WOLFO AG assists individuals in locating and recovering second‑pillar pension assets and vested‑benefit accounts via a secure online registration. Services include searches across pension institutions, personalised consultation and ongoing assistance during the recovery process.
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Offering
Products & services
Industry:FinTech
✓ Offered6
Research and recovery of 2nd pillar assets
Research and recovery of 2nd pillar assets and free movement of pension benefits, with an online form, verification with pension institutions, and support up to the consolidation of the funds.
Personalised consultation
Personalised consultation to analyse the situation, understand the client’s needs and propose the right solutions for recovering assets.
White-label solution
White-label platform for consultants, notaries, placement agencies and tax advisors, with brand customisation, client management and case tracking.
Secure document management
Secure management of customer documents with upload, storage and encryption, compliant with GDPR requirements.
Digital signature
Integration of digital signatures to sign documents directly on the platform in a secure way.
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