The modern software solution for pension funds

Understanding data. Steering strategies. Improving decisions.

The platform for modern pension funds: centralized data, automated controlling, and clear decision-making foundations for management, trustee boards, and advisors.

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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.

The digital solution for modern pension funds

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.

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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.

Challenges of pension funds management & steerings

  • Excel spreadsheets and decentralized documents. Data is everywhere but usually not connected, and not up-to-date
  • Controlling is a big effort, consumes resources or is outsourced
  • No simple visualisation of KPIs – makes easy and efficient communication to stakeholders difficult
  • Benchmarking is not automated and has a time-lag
  • ALM is not dynamic, no effective and up-to-date ALM controlling in place
  • Reports and document repository not available with one click

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How vertX IQ can support pension funds

From data import to reporting – vertX IQ supports pension funds in analysis, steering, and communication.

Build the foundation

All data in one place

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.

Where are you today?

Controlling & Monitoring

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.

Peer-Benchmarking

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.

Where do you want to go?

Strategy & Optimization

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.
Make data speak

Reporting & Communication

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.

Essential data at a glance

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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Downloads

Download the vertX IQ Two-Pager for a concise summary of the platform and its advantages.

The most frequently asked questions about vertX IQ

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

About us

  • vertX IQ was founded in 2020 as a technology company to support pension funds and their appointed pension fund advisors in the areas of controlling, ALM, and strategy simulations through a dedicated software solution.
  • vertX IQ has more than CHF 50 billion in «assets under analysis» via the vertX IQ platform.
  • vertX IQ has its client base in Switzerland and Europe consisting of large and medium sized pension funds and partnerships with pension funds consultants and service providers.
  • The Non-Executive and Advisory Boards of vertX IQ consist of renowned pension fund and asset management experts from Switzerland and abroad.
  • The company is a privately held stock corporation based in Zug, Switzerland.
  • vertX IQ is backed by a strong and diverse team combining industry expertise, technological skills, and strategic insight.
Meet the Team

Contact

We look forward to hearing from you and are happy to answer any questions or provide a personal demo.

Address

vertX IQ AG
Baarerstrasse 79
6300 Zug

Mail

We look forward to hearing from you.
hello@vertx-iq.com

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