After signing
The classic fiduciary is the shared bookkeeper of SMEs. The fiduciary in the Arvut network is additionally their fractional CFO — and not only for small companies.
The platform
The professionals stay in their firms and with their clients. The platform makes sure work is done the same way everywhere — and that every new firm settles into the group faster.
The same process from receipt to entry, bank reconciliation to the cent, VAT return as PDF and eCH-0217, balance sheet and income statement straight from the books.
Mandate by mandate from a cut-off date, first in parallel with the existing system. A mandate counts as taken over when books and bank statement agree — not when the data has been copied.
When everyone books the same way, the same figures come out the same way everywhere: open receivables and payables, unposted receipts, revenue and margin per mandate — up to date every morning.
Every firm appears to its clients under its own brand: its own client portal at its own address, its own invoices with QR-bill, its own address for receipts.
One software, one operation, one training — instead of as many systems as the group has firms. In the browser, in four languages down to the posting texts.
Receipt intake, recognition and posting, bank, invoices and payment files run automatically — the professionals gain time for closing, tax and advice.
The order of magnitude
Sources: arvex.ch (goals by 2035) · FSO STATENT, NOGA 69.20, enterprises 2024.
How it works
No big switch over one weekend, but mandate by mandate — so that day-to-day business never stops.
For each mandate a cut-off date, an opening balance and a chart of accounts. The existing system keeps running in parallel.
Receipts and bank run through the platform. A mandate is taken over when books and bank statement agree to the cent.
Only then is the old system switched off for that mandate — and the next mandate is up.
Frankly
Choosing a platform for years needs the limit, not just the promise. “Today” means: running on real mandates.
A group view would be defined by Arvex together with the technology partner: which key figures, who sees what, at what rhythm.
Who is behind it
Arvex is run by entrepreneurs who know the fiduciary business — and backed by investors who share the same bond with the industry.
Founder & CEO
Experienced expert in the Swiss fiduciary business — client management, growth and leadership.
Founder & CFO
M&A and strategy specialist with a track record in growing and optimising companies.
Founder & Chairman of the Board
Experienced investor, previously in senior roles at Partners Group and Goldman Sachs; board experience in private equity and fintech.
The platform handles the routine. Judgement, closing, tax and the client relationship stay with the people in the group's firms.
Region
In five years the number of fiduciary firms in German-speaking Switzerland fell by 2.1% while employment rose by 5.6% (FSO STATENT 2019–2024). Many owners are looking for a succession that respects their firm and their clients — which is exactly what Arvex stands for.
Contact
Tell us about your fiduciary firm. In the first meeting we show you the platform on a sample mandate — and how your firm would look on it.
Gutenbrunnen 39 · 8852 Altendorf SZ
