We provide the following services for an implementation project:
- Regulation implementation
- Definition and implementation of processes and business cases
- Project management
- Data transfer
- Creation of interfaces
- Installation
- Training
- Support during testing, parallel operation, and go-live
Swiss Pension Highlights
- Modern, comprehensive, and flexible pension fund management software for collective and joint foundations, for autonomous and semi-autonomous foundations
- Flexible and customized plan management at the BVG, foundation, employer, and/or category levels
- Asset and pension management in a single program with integrated transfer (retirement, death, disability)
- BVG shadow accounting including automatic updates of the BVG plan
- Business cases including workflow (pending items, integrated electronic checklists, warning and notification system, four- or six-eye controls)
- Automatic completion of documents/correspondence per business case (multilingual)
- Storage of all official forms of the Federal Tax Administration
- Wide range of services Selection of lists and reports for technical balance sheets, accounting, annual financial statements, form letters, and statistics
- Individual reports (multilingual)
- Simulation of all calculations, pausing of business transactions, and details of calculated values (e.g., projections with all details for each year)
- Very fast processing and calculation times
- Flexible user management with teams and authorization groups
Optional interfaces and modules Swiss Pension
- Debt collection (accounts receivable and dunning)
- Calculation of pension present values and rates for offers (e.g., BVG, EVK, VZ, Mobiliar)
- Electronic archiving (integrated filing system or interface to third-party providers: ELO, Kendox, dg hyparchive, DocuWare)
- Interface to various payroll programs (e.g., SAP, ABACUS, Navision)
- Interface to various financial accounting programs (e.g., ABACUS, Sage, SAP)
- Interface to the Central Clearing Office (ZAS, UPI Viewer, and UPI Service)
- BVG Exchange with the supple-mentary pension fund and other pension funds (sending and receiving)
- Interface to TaxWare
- Interface to eBill
- Interface to Skribble (digital document signing)
- Interface to ePost, Switzerland's official digital mailbox
- Interface to ELM 5.2
Highlights of the Swiss Pension Internet
- Multilingual portal for employers, brokers, active employees, retirees, and external partners
- Changes: Entries, master data, salary and employment rate, unpaid leave, departure, election plan, annual financial statements
- Simulations: Entries, purchase, WEF, divorce, retirement
- Unrestricted access to current data, including contribution and accounts receivable
- Maximum data security guaranteed
- Changes for the same insured person possible several times a day (corrections)
- Possibility of accessing archived data at the foundation, employer, and insured person levels
Optional interfaces and
modules of the Swiss Pension Internet
- Changes to portfolios, salary reports, and address data
- Account statements
- Quotation tool for employers and brokers
- Insured person app for "Swiss Pension" (available for iOS and Android)
Architecture
- Microsoft .NET Framework 4.8
- Microsoft SQL Server 2019 or higher
- Full integration with Microsoft Office 2013 or higher
- XML interfaces to Snapform Viewer or other programs
