Caveo vs myDiventa

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.

Mit der Nutzung von myDiventa können Sie nicht nur Ihre persönlichen Pensionskassen-Daten abrufen, sondern auch eigene Simulationen durchführen und die Veränderungen der Leistungen ersehen. Die Versicherten-App soll Ihnen die Vorsorgeplanung erleichtern. Folgende Änderungen und Simulationen können selbständig durchgeführt werden: - Änderung der Wohnsitzadresse - Änderung des Zivilstandes - Simulation einer Lohn- und/oder Änderung des Beschäftigungsgrades - Simulation von unterschiedlichen Pensionierungsvarianten - Simulation von Einzahlungen zur Verbesserung der Vorsorgeleistungen (Einkäufe) - Simulation von Auszahlungen für selbstbenutztem Wohneigentum (WEF-Vorbezug) - Simulation der Austrittsleistung - Simulation einer Zinsanpassung