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DirectoryFinance & InsuranceFinTechMartignyheLPP Prévoyance Sàrl
heLPP Prévoyance Sàrl Logo
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heLPP Prévoyance Sàrl

Summary

About the company

heLPP Prévoyance Sàrl provides digital platforms and advisory services for pension institutions, including heLPP Help Desk for individual transition and mutation requests, heLPP Pension Wallet to return data control to affiliates, and heLPP Asset Management for centralized asset operations.

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Offering

Products & services

Industry:FinTech
✓ Offered6
my heLPP
Affiliate portal for pension funds, communications, certificates, mutation tracking, secure digital space and a regulatory chatbot powered by the foundation regulations and the LPP/OPP2.
heLPP Desk
Catalogue of standardised LPP forms, back office for request processing and a workflow engine for affiliation, exit, EPL, divorce, retirement, buy-back and other mutations.
heLPP Asset Management
Centralised asset management on an LPP collective account, investment strategies, OPP2 checks, grouped order execution, tracking of positions and fees.
Strategic support for digital optimization
Process analysis, transformation roadmap, compliant solutions and outsourced transition management to modernise a pension institution.
Tailored solution selection
Objective recommendations between the heLPP suite and third-party solutions, tender management and access to a network of qualified providers in Switzerland.
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Location

Rue Marconi 19
1920 Martigny

At a glance

Legal form
Limited Liability Company
UID
CHE-322.615.140
Founded
2024 · 2 years
Last commercial register change
November 22, 2024
Employees
1 to 10

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