Convitus vs Everon

This app is available to all members of the Convitus collective foundation. With this user-friendly, comprehensive and innovative app, policyholders can access their personal pension data, carry out simulations and obtain information on pension issues at any time and from anywhere. The app is connected live to the Convitus management system. Registration / Login: Convitus policyholders can register by entering an activation code and other security information and receive a login to access their personalized digital pension fund quickly and easily in the future. Functionalities: • Benefit overview / retirement assets • Buy-in calculator with tax simulation • Home ownership calculator with tax simulation (home ownership promotion / WEF) • Pension check with individual recommendations for action • Up-to-date view of the retirement savings account • Key figures and illustrations on the investment situation • Access to personal documents, e.g. pension certificate • Current Topic Articles • Overview personnel data / profile • Glossary of terms • Article • direct contact to the responsible supervisor

Experience the new standard of personal wealth management in a digital world. At Everon, we help you make the right decision for your wealth. All services combined in a single app: - Wealth management: In just a few clicks, we determine your individual investment strategy based on your needs. - Pillar 3a: Your private pension plan offers attractive options for optimal asset accumulation for retirement. You decide individually and flexibly how your pension assets are invested. - Vested benefits: Vested benefits are an important but often forgotten part of a retirement plan and often lie in your account without interest. This reduces your retirement provision. With Everon, you can change that and get more out of it. - Bank account with metal card: Exclusively for Everon customers we offer an account and card without fees. No hidden ones like foreign currency surcharges either. - One app, one login, comprehensive services. - You invest your assets with a customized strategy, manage them individually and ask questions to our experts at any time. - Modern technology and design. You always have a transparent view of your finances - Award-winning investment strategies from the business magazine "Bilanz" for several years. - Digital through and through. But with personal advice. And really personal. - An independent Swiss asset manager: fair and without overpriced investment products. Security: - The account and custody account are managed by a Swiss bank. - Your cash deposits are insured by the Swiss deposit guarantee up to 100'000 CHF. - All your data is secured on Swiss servers according to the highest security standards.