Caveo vs JBOne App

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.

Introducing Julius Baer JB One: THE JB ONE APP IS EXCLUSIVELY AVAILABLE TO EXISTING CLIENTS AND MIGHT BE SUBJECT TO COUNTRY SPECIFIC RESTRICTIONS Experience the art of refined and secure digital solutions, crafted with a global outlook. Our innovative app, combines personalized support and comprehensive financial oversight, designed exclusively for our clients who value transparency, connection, and consistency. With JB One, Julius Baer extends its philosophy of long-term thinking, personal relationships, and global perspective into a discreet and seamless digital experience. Enjoy reliable access to our digital capabilities with our user-friendly app available in six languages. Highlights include: – Clear, and intuitive interface – Access tailored to your preferences and habits – Developed with privacy and discretion at its core – Available in English, German, French, Italian, Spanish and Portuguese – Part of Julius Baer’s vision to simplify and unify your digital journey System Requirements: iPhone and iPad with iOS 17 or later Please note that by downloading, installing and/or using this application you allow and give your consent to Julius Baer and/or third parties (e.g. app store and network operators or the manufacturer of your device), wherever they are located, to access and process your data and/or to conclude that a current, past or potential bank client relationship with Julius Baer may exist and/or to draw conclusions as to your existing or potential investments. Bank client confidentiality and/or data protection can no longer be guaranteed in the event of such possible disclosure of data and/or the bank client relationship. IN THIS REGARD, BY DOWNLOADING, INSTALLING AND/OR USING THIS APPLICATION, YOU ACKNOWLEDGE THAT YOU HAVE READ AND UNDERSTOOD THIS NOTICE AND RELEASE JULIUS BAER FROM ITS DUTY TO MAINTAIN BANK CLIENT CONFIDENTIALITY AND/OR DATA PROTECTION AND EXPRESSLY FULLY APPROVE THE RESPECTIVE COLLECTION, TRANSFER AND PROCESSING OF DATA IN COMPLIANCE WITH THE APPLICABLE LAWS. Asia By downloading and using this App, you expressly acknowledge that you are permitted by the laws of your domicile to use the App and access any of the services provided therein and you do so at your own will and not at the request of Julius Baer, and you agree to be bound by the terms and conditions relating to the App. Chile The Bank has its headquarters in Switzerland and its operations are subject to the laws, regulations and courts of Switzerland. The Bank is not subject to Chilean authorities and its operations are not covered by the guaranty of the Republic of Chile.