For trustee firms · Free

Digitize the way you work with your clients

Pontora is free for trustees. Bring your clients onto one shared platform, automate workflows and communicate digitally – instead of via email, Excel and paper.

Always free for trustees · Add your clients with a click

Pontora trustee dashboard

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Why trustees use Pontora

You pay nothing – and gain a digital line to every client.

1

Free & risk-free

Pontora costs trustee firms nothing. You set up your workspace, your clients use the plan that fits them.

2

All clients in one place

Manage all the companies you support centrally and cleanly separated – with role-based, secure access.

3

Innovative towards clients

Position your firm as a digital front-runner and tie your clients more closely to you.

For trustees · All features

One access point to your clients’ whole operation

Your clients work in Pontora – and you steer everything from one place. Click a module for the details.

Pontora
Plattform
Pontora
Free

Always free for trustees

You pay nothing. Your clients start with the base plan from CHF 39/month and add only the modules they need.

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Ready to digitize your firm?

Set up your free trustee workspace and invite your clients. We'll help you get started.

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