updated via a BaFin-regulated partner.

Client management

The central brain of your practice: every piece of data and every document across the entire client lifecycle, from first pipeline to complete client profile.

We’ll keep you in the loop

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Frequently asked questions.

sabiaOS is a platform for independent financial advisors — client files, planning, reporting and workflow automation in a single application. No product sales, no sales software.
From a no-obligation trial to go-live typically takes 6–8 weeks, during which we tailor sabiaOS to your workflows.
Our databases are hosted in the EU, and for asset connectivity we use a BaFin-regulated partner.
sabiaOS differs from horizontal CRM and planning tools through a specific focus on financial planning and personal financial advice. We cover the entire client lifecycle on one platform — from onboarding through planning to the suitability check. The focus is on serving clients, not selling products.
Yes. sabiaOS is modular — you can activate individual modules and roll it out step by step. You decide how you use sabia for your firm.
No, we do not lock you into long-term contracts. Our goal is to win you over with the software, not with binding terms.