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.
Pricing must be fair for all!
How can we succeed in reducing wealth inequality in society by pricing financial advice fairly? Wealth inequality around the world is well documented. Numerous global wealth reports show year after year that this trend continues with no change in sight. Why is it so hard to address this problem? Or do we not want to change it?
Understanding fees is important
We believe that fees, along with financial knowledge, are the biggest barriers to accessing capital markets for individual investors. Sadly fees are often hidden or mixed with performance number which makes it difficult to fully understand their impact. Understanding what you pay for in financial markets is hence essential for managing your wealth.
