Our pricing schemes
free basic access for your basic goals
Investing Course
For everybody who needs knowledge to get started
FREE
You know it's important to invest your money, but you feel overwhelmed, unsure and don't know how. Rest assured that you are not alone! We will help you take the first steps.
- Get an overview on what you need to know before starting
- Gain necessary knowhow about all relevant topics
- Learn how to avoid fees and advisory traps
- Learn how to craft investment strategies - for you, your family & your retirement
Join our free webinars on investing and unlock your potential! Gain all the knowledge required to begin your investing journey.
Basic Access
For everyone with starting captial up to 100'000 CHF/EUR/USD
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 100'000 CHF/EUR/USD
Make a risk tolerance and knowledge test
Make a plan to reach a financial goal
Make a plan to pay back a financial obligation
Make a plan to invest for retirement
Investments beyond 100'000 (CHF/EUR/USD)
Sign up to get selected access to our tests and tool. Craft a simple but tailored investing strategy for your goals today.
Advanced access
For advanced investors with starting capital up to 2 mio. CHF/EUR/USD
CHF 30-270.-
for 7 day access
Buy 7-day access to all available goal categories and pay based on your initial investment amount (max 2 million CHF/EUR/USD).
CHF 30.- for investments up to 300'000 CHF/EUR/USD
CHF 90.- for investments up to 900'000 CHF/EUR/USD
CHF 270.- for investments up to 2 million CHF /EUR/USD
# of ETFs scaled to investment volume
including 30min free personal advisory assistance
Sign up to get unlimited access to our tests and tool. And craft your tailored investing strategy for larger and more complex portfolios 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.
