Caveo vs myVitaInvest

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.

With myVitaInvest you can keep an eye on your occupational benefits. Thanks to the Vita Invest app, you have flexible access to your pension data, can edit it and perform simulations and calculations. Most important functions o Download your personal retirement provision certificate o Viewing and changing personal information's o Simulation purchase: changed benefits after a voluntary contribution o Simulation of home ownership promotion: changed benefits after early withdrawal for home ownership o Simulation retirement: benefits in the event of early retirement o Simulation savings plan: Contributions and expected benefits o Tax calculator o Contact form o Online submission of various documents o Login via fingerprint and Face-ID possible o Notification of processed mutations and relevant information