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heLPP Desk
heLPP Desk

The legally-validated form catalog for Swiss pension foundations

A pre-validated library of 12 standardized LPP mutation forms — affiliation, exit, EPL, divorce, retirement and more. Plus a back-office to manage every response and a workflow engine to automate the lifecycle. Built for foundation operations teams.

Why this matters

Before / After heLPP Desk

From a paper-and-pen PDF to a 3-click digital form — see the difference at a glance.

À retourner par courrier
Fondation de prévoyance
Demande d'affiliation
(Médecin indépendant — formulaire 1a)
Réf. : ___________Date : ___________
Nom
Roux
Prénom
Jean
Date de naissance
NPA
Localité
N° AVS
Date d'entrée souhaitée
Plan choisi
Base
Plus
Premium
Signature de l'affilié
J. Roux
Lieu, date : ____________________
  1. 01
    Affiliate downloads the PDF
  2. 02
    Prints and fills it in by hand
  3. 03
    Signs with a pen and scans
  4. 04
    Sends back by email or postal mail
  5. 05
    Foundation re-keys every field manually
2 to 3 weeks
Re-keying errors
The product, in 3 modules

From form catalog to back-office and workflow

heLPP Desk is the foundation-facing back-office: a pre-validated form catalog, a cockpit to process every response, and a workflow engine that ties everything together.

Module 1 — Form catalog

A pre-validated library of LPP mutation forms

12 standardized forms aligned with Swiss pension law — affiliation, exit, EPL, divorce, retirement and more. White-label, mobile-first, e-signature ready.

A
Aromed Fondation de prévoyance
Service affiliations · Genève
Chiffré E2E🇨🇭 Hébergé en Suisse

Demande d'affiliation LPP

Médecin indépendant · 5 minutes · Réponse sous 48h

Étape 2 sur 367%
Section 2 / 3
Informations entreprise

Données de votre cabinet médical pour l'affiliation à la fondation.

Raison sociale *
Cabinet Dr Roux SA
Numéro IDE *
CHE-123.456.789
Forme juridique *
SA
Effectif assuré LPP *
4
Masse salariale annuelle *
CHF 580'000
Plan de prévoyance souhaité *
Vos données sont chiffrées et stockées exclusivement en Suisse.·Propulsé par heLPP Desk

Interface preview — designed for desktop

Module 2 — Back-office

Process every response from one cockpit

Filter, search, validate, and route every individual request — with full audit trail and bulk actions for the foundation team.

Demande de mutations/Toutes les demandes
Rechercher un affilié…
RéfStatutTypeAffiliéMontantReçu
MUT-2841ReçueAffiliation
Dr Marie Dupont
Cabinet Dupont SA
CHF 12'400il y a 12 min
MUT-2840À traiterSortie
Jean Roux
Praxis Roux
CHF 248'500il y a 38 min
MUT-2839À traiterEPL
Dr Sofia Bianchi
Studio Medico Bianchi
CHF 80'000il y a 1 h
MUT-2838À traiterDivorce
Dr Lukas Meier
Cabinet Meier
CHF 165'200il y a 2 h
MUT-2837TraitéeRetraite
Dr Pierre Fontana
Garage médical Fontana
CHF 612'000il y a 3 h
MUT-2836ReçueRachat
Dr Camille Berger
Cabinet Berger & Cie
CHF 35'000il y a 5 h
MUT-2835TraitéeAffiliation
Dr Noé Favre
Cabinet Favre
CHF 8'200hier
MUT-2834ArchivéeSortie
Dr Anna Vogt
Praxis Vogt
CHF 188'400hier
MUT-2833ArchivéeDécès
Succession Dr Morand
Cabinet Morand
CHF 420'000il y a 2 j
9 demandes
Total CHF 1'769'700·Moyenne CHF 196'633

Interface preview — designed for desktop

Turn-key suite

A ready-to-use form library for Swiss pension foundations

Everything a foundation needs to digitize affiliate journeys — without rebuilding a forms platform from scratch.

12 standardized mutations

Affiliation, exit, EPL, divorce, buyback, retirement, death, disability, address change, beneficiaries, certificate, attestation — all aligned with Swiss LPP law.

Full white-label

Colors, logo, custom domain and branded e-mails — your foundation's identity, end to end.

Native FR / DE / IT / EN

Every form is multilingual out of the box. Affiliates pick their language; you stay in control of the master version.

Qualified e-signature (SES / AES)

Built-in electronic signature compliant with Swiss ZertES, with timestamped audit trail.

Auto-sync into your core admin system

Push every validated mutation into your pension administration software — no double entry, no manual rekeying.

Profond
Igenia
Pythagoras
Smart-IS
Procom Solutions
API REST / Webhook
votre-fondation.ch/affiliation
VF
Votre Fondation
<iframe> — Powered by heLPP Desk
Étape 1 / 3
Demande d'affiliation
Nom
Roux
Prénom
Jean
N° AVS
756.1234.5678.97
embed.htmlLive in 2 minutes
<iframe
  src="https://forms.helpp.ch/v/affiliation"
  width="100%"
  height="720"
  style="border:0;
         border-radius:16px"
></iframe>

Embed it directly into your site

Drop a single iframe into any page of your foundation's website. The form inherits your URL, your domain, and your trust signal.

Interface preview — designed for desktop

Every individual request, in one place

12 standardized processes covering the full affiliate lifecycle.

01
Affiliation / Identity
02
Medical examination
03
Plan selection
04
Investment profile
05
Buybacks
06
Early withdrawals (EPL)
07
Divorce
08
Retirement
09
Exit / Vested benefits
10
Death / Beneficiaries
11
Disability / Absences
12
Pensioner lifecycle
Module 3 — Workflow engine

Automate the full lifecycle, from receipt to archive

Trigger emails, sync to your core admin system — all visually configurable.

Workflow — Avis de sortie

Déclenché à chaque demande d'avis de sortie validée

Actif
Déclencheur
Nouveau formulaire d'avis de sortie soumis
on submit
Statut
Reçue
Statut initial
Email accusé
→ {{affilie.email}}
Signature électronique
DocuSign — qualifiée LSCSE
Statut
À traiter
Assignation : équipe affiliations
Sync caisse
POST → bexio.com/api/mutations
Statut
Validée
Transfert libre passage exécuté
Statut
Archivée
Conservation 10 ans (LPP art. 41)

Interface preview — designed for desktop

Why pension professionals choose heLPP Desk

Industry-wide standardization

Standardized processes aligned with Swiss pension foundation practices, ensuring compliance and ease of management.

Increased efficiency

Reduce processing time on individual mutations by up to 70% with structured digital forms and automatic routing.

White-label & integrable

Use it as a standalone portal or embed it in your existing platform. Your brand, our engine.

Guaranteed compliance

Built-in audit trail, structured legal rules, and processes aligned with Swiss occupational pension law.

Ready to modernize your pension fund?

30-minute discovery call. No commitment, just a conversation.

Book a demo