Customers & references

With partners who
mean it.

Insurers, banks and distributors build their pension offer on Xaver. These are the partners who have announced it, and how we work together.

At a glance

Partners building on Xaver.

Helvetia
Insurer
Media release, 7 October 2026 →
BCA AG and BfV Bank für Vermögen AG
Broker pool
Press release, 1 October 2026 →
OVB
Financial distributor
- Altersvorsorgedepot
- Riester comparison and switching service
pma
Financial and insurance brokers
DIF Deutsche Investitions- und Förderberatung AG
Financial distributor
die Bayerische
Insurer
- Private pensions
- AI adviser

A selection, not the full list.

Typical use cases

What partners come to us with, and what the cases below show in detail.

End-to-end delivery of pension and reinvestment solutions

Product line, advice and completion journeys, regulated asset management and adviser cockpit from a single source, in the partner's brand, from the Altersvorsorgedepot through to reinvestment.

See the Helvetia case

Sales tools: Riester comparison and switching service

Evaluate the book systematically, assess every contract individually, initiate the switch into the Altersvorsorgedepot digitally, including the cases where keeping the contract is the better advice.

See the switching service

Competitive Altersvorsorgedepots

Individualised per customer
Cost-efficient
Open architecture

See the Altersvorsorgedepot

Frühstart-Rente: launch on 1 January 2027

Sales tools and digital completion journeys for the Frühstart-Rente: activate, advise and close families in the book, for advisers and customers.

See the Frühstart-Rente

Greater efficiency through hybrid distribution models

Self-service, AI adviser and personal advice in one journey, on the same data, for a large network of affiliated advisers and connected to the pool's own systems.

See the BCA case

Products as a service: Standarddepot to net tariff

Standarddepot, full AVD, guarantee product and net tariff can all be completed in the same journey, developed and operated on the Xaver platform.

See AVD as a Service

Cases in detail

In their own brand, on the market: two partners in detail.

End-to-end case

Helvetia

Helvetia brings the Altersvorsorgedepot, the Frühstart-Rente and Riester comparison and switching to market with Xaver end-to-end: product line, advice and completion journeys, regulated asset management and adviser cockpit from a single source, in Helvetia's own brand.

Scope

Hybrid advice and completion journeys for self-service and personal advice, adviser cockpit and regulated asset management, as an integrated white-label on Xaver's infrastructure.

Start

Pre-registration from October 2026: advice, suitability check, product choice. Confirmation with one click from 1 January 2027. A binding Altersvorsorgedepot contract is not yet possible in 2026.

Roles

Helvetia brings pension expertise, product range and distribution. ODDO BHF Asset Management is the investment partner. Xaver Asset Management GmbH is the product provider and runs the portfolio management; Xaver Group provides the hybrid advice and completion platform.

Key facts

Product line: Altersvorsorgedepot + Frühstart-Rente
Distribution model: Hybrid: adviser + self-service
Start: Pre-registration from October 2026 · confirmation from 1 January 2027
Investment partner: ODDO BHF Asset Management
Published: 7 October 2026, media release

Source

Helvetia published the partnership in a media release on 7 October 2026, linked in the key facts. We quote no figures of the partner's.

Broker pool and bank

BCA AG and BfV Bank für Vermögen AG

For the partners of BCA AG and BfV Bank für Vermögen AG: the BCA Xaver Altersvorsorgedepot powered by ODDO BHF Asset Management, in a standard and a premium variant.

Scope

Hybrid advice and completion journeys for self-service and personal advice, connection to the BCA systems and an integrated Riester comparison and switching service.

Timeline

From October 2026 BCA partners embed the offering in their advice and client processes; Altersvorsorgedepot contracts are planned from January 2027, then the Frühstart-Rente as well.

Roles

BCA AG and BfV Bank für Vermögen AG bring pension expertise, product range and distribution. ODDO BHF Asset Management is the investment partner. Xaver Asset Management GmbH is the product provider and runs the portfolio management; Xaver Group provides the hybrid advice and completion platform.

Key facts

Product line: Altersvorsorgedepot Standard + Premium
Distribution model: Hybrid: adviser + self-service
Start: Embedding from October 2026 · contracts planned from January 2027
Investment partner: ODDO BHF Asset Management
Published: 1 October 2026, press release

Source

BCA published the partnership in a press release on 1 October 2026, linked in the key facts. We quote no figures of the partner's.

Our partners

What stands behind the platform: investment expertise, custody, KYC.

Investment expertise
Investment partner, among others in Helvetia's Altersvorsorgedepot and in the BCA Xaver Altersvorsorgedepot powered by ODDO BHF Asset Management.
Custody & brokerage
Account infrastructure in the EU: custody of the securities and brokerage for the customer accounts.
KYC & eSigning
Identity verification and electronic signature inside the completion journey.¹