The modern software solution for pension funds
Understanding data. Steering strategies. Improving decisions.
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More InformationI wish I had access to vertX IQ back then. The central and digital availability of all pension fund data greatly simplifies preparation, decision-making, simulations, and communication with stakeholders.
Urs Gfeller
Former CIO of the Novartis Pension Fund and Head of Treasury Investment Management at Novartis.
We bring together all relevant data sources in one central system. This includes asset and liability data as well as risk and operational metrics.
This provides users with precise, real-time insights into their current position, enables scenario modeling and decision simulations, and allows for stakeholder reporting at the push of a button.
The platform is modular, user-friendly, and specifically designed to meet the needs of pension institutions – whether for executives, board members, or advisory partners.
I wish I had access to vertX IQ back then. The central and digital availability of all pension fund data greatly simplifies preparation, decision-making, simulations, and communication with stakeholders.
Urs Gfeller
Former CIO of the Novartis Pension Fund and Head of Treasury Investment Management at Novartis.
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More InformationFrom data import to reporting – vertX IQ supports pension funds in analysis, steering, and communication.
vertX IQ consolidates all relevant information, including investment reports, actuarial data and peer comparisons, into a consistent structure. Data is imported automatically via API or AI, while full ownership remains with the pension fund. This provides a solid foundation for consistent analysis and complete control.
Stay on top of key metrics like funding ratio, returns, risks and deviations from your targets. Compare your performance systematically with relevant market participants using defined benchmarks or historical data. Always up to date, flexible and transparent.
Compare the performance of your pension fund systematically with relevant market participants. The vertX IQ platform analyzes key figures in an industry context, making differences in returns, risk, or structure instantly visible. This allows you to detect deviations early and gain valuable insights for your strategy.
An Optimizer helps you to evaluate your asset allocation and member benefits through sensitivity analysis, while the ALM Dynamizer keeps your strategies “alive” with continuous data updates, enabling swift responses to market changes beyond the standard cycle.
Create tailored reports for the board of trustees, management or supervisory bodies, customized to each target group. Complex metrics are clearly visualized within the Smart KPI Framework, turning data into real decision-making relevance.
The vertX IQ platform visualises key data based on stakeholder-relevant user stories. See instantly where your pension fund stands and make the informed decisions to steer it effectively.
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vertX IQ is a digital platform for the management, analysis, and strategic planning of pension funds. The solution connects all relevant data sources like assets, liabilities, risks, and operational KPIs in one central, standardised system. This forms the basis for well-founded decisions, modern reporting, and efficient collaboration with advisors and stakeholders.
The platform supports both structured and unstructured data sources. Data is imported via APIs or AI-based recognition (LLM). This allows for the automated integration of data from ERP systems, Excel files, actuarial reports, or custodian data. The pension fund always retains ownership of its data.
Our cashflow-based ALM simulation is interactive and intuitive. It shows how different market or strategy scenarios affect assets, liabilities, balance sheet, income statement, and liquidity. Users can test scenarios independently and better assess the impact of strategic decisions.
All relevant indicators such as funding ratio, returns, risk measures, or deviations from target values are visualised in real time. The platform replaces manual Excel analyses with an interactive online cockpit featuring automated updates, consistent data, and clear visualisation.
Yes. With the benchmarking module, you can compare your key figures with market standards or anonymised peer data based on historical developments or individual targets. This helps you better assess your position and identify potential for optimisation.
Reports can be tailored to different target groups such as the board of trustees, management, or regulatory authorities. The level of detail is automatically adapted. The Smart KPI Framework helps to visualise complex indicators in an understandable way. Additionally, the platform serves as a central repository for regulatory and compliance-relevant documents.
The platform is designed as a collaborative tool. It provides a shared data foundation for collaboration with actuaries, investment advisors, and other partners. Advisors can use the platform directly to prepare scenarios or assist with reporting, significantly increasing efficiency.
The five core modules are:
ALL DATA IN ONE PLACE
central data import and standardisation
CONTROLLING & MONITORING
overview of KPIs, risks, and developments
BENCHMARKING
comparison with peers and targets
STRATEGY SETTING
scenario planning, impact of SAA and benefit changes, simulation
REPORTING & COMMUNICATION
tailored reporting for different stakeholders
We look forward to hearing from you and are happy to answer any questions or provide a personal demo.
vertX IQ AG
Baarerstrasse 79
6300 Zug
We look forward to hearing from you.
hello@vertx-iq.com
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