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my heLPP
my heLPP — Affiliate portal

my heLPP — One platform between your foundation and your affiliates

The secure aggregator that gives every affiliate a single window onto their pension. Communications, certificates, mutation tracking, AI regulatory chatbot — read in real time from the heLPP suite and your existing business systems, with no migration.

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Where we sit

The layer between affiliates and technical management

my heLPP is the layer that aggregates and exposes — connecting the affiliate experience to every program that runs their pension, without imposing any migration.

my heLPP is the secure aggregator between the affiliate and every program that runs their pension — ours and yours alike.

The role of my heLPP

A secure aggregator, not yet another silo

my heLPP replaces none of your systems. It reads the data that matters from your programs — the heLPP suite as well as your existing business tools — to make it visible, readable and actionable for the affiliate, in a single interface.

01

Read

Read-only API gateways into your systems: no double-storage, no migration, your tools remain the source of truth.

02

Aggregate

Real-time consolidation of affiliate data: capital, mutations, communications, certificates, contributions — whatever the source system.

03

Expose

Presented to the affiliate in a readable, audited form. Every consultation is logged, every access is controlled.

Aggregated sources
heLPP DeskheLPP AssetMyProdisXplanTrianon+ business ERP on demand

One single door for the affiliate. Zero change for your technical managers.

The affiliate today

Disconnected from their own pension

The Swiss affiliate experience hasn't moved in 30 years. Most affiliates have no real channel to their foundation.

Scattered communications

Pension certificates by post, regulation updates by e-mail, confirmations by paper letter — nothing is centralized.

Certificates on email request

Need your tax statement? Write an email, wait three days, hope someone replies during office hours.

Zero visibility

No status on submitted requests, no answer to basic regulation questions, no self-service whatsoever.

Secure access

One affiliate login, a strong identity

my heLPP ships with its own affiliate IdP — email + MFA — with native support for Swiss federated identities (SwissID, AGOV, eID), and inbound SSO for foundations that already operate one.

Encrypted · Swiss hosting
or sign in with email
MFA · TOTP / WebAuthn
  • Strong identifier

    SwissID, AGOV, eID and TOTP / WebAuthn MFA out of the box.

  • Inbound SSO

    SAML / OIDC for foundations that already run their own IdP.

  • Audited sessions

    Every sign-in, document download and chatbot exchange is logged.

  • Controlled recovery

    Account recovery follows a foundation-driven workflow — never raw self-service.

How it works

Four pillars, always active

Whether you activate other heLPP products or not, my heLPP delivers a full affiliate experience out of the box.

Foundation → affiliate communications

Every letter, certificate and notification from the foundation centralized in one inbox — paper-free, traceable, GDPR-compliant.

Documents & certificates on demand

Pension certificate, tax statement, regulation, plan — affiliates download what they need 24/7, no email required.

AI regulatory chatbot

Sourced answers on your foundation regulation and Swiss LPP/OPP2 — first line of support, available around the clock.

Profile & contact details

Affiliates update their address, beneficiaries and contact data themselves, with versioning and audit trail.

Modular by design

The affiliate cockpit, modular

Same app for everyone — the blocks tagged with a colored badge appear only when the corresponding heLPP product is activated by the foundation.

My pension cockpit

Marie Schaller · Affiliate #88-2041

MS
Connected to heLPP Asset
Pension capital
CHF 19'934.01
CSA 2 Mixta-BVG 35 · IBAN CH0008879048
View in heLPP Asset
My ongoing requests
via heLPP Desk
  • Address change
    Submitted 12.04.2026 · Step 2/4
    In progress
  • Early withdrawal (EPL) request
    Submitted 28.03.2026 · Step 4/4
    Validated
  • Beneficiary update
    Submitted 22.04.2026 · Step 1/4
    Received
Communications
See all
  • New 2026 pension certificate available
    20.04.2026
  • Regulation update — art. 12
    15.04.2026
  • Confirmation of your EPL request
    29.03.2026
Documents & certificates
Pension certificate 2026
Tax statement
Foundation regulation
Pension plan
Connected business data
API · read-only
  • XplanIndividual account · balance at 31.12.2025
    Sync · 2h ago
  • MyProdisBuy-back potential · CHF 42'310
    Sync · today
  • TrianonAnnual contributions · 2025
    Sync · 1d ago
Ask any question about your pension
What is my conversion rate at 65?
My EPL optionsPension vs lump-sumWhat does art. 7 of the regulation say?
Sourced answers · Foundation regulation + LPP/OPP2

Interface preview — designed for desktop

3 functions, one platform

An app for the affiliate, transparent with their foundations

Cockpit, foundation spaces and sovereign wallet — the three functions that put the affiliate back in control. Available on desktop and mobile.

Pension cockpit

A clear dashboard with the latest changes and notifications about your pension — across every foundation you belong to.

  • Consolidated multi-foundation view
  • Real-time notifications & communications
  • Tasks & requests to confirm
  • Total capital and recent activity

Interface preview — designed for desktop

Switch tabs above to explore each function — the desktop view updates live.

Available on desktop, on the App Store and on Google Play.

heLPP Wallet · zoom

Your sovereign LPP wallet, in three gestures

Receive, organise, share — your pension life carried on your phone, under your sole control.

Inbox
1

Your wallet

New pension document
Buy-back certificate 2024
Recent documents
Buy-back certificate 2024
12.08.2024
Beneficiary designation — signed
03.07.2024
Annual pension statement
21.05.2024

Receive your documents

Certificates, beneficiary forms, annual statements — everything lands directly in your wallet, with a real-time notification.

heLPP Wallet
MB
New certificate available
Risk profile change — please review

Certificates

Active
Wealth management
Pension certificate
Buy-back certificate 2024
Issued on
12.08.2024
Valid
Beneficiary designation
Pension agreement

Organise your certificates

All your active certificates and your full LPP history, gathered in a single classifier you keep for life.

heLPP Wallet
Granted

Access request to your wallet

You have received a new sharing request from heLPP Pension Foundation.

heLPP Pension Foundation
Documents to share
Access authorized
Toggle to grant or revoke at any time

Share — and revoke — at will

Grant or revoke access to a foundation or an advisor in one tap. You stay the sole master of your data.

my heLPP, the Affiliate OS

One platform, every module

Every system that holds data relevant to the affiliate, accessible from a single interface — heLPP modules and your business connectors, side by side.

heLPP modules
+ heLPP Desk Forms activated

Self-service mutations & status tracking

Affiliates submit mutations directly from my heLPP and follow each step (received → processed → validated → archived) with no phone call.

  • Submit any of the 12 standardized mutations
  • Real-time 4-step status timeline
  • Notifications on every state change
See heLPP Desk
+ heLPP Asset activated

Live capital, allocation & wealth evolution

Affiliates see their pension capital in real time, current strategy and allocation, and the historical evolution of their wealth.

  • Pension capital & strategy at a glance
  • Effective allocation per asset class
  • Performance and contribution history
See heLPP Asset Management
Business-system connectors

Secure API · read-only · full audit log · data hosted in Switzerland · no back-office migration.

Xplan

LPP administration & individual accounts

API R/O CH
Trianon

Assets & benefits management

API R/O CH
MyProdis

Foundation technical management — no native affiliate web front; my heLPP becomes its face.

API R/O CH
Other business ERP

Connector on demand

API R/O CH

Brand names are the property of their respective owners. No formal partnership is implied.

Why this approach

An affiliate front-end, without imposing a migration

For the affiliate

One single digital door to their pension life. No more paper, no more dispersed channels, always up-to-date data.

For the foundation

Transparency without operating a new front-end. Fewer demands on technical managers, full reuse of existing systems.

For technical managers

Their software stays the source of truth. my heLPP is only a secure read-only window — no double-entry, no risk.

AI chatbot

An AI that actually knows your regulation

Sourced on your foundation regulation, the LPP and OPP2. Citations on every answer. Hallucinations contained by design.

What is my conversion rate at age 65?
Answer: According to art. 14 of your foundation regulation, the conversion rate at the ordinary retirement age of 65 is 5.8%. The legal LPP minimum is 6.8% on the mandatory part.
Foundation regulation · art. 14LPP art. 14 al. 2
Sourced & citable answers

Every answer cites the article of your regulation or the LPP/OPP2 paragraph it relies on.

Trained on your regulation

Indexed on your foundation's own rules — not a generic legal corpus.

Guardrails for individual cases

Personal numerical answers (rente, EPL amount) trigger a hand-off to the foundation team.

Front-line support, 24/7

Cuts call-center volume by deflecting recurring regulation questions before they hit your inbox.

Security & sovereignty

Built for affiliate trust and Swiss data law

SSO affiliate authentication

OIDC / SAML, MFA optional, password-less flows supported.

Swiss hosting

Data hosted exclusively in Switzerland by certified providers.

GDPR & nLPD compliant

Built for the new Swiss data protection law and EU GDPR alike.

Consultation audit trail

Every document download and chatbot interaction is logged and exportable.

End-to-end encryption

TLS 1.3 in transit, AES-256 at rest, with key rotation.

Granular consent

Affiliates control what data the foundation can share with third parties.

Give every affiliate a real digital relationship with their foundation

30-min demo on the live portal — see the chatbot, communications and modular activation in action.

Book a demo