# Caveo — Für Vorsorge und Versicherung > Digital financial planning and pension advisory tool from Switzerland. (iPhone/iPad app by Caveo AG.) - Source: https://appshunter.io/ios/app/caveo/id1548480677 (this page in markdown: same URL + `.md`) - Developer: [Caveo AG](https://appshunter.io/developer/1548480679) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 5 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 62 MB - Languages: American English - Released: 2021-05-14 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/caveo/id1548480677/reviews.md ## What is Caveo? Caveo App: Your Digital Compass for Financial Security and Well-being Discover the future of financial planning with the Caveo App – your personal companion for insurance and pension queries, directly from Switzerland. Whether you're a novice or an experienced financial planner, the Caveo App offers you intuitive tools, tailored solutions, and the innovative service of a pension robo-advisor, all designed to meet your individual needs. Features and Benefits: • Personal Financial Overview: Keep track of your finances, insurance, and pension plans all in one place. • Tailored Advice by Pension Robo-Advisor: Leverage the advanced technology of our robo-advisor for personalized, data-driven pension recommendations that automatically adjust to your life circumstances and goals. • Digital Pension Planning: Create a comprehensive pension plan with just a few clicks, continuously optimized by our robo-advisor. • Knowledge Center: Enhance your financial education with access to an extensive library of articles, tutorials, and webinars. • Secure and Easy to Use: Enjoy a user-friendly interface with the highest security standards to protect your data. With the Caveo App and our pension robo-advisor, you lay the foundation for your financial well-being. Be inspired by innovative solutions that utilize machine learning and artificial intelligence to take control of your financial future. Download the Caveo App now and experience how simple, efficient, and intelligent financial planning can be. ## Key features - Personal financial overview - Pension robo-advisor advice - Digital pension planning - Knowledge center - Secure and user-friendly interface ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/caveo/id1548480677/reviews.md ### 5/5 — Great App *2024-05-08* This is one of the best functional apps I have came across in a long time. All your insurance policies are listed in the app, you get alert messages about better policy deals then you currently have, the chat works great if you need help with anything for example filing a claim or you just need to ask something. Caveo team is very responsive and pleasant. This is definitely a 5* app in my opinion. ## Frequently asked questions about Caveo ### What is Caveo? Caveo is a digital companion designed for financial security and well-being, specifically for users in Switzerland. It offers tools for managing insurance, pension queries, and provides personalized advice through a pension robo-advisor. ### Is Caveo free to use? Yes, Caveo is available for free. The app is listed as free with no mention of in-app purchases or subscription models. ### What kind of financial advice does Caveo offer? Caveo provides tailored advice through its pension robo-advisor, leveraging machine learning and artificial intelligence. It offers data-driven pension recommendations that adjust to your life circumstances and goals. ### How secure is Caveo? Caveo emphasizes the highest security standards to protect user data. It features a user-friendly interface designed with security as a top priority. ### What devices does Caveo support? Caveo is available for iPhone and iPod devices. The latest version is 3.1.11, and it was last updated on March 26, 2026. ### Does Caveo have ads? No, Caveo does not contain advertisements. The app is listed as having no ads, ensuring an uninterrupted user experience. ### What is the age rating for Caveo? Caveo has an age rating of 4+, making it suitable for a wide range of users. It was released on May 14, 2021. ### Where can I find more financial education resources? Caveo includes a Knowledge Center that offers an extensive library of articles, tutorials, and webinars to enhance your financial education. ## Version history (last 5 releases) ### 3.1.11 — 2026-03-26 Improvements and bugfixes ### 3.1.0 — 2025-12-16 Improvements and bugfixes ### 3.0.11 — 2025-10-20 The third generation of our app brings many new features around your finances. ### 2.9.7 — 2025-09-11 Improvements and bugfixes ### 2.9.6 — 2025-09-11 Improvements and bugfixes ## Apps similar to Caveo | App | Rating | Price | Category | | --- | --- | --- | --- | | [ZKB Access](https://appshunter.io/ios/app/zkb-access/id1211229343) | 4.9 (190) | Free | Finance | | [Swiss Bankers](https://appshunter.io/ios/app/swiss-bankers/id655514846) | 4.7 (202) | Free | Finance | | [UBS Welcome](https://appshunter.io/ios/app/ubs-welcome/id1062319492) | 2.0 (2) | Free | Finance | | [Raiffeisen E-Banking](https://appshunter.io/ios/app/raiffeisen-e-banking/id371762633) | 4.6 (155) | Free | Finance | | [debiX+](https://appshunter.io/ios/app/debix-plus/id1581440132) | 4.2 (32) | Free | Finance | | [Swiss Banknotes](https://appshunter.io/ios/app/swiss-banknotes/id1097859820) | 5.0 (7) | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*