Identify possible gaps in your pension at an early stage – right on your smartphone. It's easy with CSX Financial Plan in the CSX app. Enter the details of your personal financial situation to create an overview of your pension in just a few steps.
The digital consultant then gives you a forecast of how long your assets will last when you are no longer working and shows you some ways to further optimize your financial planning.
No experience in investing? No problem! With our digital advisor “CSX Invest” investing is now very easy. Answer a few questions about your needs in the CSX App – and you will receive your individual investment strategy with the right product. All products offered are sustainable and meet the highest quality standards in their category. Thanks to the transparent pricing, you do not need to worry about hidden costs.
And this is how it works: Invest an amount of 100 francs or more directly from your smartphone and view the performance in the app. Would you like to invest more? That can be done with just a few taps. If the investment no longer meets your needs, you can switch between products or withdraw your money at any time. If you ever need any help, our support staff is standing by and just a phone call away.