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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryIT & CommunicationSoftware DevelopmentZurichplan-bee.ch ag
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Verified· 3 sources

plan-bee.ch ag

Summary

About the company

The core activity of plan-bee.ch is the development and provision of software solutions as well as consulting services in the areas of corporate planning, asset management, customer relationships, personnel management and time tracking.

AI-generated
Offering

Products & services

Industry:Software Development
✓ Offered6
CRM and portfolio management solution
CRM with a database of people and companies, notes, document management, a task system, timeline, contract management, E-mail/WhatsApp/Threema integration, as well as portfolio management, performance calculations and fee billing.
Compliance software
Monitoring of capital flows, exchange transactions, restrictions, bandwidths and equity quotas, as well as FINMA data collection and sanctions-list screening against SECO, the EU and the US.
Interfaces to custodian banks
Automatic import of position and transaction data, PDF asset statements and documents via EBICS, sftp or API calls from custodian banks.
Securities administration
Securities/valor administration, mixed instruments, mandate types, model portfolios and data import from connected custodian banks.
Financials and accounting
Financial reporting, central payment processing, accounts payable management, expense management, account reconciliation, payment submission, cost centers, payroll management, invoicing and accounts receivable management.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
PProvenExpertSoon

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Knowledge

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Location

Klosbachstrasse 7
8032 Zurich
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.588.184
Founded
2008 · 18 years
Last commercial register change
September 6, 2024
Employees
1 to 10

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