winVS software AG

What winVS software AG does

winVS software AG is a privately held Swiss Aktiengesellschaft founded in 1989 (originally as Comteach AG, rebranded in 2005) and headquartered in Baar, Canton of Zug. The company develops and sells vertical software primarily for Swiss insurance brokers, with its core product being winVS next — a Microsoft-stack-based branch software platform offering customer management, digital document management, process automation, integrated interfaces via EcoHub for electronic data exchange with insurers, and reporting/analytics. Around this core, winVS also offers Microsoft 365 resale and consulting, custom Microsoft Dynamics 365 development services, and broader consulting and support for implementation, configuration, and training. The firm employs approximately 25 people at its Baar headquarters and reports more than 2,300 users relying on its solutions, with recognized named customers such as ARISCO Gruppe.

The business model combines recurring software subscription revenue (winVS next licensing), transactional resale revenue (Microsoft 365 plans priced from CHF 5.90 to CHF 37.80 per user per month plus activation fees), and professional services revenue (Dynamics 365 customization, consulting, implementation, training). Go-to-market is direct and consulting-led: the firm sells through its website, phone, and direct sales engagement, targeting primarily Swiss insurance brokers with adjacent reach into financial service providers, trustees, banks, and insurance companies. The firm is a Microsoft technology partner (Early Adopter recognition), integrates with the Swiss EcoHub platform (co-stewarded via IG B2B, which holds 30% of EcoHub AG), and won the IG B2B-Award 2018 for best broker software.

The company operates exclusively in Switzerland with no disclosed international expansion, no external institutional funding, no acquisitions, and no publicly disclosed revenue. Strategic positioning rests on 35+ years of Swiss insurance domain specialization, the EcoHub integration that connects it to the dominant broker-insurer digital data exchange, and bundled Microsoft 365 / Dynamics 365 resale that provides incremental transactional and services revenue on top of the core broker software subscription base.

Name

winVS software AG

Legal name

winVS software AG

Website

http://www.winvs.ch/de/

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

1–10 employees

Short description

winVS software AG has been producing Swiss broker software, pension advisory software and financial planning software.

Ownership category

akta.pro rank

Product category

Insurance Broker Software

NAICS

Software Publishers (51321), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming Services (7371), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO)

akta.pro secondary industry

Enterprise Architecture & IT Operating Model (BPAHAEAB)

Keywords

• Insurance broker software
• Pension advisory software
• Financial planning software
• Dynamics 365 customization
• Microsoft 365 services

Headquarters

HQ city

Baar

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Licensing - winVS next: Branch software subscription and licensing for insurance brokers including implementation, support, and maintenance services.
2. Microsoft 365 Resale: Resale of Microsoft 365 plans including Business Basic (CHF 5.90/month), Business Standard (CHF 12.30/month), Business Premium (CHF 21.70/month), and various Enterprise plans. Additional one-time activation fees apply.
3. Consulting and Support Services: Consulting services including implementation, configuration, training, and ongoing support for software solutions.
4. Dynamics 365 Customizing Services: Custom development and implementation services for Dynamics 365 solutions including requirements analysis, design, development, implementation, and maintenance.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

winVS software AG develops and sells branch software for Swiss insurance brokers, with its core product winVS next providing customer management, digital document management, process automation, EcoHub-based electronic data exchange with insurers, and reporting/analytics. The company also customizes Microsoft Dynamics 365 solutions, resells Microsoft 365 plans, and provides consulting, configuration, training, and ongoing support services for its software customers.

Product overview

winVS software AG offers a unified product ecosystem for insurance brokers centered on the winVS next platform, supplemented by professional services modules. winVS next is a comprehensive broker software providing customer management, document management, process automation, EcoHub-based data exchange with insurers, and reporting capabilities. Around this core, the company offers Microsoft Dynamics 365 customization services, Microsoft 365 reselling and consulting, and consulting/support services for implementation and training. The company reports approximately 2,300 users and serves insurance brokers, financial service providers, fiduciaries, banks, and insurance companies across Switzerland.

Differentiator

Problem solved

Functional benefit

Products and services

• winVS next Tailored branch software for Swiss insurance brokers providing centralized customer management, digital document management, process automation, EcoHub-integrated electronic data and document exchange with insurance companies, and reporting and analytics on revenue, commissions, claims ratios, and customer satisfaction.
• Dynamics 365 Customizing Custom software development and implementation services based on Microsoft Dynamics 365, including CRM customization, process automation, interfaces, customer portals, software testing, quality assurance, and test automation for Swiss businesses such as insurance companies and banks.
• Consulting and Support Services Expert consulting for implementation, configuration, and usage optimization of winVS software solutions, including business process analysis, customer support, training, training materials, and ongoing support for customers and prospects.
• Microsoft 365 Services Consultation and ordering service for Microsoft 365 plans (Business Basic, Business Standard, Business Premium, Office 365 E1/E3/E5 EEA, Microsoft 365 Apps for Enterprise, OneDrive for Business, PowerBI Pro), offered as a Swiss reseller with one-time activation fees and monthly subscriptions.

Quantifiable outcome

• 2,300 users trust winVS software solutions

Named customers1 record

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature7 records

Partnerships

Four partnerships are on record, tiered core and minor.

• EcoHub AGcoreTechnology or Integration · 1 July 2022EcoHub is the central platform for the Swiss insurance, pension, and broker market. WinVS integrates with EcoHub for electronic data and document exchange between brokers and insurers. EcoHub was founded in July 2022 by 24 shareholders including major Swiss insurers and prominent brokers.
• IG B2B for Insurers + BrokerscoreStrategic or Co-development PartnerIndustry association connecting interests of insurers, brokers, and software manufacturers for electronic business communication standards in the broker market. IG B2B holds 30% of EcoHub AG shares and develops industry-wide standards for electronic communication.
• MicrosoftcoreTechnology or IntegrationTechnology partnership for Microsoft 365, Dynamics 365, and cloud solutions. WinVS develops solutions based on Microsoft technology and resells Microsoft 365 plans. Company has received Microsoft recognition as Early Adopter.
• Ägerital Energie GenossenschaftminorOthersEnergy partner producing solar power through 14 photovoltaic installations for 210 households. WinVS sources renewable energy from this cooperative.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• assfinet GmbH: assfinet is one of the largest German providers of insurance broker software (assfinet, AMS, etc.) with deep vertical specialization. Direct comparability to winVS next: vertical SaaS for insurance intermediaries, built for the DACH broker market.
• Softfolio GmbH: Softfolio offers insurance broker and financial advisor software in the DACH region, comparable to winVS next in target customer (brokers) and core capability (policy/contract management). Geographic overlap is partial as winVS focuses on Switzerland and Softfolio on Germany.
• VDV GmbH (Informationssysteme für Versicherungen): VDV provides software solutions for insurance brokers and agents in Germany, comparable to winVS next in product scope (broker administration, document management) and customer segment.
• Apeek Software GmbH: Apeek provides broker and financial advisor software in Germany, similar in target market to winVS. Both are small, vertically-specialized software vendors serving insurance intermediaries in the DACH market.
• msn Software GmbH: msn Software delivers IT solutions for insurance brokers in Germany, comparable to winVS in customer focus and product category (broker back-office software).

Broad incumbents

• Microsoft (Dynamics 365 / Microsoft 365): Microsoft is the underlying platform vendor for winVS's Dynamics 365 customization and Microsoft 365 resale businesses. It is a broad incumbent whose CRM/Office products are the foundation winVS builds upon and resells.
• Salesforce (Financial Services Cloud): Salesforce offers Financial Services Cloud targeting insurance and financial advisors, a broad incumbent CRM platform competing with the Dynamics 365 ecosystem in which winVS is embedded. Relevant because winVS also partners with Ascendix for Salesforce work.
• Avanade (Accenture/Microsoft JV): Avanade is a large global Dynamics 365 systems integrator and a broad incumbent competing for the same Dynamics 365 customization and implementation work that winVS performs for its Swiss clients.

Regional players

• i-soft Informatik AG: i-soft is a Swiss CRM and ERP software vendor serving insurance and financial services. It is a regional peer serving the same Swiss market as winVS, with overlapping vertical focus on insurance and financial distribution.

Others

• EcoHub AG: EcoHub AG operates the central Swiss insurance/pension/broker data exchange platform that winVS integrates with. While not a competitor, it is a critical ecosystem participant whose evolution directly affects winVS's broker-side product.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/winVSsoftware
• LinkedInlinkedin.com/company/winvs-software-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about winVS software AG