The core activity of daVinci KMU is the development and provision of a digital consulting tool for occupational pension plan consulting for Swiss SMEs. The company offers standardized, software-supported processes for the efficient creation and accompaniment of pension plan consulting, including training offers, technical support and certification for consultants.
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Digital advisory tool for occupational pension provision
Digital advisory tool for pension consulting in Swiss SMEs, including collection of insurance portfolio, pension plans and key persons, plus analysis and PowerPoint reporting.
Application training
Application training for the digital advisory tool, tailored to use in day-to-day consulting and for structured input as well as output of the analysis.
Specialist training «Advising in employee pension provision»
Specialist training for advisers in occupational pensions, providing fundamentals for well-founded analyses and competent presentation of results.
Specialist support
Hourly packages of specialist support for special cases and review, for professional assistance in pension consulting and complex issues.
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