Financial & insurance consulting
Soares Consulting
Financial consulting, insurance and structured advisory services for individuals and companies.
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Advisory · Technology · Execution
We transform real challenges into solutions that work.
From financial consulting and insurance to technology, software, data and automation. We create specialized solutions that can work independently or combine knowledge, technology and execution when the challenge demands more.
One company. Two brands. One vision.
The structure
One company, two brands.
Technology & digital systems
Patrick Digital Systems
Software development, automation, artificial intelligence and digital systems built around real operational needs.
Visit site7+ YearsHands-on experience with people, businesses and real needs.
Strategy + ExecutionAdvisory and technology built within the same ecosystem.
+15 Languages15 languages plus 7 Swiss variants — including Ukrainian.
Switzerland → GlobalBuilt from Switzerland, ready for an international audience and operation.
How we work
Understand. Structure. Build. Execute.
Understand
We start with the real problem.
Structure
We organise information, process and strategy.
Build
We turn the solution into a service, system or piece of technology.
Execute
We carry the solution from recommendation to operation.