insurance > providers from switzerland

InvestGlass Swiss PMS transforms portfolio management by seamlessly connecting traditional banking transactions with the world of crypto. Securely hosted in Switzerland, it unifies multiple sources of truth – from custodians and market data to blockchain feeds – ensuring transparency, compliance, and trust. With automated rebalancing, real-time monitoring, and client-ready reporting, it’s the modern bridge between banks, asset managers, and digital assets.

The ERP-based complete solution adcubum SYRIUS builds on a modular design and covers the business areas partners, portfolio, product engine, claims, collections & disbursements, commissions, sales, workflows, and data warehousing. Standard interfaces allow easy integration in existing IT landscapes, as well as add-on functions like printing and archiving.

Innovate the way you secure sensitive customer data and transactions. Protect against access threats to your business, and verify user identity without compromising on customer experience.

We enable established insurance brokers to digitalise their consulting and comparison processes.

Our web application offers the following features:

- Intelligent determination of consulting themes

- Standardised processes

- Semi-automatic product comparison

- Automatic cross-sector overviews

- Thematic Knowledge Management

- Generated PDFs such as consulting reports and policy excerpts

Solution for insurance brokerage

Consor Universal is a web-based quotation and policy issuance system for all insurance sectors with a high degree of customization. The solution covers the entire underwriting process, from risk analysis and policy issuance to contract amendments. With Consor Universal, we create modern digital customer experiences and serve insurers in Switzerland and Germany. Well-known companies have been using our product successfully for many years.

First-Broker, the premium software for insurance brokers in Switzerland

Year after year, First-Broker proves itself as the reference software for insurance brokers. Many start with other products, but as their business develops in volume or in offering (co-insurance or multicurrency for instance), brokers eventually choose First-Broker.

First-Broker is the only software that addresses a wide spectrum of requirements without becoming a burden to operate.

There is a consensus that innovation is positive and essential for survival in the rapidly changing and highly competitive financial industry.

However, budget and capacity constraints lead to insufficient innovation.

Although these two factors are always limited, innovation can be strengthened by increasing efficiency and decoupling innovation from scarce resources.

Instead of focusing on one selected innovation, it makes more sense to implement several innovations with the same resource capacity and test their market success.

By using IAP, your teams can innovate faster and more efficiently, putting you one step ahead of the competition!

Innoveo Skye® is a no-code platform for non-technical users to configure and launch applications up to 10 times faster than traditional development.

Engage with your customers through one single platform for all business lines and all distribution channels, covering the entire lifecycle - from customer onboarding to customer service.

Innoveo Skye® is a globally proven solution that can fit your needs, whether by replacing or integrating with legacy systems. Its dynamic APIs and integration mechanisms ease the connection with legacy or third-party systems, to better fit into complex IT landscapes.

More than 100 applications have been delivered with Innoveo Skye® for some of the biggest insurance companies as Zurich, Allianz, Chubb and RSA.

Parashift offers intelligent and automated processing of insurance documents with its flexible cloud-native Intelligent Document Processing (IDP) platform. It provides a comprehensive solution that meets all InfoSec and compliance requirements while leveraging cutting-edge AI technology.

Our versatile platform streamlines a wide range of insurance document processing tasks, including claims processing, form processing, and digital mailroom automation. With robust cloud security that aligns with insurance industry standards, Parashift ensures that sensitive information is handled securely. Granular access controls and advanced security features make it the ideal choice for insurance companies looking to process documents with confidence.

Parashift Platform is ISO 27001 certified and fully compliant with EU-DSGVO regulations, ensuring that all data handling practices adhere to the highest security and privacy standards.

THE software for pension fund services.

In particular, the following is supported by our software:

Autonomous and semi-autonomous pension funds

Performance and contribution plans, hybrid forms

Enveloping, splitting, BVG shadow account

Calculation:

- All contributions and benefits for employers and employees

- Purchases

- Payments

- Retirement credits

- Promotion of home ownership (WEF)

- Pensions

Interfaces to various peripheral systems, like salary, AP/AR

Maintenance contract for security and continuity

Setup, configuration, training, support done by our professionals.

UKA Solutions supports you with the administration and processing of daily allowance-relevant absences in your dealings with insurers and compensation offices.