Our dedicated team is based in Schönbühl and, with over 60 employees, forms the heart of our company. With more than 30 years of experience in the dynamic world of digitalization, we are firmly committed to helping Swiss SMEs achieve their ambitious goals. We believe that customized solutions and personalized support are the key to success. That's why we work passionately every day to understand and meet our customers' individual needs.
Audit-compliant archiving
Our archiving solution acts like a reliable assistant, helping you manage your digital documents in an audit-compliant manner. Automatic archiving from your systems eliminates any manual effort. Enjoy easy document searches, flexible permissions assignment, and effective deletion protection, so you can keep your archive under control anytime, anywhere.
Digital Inbox: Document Recognition & Classification
The key to efficiency and future viability lies in the implementation of our basic workflow: digital inbox. By automatically recognizing and classifying a wide variety of documents – whether scanned or emailed – we lay the foundation for seamless processing using intelligent automation technologies. Of course, you can also easily initiate the process manually if an order comes in by phone. With our Basic Workflow, we create the necessary foundation to eliminate manual processes and pave the way for innovative automation.
Automated Processes for Greater Efficiency
Are you still struggling through the jungle of tedious manual tasks? With our workflow solutions (FIVE Webflow), any process, such as the onboarding of new insured persons, retirement, or the WEF process (Home Ownership Promotion), can be mapped and automated. Through automated processes, we not only want to relieve you of the burden of repetitive tasks, but also ensure that the various systems in your company work seamlessly together. This means greater efficiency, less stress, and, above all, more time for what really matters.
Integrate TaxWare's practical tax calculator into your pension fund solution
What is the net return on a Pillar 3a investment? What is the expected retirement benefit? With the practical TaxService web API and the Excel add-in, you can integrate TaxWare into your own applications. Create added value for your clients without worrying about maintenance. TaxWare is the leading software solution for tax advisors, fiduciaries, financial advisors, and pension consultants. With an intuitive user interface, it offers you up-to-date tax calculations for the whole of Switzerland, understandable simulation models, and informative graphics. Reduce your consulting workload, increase the quality of your advice, and sustainably delight your clients.
Integration of pension fund systems
Our solutions offer open interfaces to over 100 different ERP systems as well as leading pension fund solutions such as:
