relevate

Your digital account for vested benefits and pillar 3a.

How you benefit at a glance

  • At relevate, all management and product fees during the investment period are included in the all-in fee of 0.45% – with no hidden costs.

  • Make your own investment decisions by choosing up to eight different strategies.

  • Registration for the vested benefits and 3a account is fully digital, only takes a few minutes and you do not need to sign; no starting amount has to be paid in.

  • Good return opportunities: With the ability to invest up to 99% of your pension assets in equities, the asset class with the highest historical returns, you can build up above-average pension assets at relevate.

  • Maximum security: PensExpert AG, the founder of relevate, has earned the highest level of trust from its clients in over 25 years of business. The funds you invest with relevate are held at ZKB, which has total assets of around CHF 200 billion, making it by far the largest cantonal bank in Switzerland.

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Interested in a smart pension solution for your pillar 3a or vested benefits account?

Register now

For 25 years, PensExpert has stood for first-rate personal advice and an approach to pensions based on individual choice. relevate is a digital portal that embodies the high quality service provided by PensExpert. Digitally savvy clients can open a vested benefits and/or pillar 3a account online in relevate in just a few minutes without a signature. The intuitive user interface supports users in determining their risk profile and selecting their investment strategy – the decision on the investment strategy is in the hands of the users.

What our clients say about relevate

Chill out and get your pillar 3a digitally from relevate. Make your pension dance to your tune.

DJ Andy W. and DJ Nils W.

With relevate, we found a solution where we could implement vested benefits and pillar 3a on a fully digital platform when we emigrated.

Laure and Jean-Claude R.

Finally I can invest my pillar 3a money and manage it myself without paying high fees.

Jasmin K.

The design of relevate appealed to me very much and onboarding takes no time at all.

Stephanie W.

relevate is the ideal solution for my 3a assets. Everything runs smoothly, I like the design and it’s easy to use. What more could you ask for?

Sacha D.

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