Tacita for new brokers

Starting an independent brokerage means building your portfolio, mandates and client disclosures together.

Set up first records

Clients, policies, mandates and cancellation deadlines live in one tool. You can simulate an import before writing any data.

Document obligations

Tacita tracks client disclosures, signed mandates and continuing education records. It does not replace legal advice or registration requirements applicable to you.

Choose by volume

Solo Standard covers up to 400 active policies for 149 CHF excl. VAT (161.07 CHF incl. VAT) per month, Solo Premium costs 249 CHF excl. VAT (269.17 CHF incl. VAT). Users are unlimited. You can try a fictional environment without creating an account.