Vorsento for distribution partners
Your gateway to the digital pension market – flexibly integrable, professionally operated.
Digital pension solutions for your clients – without your own pension infrastructure
With Vorsento, you can easily integrate modern pillar 3a and vested benefits solutions into your existing business model – efficiently, scalably and within a regulated framework.
We provide the complete infrastructure in the background:
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Swiss pension foundations
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FINMA-regulated banking infrastructure
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Digital platform and APIs
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Account/custody account management and transaction processing
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Administration, compliance and governance
This allows you to offer your clients modern digital pension solutions without having to build your own banking, pension or compliance infrastructure.
Vorsento – Preview of the new platform
Your benefits with Vorsento
Faster market entry
Launch your digital pension offering within just a few weeks:
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without your own banking licence or foundation structure
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without FINMA, FSIO or OPSC approval processes
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without setting up your own compliance or custody infrastructure
Everything from a single source
Under one roof:
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bank
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pillar 3a
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vested benefits
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asset management
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digital platform
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regulatory infrastructure
This helps you avoid complex multi-provider setups and reduce operational interfaces and risks.
Flexible integration options
You decide how Vorsento is integrated:
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Select: rapid go-live via the existing web portal.
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White-label portal: your own brand presence with our infrastructure in the background.
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API integration: direct integration into existing front ends, apps or platforms.
A platform for digital pension offerings
Who is Vorsento suitable for?
The platform is ideally suited to insurers, asset managers, brokers, consultants, fintechs, financial intermediaries and platform providers.
Modern pension products for your clients
Offer your clients digital pillar 3a and vested benefits solutions, account and securities solutions, flexible investment strategies, open product architecture, modern digital processes and personal support.
Open architecture and flexible product integration
Vorsento supports own strategies, third-party products, partner solutions, individual strategic asset allocations and partner portfolio management.
Embedded in regulation and secure
Established Swiss expertise in pensions and banking under one roof: a FINMA-regulated bank, pension foundations supervised by the ZBSA, data hosted in Switzerland, high security and data protection standards, as well as integrated governance and risk structures.
Efficient scaling
Thanks to the modular platform architecture, you benefit from rapid scalability, standardised processes, lower operational effort, predictable cost structures and efficient partner and client management.
Why us?
Established Swiss provider with many years of pension and banking experience
For many years, the integrated Swiss financial group has brought together expertise in pensions, banking and investments under one roof.
This gives you access to an established, fully regulated infrastructure with many years of experience in the Swiss pension market.
Swiss platform and infrastructure
Vorsento was developed to meet the requirements of the Swiss pension market.
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Data hosted in Switzerland
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High Swiss security and data protection standards
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Modern API-based platform architecture
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Regulatory integrated processes
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Stable and scalable infrastructure
Attractive pension solutions for your clients
Offer your clients:
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attractive account interest rates
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low and transparent fees
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flexible account and investment solutions
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modern digital pension processes
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one of the largest investment universes in Switzerland
Digitally efficient. Personally supported.
Digital processes are combined with personal support from experienced pension and investment specialists.
This enables you to offer your clients a modern pension experience – simple, efficient and trustworthy.
Why private pension?
The Swiss market for pillar 3a and vested benefits has been growing strongly for many years. Today, clients expect:
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digital processes
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flexible investments
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mobile use
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transparent costs
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simple usability
With Vorsento, you can access attractive, long-term pension segments – without having to build the regulatory complexity in the background yourself.
Platform-related benefits
Fully digital onboarding
Paperless account and custody account opening with efficient regulatory processing. Advisers can pre-enter client data on behalf of clients.
FinSA-compliant integration
Execution-only, investment advisory or asset management within existing regulatory structures.
Digital strategy adjustments
Strategy changes can be initiated efficiently and confirmed digitally.
Large investment universe
Access to Tellco strategies, institutional solutions and integrable third-party products.
Investment universe
Three ways to integrate
Standard web portal
Rapid market entry with minimal implementation effort
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Onboarding via the existing web portal
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No proprietary front-end development required
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Use of the existing infrastructure and processes
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Ideal for partners focused on advice and distribution
Implementation time: approx. 2 weeks
White-label portal
Your own brand presence with limited technical complexity
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Configuration of the portal in the partner’s branding
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Adaptation to the partner’s CI/CD
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Use of Founders Bank regulatory and operational infrastructure
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Ideal for larger asset managers or fintechs
Implementation time: approx. 1–3 months
API integration
Maximum flexibility and full system integration
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Direct API connection to the partner’s existing systems
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Integration into your own front ends, apps or platforms
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Individual design of processes and the client experience
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Ideal for insurers and larger companies with their own portals
Implementation time: approx. 3–6 months
Was Tellco Vorsento auszeichnet
Vorteile der Plattform
- Vollständig digitale Kontoeröffnung
Papierloses Onboarding mit effizienter, regulatorisch konformer Abwicklung. - Vorbefülltes Onboarding durch den Partner
Berater erfassen relevante Kundendaten vorab – der Kunde bestätigt digital. Schnell, strukturiert und fehlerreduziert. - Regulatorisch integrierte Finanzdienstleistungen (FIDLEG-konform)
Execution-only, Anlageberatung oder Vermögensverwaltung – flexibel wählbar innerhalb einer bestehenden regulatorischen Struktur. - Effiziente Mandats- und Strategieanpassung
Strategieänderungen werden durch den Partner initiiert und vom Kunden im Rahmen eines Beratungsmandats digital bestätigt.
Vorteile der Produkte
- Erweiterte Anlagemöglichkeiten
Investitionen über das BVV-Minimum hinaus – innerhalb regulatorischer Vorgaben. - Breites, offenes Anlageuniversum
Zugang zu Tellco-eigenen Strategien, institutionellen Lösungen und integrierbaren Dritt- oder Partnerprodukten. - Kosteneffiziente Struktur
Keine Transaktionsgebühren und keine Fremdwährungsspesen. - Quellensteuer-Optimierung
Strukturelle Vorteile bei der Rückforderung von Quellensteuern. - Professionelle Fachunterstützung
Direkter Zugang zu Investment- und Vorsorge-Expertise bei fachlichen oder regulatorischen Fragestellungen.
Tellco Vorsento für Vertriebspartner in der Praxis
Erfahren Sie im kurzen Video, wie einfach sich Vorsorgelösungen in bestehende Angebote integrieren lassen.
Dokumentation
Im Benutzerhandbuch zu Tellco Vorsento finden Sie hilfreiche Anleitungen, praktische Hinweise und alle wichtigen Informationen für den erfolgreichen Einsatz.
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