Start managing
your wealth
yourself
with goal-based.investments
Empowering you to grow your wealth
financial advice accessible to everyone
The first investment platform truly made for the public
You too can manage your money. With professional digital investment advice at your side, everyone should be able to turn income into wealth by managing their own money. Without management fees or expensive products. With this in mind, we created a modern and accessible goals-based investing application that combines your savings experience with our investment expertise. Take control of your investments and build wealth by setting investment goals. You can do it! What are the benefits of a Roboadvisor?
It is feasible to deliver customized products targeted to goals that take account of individual characteristics, delivering it at low prices.
Robert C. Merton
Professor of Finance at MIT & Nobel Laureate - Economics 1997
The ABC to grow your wealth…
our answers to key wealth management questions
Our pricing schemes
free basic access for your basic goals
Fair-Use
Basic access for personal use
FREE
or donate
Define your investment goal, test your risk tolerance and derive your first goal-based investment portfolios free of charge for basic goals up to 500'000 CHF/EUR/USD
Make a risk tolerance and knowledge test
Invest to reach a financial goal
Pay back financial debts
Plan investments for retirement
All targets up to 2 million (CHF/EUR/USD)
Required minimum investment
100’000 for charity/trust/foundations and 5’000 for all other goals
Day-pass
Registered users access
25 CHF/day
for one device/browser
Derive your goal-based investment portfolios for all available target categories and for goals up to 2 million CHF/EUR/USD (24 hours access)
Make a risk tolerance and knowledge test
Invest to reach a financial goal
Pay back financial debts
Plan investments for retirement
All targets up to 2 million (CHF/EUR/USD)
Required minimum investment
100’000 for charity/trust/foundations and for investments after retirement. 50’000 for supporting your debt amortization and 5’000 for all other goals
Pro+
Professional/Institutional access
Contact us and discover what we can do for you
You need
- more personalized advice for investments over 2 million CHF/EUR/USD,
- access to the full spectrum of our covered investment universe (including major sectors)
- customized investment vehicles or
- are you considering using our technology?
Join our project and benefit from one of the most sophisticated investment technologies available today.
People behind the scenes...
or what drives our team
For far too long, creating a sophisticated wealth advisory platform for ordinary people didn't seem worth the effort. Now we've done it and we love it.
Michael worked more than 15 years for a major Swiss bank, holding leading positions in his career including his role as Head of Quantitative Investment Strategy.
