Client journey & private space

A digital dashboard for your relocation, housing, schools and banking visits.

Beyond checklists and emails, RelocateSwiss structures your arrival, housing, banking and departure steps in one private space – with itineraries, documents and notes kept together.

Demo profile – read-onlyTalk about my move
Overall relocation progress14% • 2 steps in progress

Journey timeline

From arrival to departure

  1. Arrival & orientation

    Completed

    Target date: 2026-03-01

  2. Private banking & daily accounts

    In progress

    Target date: 2026-03-03

  3. Housing search & visits

    In progress

    Target date: 2026-03-04

  4. School & education visits

    Planned

    Target date: 2026-03-06

  5. Insurance & protection

    Planned

  6. Car & mobility

    Planned

  7. Departure planning

    Planned

Housing shortlist

2 options

3.5 rooms – Eaux-Vives, 110m²

Eaux-Vives • CHF 4’500 / month

Visit planned

Visit: 2026-03-04 15:30

Close to lake & international schools

4.5 rooms – Chêne-Bourg, 130m²

Chêne-Bourg • CHF 4’200 / month

Shortlisted

Good commute to city centre

Upcoming itineraries

School & bank visits

School visits – Right bank

Date: 2026-03-06

Add to my calendar

Focus on international and bilingual schools close to your future home.

  • 09:00

    International School Geneva – Campus La Grande Boissière

    Route de Chêne 62, Geneva – Meeting with admissions & campus tour

  • 11:15

    Prépa bilingual primary school

    Rue de la Terrasse 10, Geneva – Visit French/English programme

  • 14:00

    Coffee & debrief

    Eaux-Vives, Geneva – Review pros/cons together & next steps

Each stop can include map links and internal notes.

Shared documents

Permits, leases & school files

  • Permit application – Draft

    immigration • uploaded 2026-02-20

    Download

  • Lease – Rue du Rhône 12

    housing • uploaded 2026-02-28

    Download

  • School registrations overview

    schooling • uploaded 2026-02-27

    Download

Upload a new document

In the demo, uploads are not stored – in production this is where permits and leases are shared.

Bank meetings & notes

2 meetings scheduled

Lombard Odier

2026-03-03 • 10:00

Rue de la Corraterie 11, Geneva

KYC, investment approach & multi-booking possibilities

UBS Cornavin

2026-03-03 • 14:00

Place Cornavin 8, Geneva

Daily banking, cards & mortgage discussion

In the live portal, this section also tracks confirmations, follow-ups and internal notes after each meeting.