Everon vs myVitaInvest

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.

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