aXenta AG

aXenta AG

We specialize in the development, implementation, and support of high-quality, modular software solutions for managing occupational pension plans.

Over 260 foundations of all kinds with more than one million beneficiaries are managed using xPlan.

With our team of around 50 specialists, we develop our innovative solutions exclusively in Switzerland and offer xPlan as a cloud solution (SaaS). aXenta AG handles all operations in two certified data centers in Switzerland.

Thanks to our extensive expertise in the field of occupational pension provision and our strong customer-oriented approach to quality, we are able to successfully implement complex IT projects. We use the latest technology standards for our xPlan pension fund management software.

From planning and implementation to the realization of individual adjustments and operational support, aXenta offers customized services from a single source.

xPlan – pension fund software that thinks ahead

xPlan is innovative, tried-and-tested standard software for all types of pension funds, vested benefits foundations, and pension institutions. Standardization enables efficient implementation.

Every pension fund has its own characteristics and specialties. That is why the xPlan pension fund software can be flexibly and individually expanded thanks to its modular structure. This allows for needs-based licensing and flexible expansion according to customer requirements.

xPlan – The foundation

xPlan forms the foundation of our system. The integrated standard modules include all basic functions such as insured person and pensioner management in one system, as well as a workflow and ICS module. The ergonomic and intuitive user interface is available in various languages. Thanks to its modern architecture, beneficiaries, affiliated companies, and brokers are offered a comprehensive online service.

 Data security

xPlan is continuously being developed and covers all requirements in terms of performance, reliability, data protection, and data security.

xPlan is operated from two geographically redundant data centers in Switzerland, thus offering the greatest possible reliability. The data protection and data security mechanisms used meet the highest security requirements. All processes are audited annually in accordance with ISAE 3402 Type II. The data centers are ISO 27001 certified and also meet the requirements of FINMA-RS 08/7.

Basic module – Sophisticated. User-friendly. Efficient.

The integrated standard modules include all basic functionalities such as:

• Portfolio management: Complete solution for managing insured persons and pensioners
• Contribution accounting: Creation of clear contribution statements and automatic invoice generation
• Plan management: Plan definition tool for recording and maintaining pension regulations
• Workflow system with ICS: Control of workflows and standardization of business processes
• Documents and correspondence: Definition of individual documents, lists, and letters
• Evaluations: Predefined and individually definable evaluations and lists
• User management: Security of data stocks and finely graded assignment of user and access rights
• Interfaces: Connection to peripheral systems such as personnel, financial accounting, accounts receivable systems, or an electronic archive

Additional modules – Flexible. Customizable. Powerful.

With current and newly developed enhancements, we help take our customers' work to the next level:

• xCockpit: Web-based insured portal
• xConnect: Web-based employer and broker portal
• xAutomation: Dark processing of workflows
• xOutput: Output management system
• xCashIn: Automated payment receipt
• xUPI: Interface to ZA's UPIServices
• xExchange: Interface to BVG Exchange
• xInvest: Module for 1e, vested benefits, and 3a policies (including web extensions)
• xCourtage: Broker statements including correspondence
• xTracking: Response tracking in administrative processes
• xStatistics: Visitor statistics for the xCockpit insured persons portal

Services – Understanding needs, optimizing processes

In addition to consulting and support, we offer our customers individually tailored services:

• Project management
• Training
• Application management
• Report customizing
• Data migration
• Plan parameterization
• System integration
• Software maintenance