Caveo vs Everon

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.

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.