Optive AG

Next-Level Office Organisation for Pension Funds – Digital. Efficient. Future-Proof.

Optive AG is your experienced Swiss partner for digital transformation in the world of pension funds. For over 25 years, we have been implementing solutions based on the ELO ECM Suite and are now one of Switzerland's leading ELO specialists. With more than 700 successfully completed projects, we have in-depth experience in regulated organisations and complex administrative structures.

Our focus is on supporting pension funds in the legally compliant, transparent and sustainable digitalisation of their documents, files and processes – always with an eye on the requirements of the board of trustees, management and auditors.

Digitalise. Organise. Benefit.

Pension funds in particular benefit from individually tailored solutions that reduce administrative workload while strengthening governance, compliance and traceability:

All documents under control – centrally, digitally and legally archived
Seamless integration – optimally connected to existing industry, ERP and accounting systems
Automated processes – clearly defined workflows, less manual work, greater transparency

Your Control Centre for the Digital Office: The ELO ECM Suite

With the ELO ECM Suite, pension funds organise all their documents, information and workflows on a single, powerful central platform. The solution is modular, audit-proof and consistently designed for use in regulated environments.

The platform is complemented by modern features and extensions:

Central information platform with integrated AI assistant
Efficient process automation with ELO Workflows
Sector-specific business solutions with ELO Business Solutions
Digital incoming mail as the entry point for all documents
Flexible operating models: On-Premise, Cloud or Hybrid
Individual dashboards and evaluations with ELO Analytics

Modular, Flexible and Investment-Secure

Whether a smaller pension fund or a complex-structured pension scheme: thanks to its modular design, the solution grows with your requirements. New features can be added step by step – without system disruption and with long-term investment security.

Your benefits at a glance:

Centralised, structured document management
Audit-proof and Swiss FADP-compliant archiving
Intelligent, traceable workflows with clear responsibilities
Integration with MS Office and Outlook
Powerful search (iSearch and Click&Find)
Real-time analysis and transparency with ELO Analytics

Expandable with:

AI-powered document analysis
FADP-compliant digital personnel files
Contract and applicant management
Interfaces to ERP, accounting and CRM systems
Meeting and visitor management
Mobile access and MS Teams integration
Legally valid digital signatures

Services for Legacy Data and Archive Holdings

In addition to introducing modern ECM solutions, Optive supports pension funds in taking over and digitalising existing archive holdings:

Analysis and structuring of legacy data
Migration from existing systems or file structures
Digitalisation and audit-proof archiving of paper archives
Long-term assurance of retrievability and compliance

This creates the foundation for complete, consistent and auditable information assets – over many years to come.

Your Added Value as a Pension Fund

Optive supports you from strategic consultation through implementation to ongoing operations. Our solutions create digital structures that strengthen governance, ensure compliance and simplify audits – practical, clear and sustainable.