Your partner in innovative SaaS solutions! At MY-SWARM, we specialise in innovative SaaS solutions that streamline every aspect of pension fun management. Combining up-to-date expertise with a passion for cutting-edge technology, our platform delivers seamless access to essential information and processes for insured persons, employers, brokers, and administrators. From consulting to migration—and throughout productive operation—we’re committed to providing expert guidance, personalised service, and long-term support.“ We invest in your future, where your satisfaction is key. Contact us for more information!”
Constantly up-to-date expertise, a commitment to innovation, and a passion for technology form the solid foundation for a promising collaboration. From software procurement and migration to production launch, you benefit from our project experience. Our single points of contact also impress with their expertise, experience, and personal commitment during production operations.
The technology used and the diverse configuration options allow you to solve complex tasks quickly and with ease of maintenance. In addition to traditional business processes, PV-CLAN® supports the management of individual investment strategies (e.g., 1e plans) and their integration into automated workflows. The operational business processes and calculation rules are defined by parameterization. PV-CLAN® ensures the efficient handling of day-to-day operations and promotes the satisfaction of your customers and employees.
Our pension solution is delivered with the basic BaseLine+ configuration. This efficient starting point includes standardized plan fundamentals with options for heterogeneous regulations and preconfigured business processes with an integrated control system (ICS). These are just a few features that offer flexibility for personalizing the pension solution while still ensuring a streamlined and secure implementation. This makes PV-CLAN® BaseLine+ budget-friendly, quickly available, and also ideally suited to individual requirements.
The great strength of FA-CLAN lies in its efficient and secure transaction processing for both small and large foundations with high-volume business. The integrated fund savings functions allow you to pool client orders, process technical trading using current daily prices, and apply dynamic fee models. Furthermore, rebalancing of the percentage distribution based on the selected investment strategy is supported. This gives FACLAN the flexibility needed to offer your clients forward-looking products.
Relevant events are displayed in PV-CLAN® via our TimeLine so that the pension advisor receives a quick overview of the pension situation (entire lifecycle) and can efficiently select and/or edit the necessary details. Archived documents can be easily retrieved from the TimeLine. The TimeLine interface is complemented by process-oriented views, notification services, and intelligent search filters. This gives you an immediate overview and allows you to complete your business transactions with just a few clicks!
With this innovative, modular web portal solution, we provide comprehensive support in the digitalization process of your pension fund. The "digitalized pension fund" can be implemented step by step with the following features:
Our modern application formats reflect our clients' desire for digital progress.
With Clan as a Service, you have the option of operating your pension plan with a Swiss cloud provider. We ensure sustainable reduction and control of operation and maintenance costs – minimal risk and full cost transparency. We are happy to support you with the latest expertise, always supported by a modular service level agreement tailored to your needs.
