The future of your fiduciary company starts now.
Combines efficiency, flexibility and innovation - for you and your customers
Discover AbaFiduciary Next
The demands on fiduciary companies are high: diverse customer needs, tight deadlines and different communication channels. Anyone who works with different tools and does a lot by hand will quickly be overwhelmed by the complexity. Abacus has developed a solution that transforms the way fiduciary companies work in the long term and creating a significant competitive advantage.
Smart deadline control
Deadlines for your activities, such as VAT invoicing, are generated automatically based on the mandate type and legal requirements. Automatic reminders support you in your day-to-day business so that you don't miss any deadlines or appointments.
Centralized mandate administration
Start your daily tasks for customers, from private individuals to companies, directly from the Cockpit - be it an invoicing run, the creation of the annual invoice or a payroll run - all in one central location where you can manage all your customers.
Structured task management
Interrelated activities, such as annual financial statements, are carried out identically by all employees using predefined and structured tasks. Thanks to our Activity Management, you can also ensure seamless substitutions and work collaboratively as a team.
Integrated fiduciary portal
Inspire your customers with a portal that enables easy communication. Your customers can manage documents and start processes, while you can customise the portal to your corporate design and strengthen customer loyalty with a professional appearance.
Automated document management
An intelligent platform provides you with efficient and secure document management that optimises workflows through automated document processing. Missing documents are a thing of the past and all information is available in real time.
Fiduciary Cockpit and Portal:
Two tools, seamlessly integrated
The days of fragmented stand-alone solutions are over. With the combination of Cockpit and Portal, Abacus now offers you a fully integrated platform. Increase your efficiency, reduce sources of error and concentrate on what really counts: first-class customer care.
AbaFiduciary Next not only makes you faster, but also more precise
Valuable time savings through automated routine tasks
Standardised processes enable consistent teamwork
Centralised overview for customers ensures smooth collaboration
Maximum customer loyalty thanks to customisable portal
Fiduciary Portal pricing model
With our new PortalBoxes, we offer you the right solution for both your corporate customers (B2B) and private customers (B2C). As a fiduciary company, you benefit from clear advantages: A professional image regardless of the size of your company, an improved customer experience and a calculable monthly flat rate. We would be happy to advise you individually on the pricing of the Fiduciary Cockpit.
Portalbox Advanced
CHF 9.–
per month
- Exchange of documents
- Exchange of activities
- Approval processes
- Integration of digital signatures
- 50 AI document identifiers
CHF 3.–
per month
- Exchange of documents
- Exchange of activities
- Approval processes
- Integration of digital signatures
- 50 AI document identifiers
References
«The combination of Cockpit, Portal and digital performance recording shows us every day how valuable end-to-end processes and reliable systems are.»
Fischer + Partner Fiduciary AG
“The fiduciary sector is in a state of flux. With the Fiduciary Portal, we have created a tool that gives all fiduciary companies completely new opportunities to interact with their customers. Digital, modern and customised to your own CI / CD.“
Fabian Schläpfer
Head of Business Development
“AbaFiduciary Next combines two innovative solutions that offer exactly what modern fiduciary companies expect today: maximum transparency, efficient collaboration and seamless communication with their clients.“
Pascal Huber
Managing Director Breitenmoser Edelmann Treuhand
Your future starts now!
Make an appointment now for a live presentation.
Frequently asked questions
What are the requirements for using the Fiduciary Portal and Fiduciary Cockpit?
For optimal use, we recommend using AbaPlato or Abacus Project Management in combination with CRM.
A Portal Box is also required for the Fiduciary Portal. Existing DeepBox Advanced Boxes can also be used.
Do I have to use the Fiduciary Cockpit and Portal together, or can I use one solution separately?
It is possible to use only the cockpit or only the portal. However, the most efficient way is to use the cockpit and portal together, as they are seamlessly integrated.
Does the Portal replace the DeepBox?
The portal's document exchange is based on DeepBox technology and is therefore an extension of DeepBox.
Does the solution replace MyAbacus?
No, MyAbacus is a separate solution. This focusses on the employees of your fiduciary company with regard to HR topics. In the Fiduciary Cockpit, you have the option of managing your clients' tasks and deadlines, including collaboration options within your fiduciary team. You in turn communicate with your customers via the Fiduciary Portal.
When is the release planned?
The Cockpit and the Portal are already available with Abacus Version 2025.