Simplewealth

What we’re doing as Robo-advisor

Low-cost investing portfolios built and managed based on your priorities.

Instead of waiting, hour-long meetings, and liters of tea or coffee, you can build up a personal securities portfolio and evaluate its perspectives absolutely confidentially.

We have been developing and improving our mathematical models since 2015. This allows us to preserve and grow client assets.

Create personal investment portfolio

Americans & Europeans are welcome!

We also work with citizens of the European Union and citizens of the USA if they are registered and have tax residency in Switzerland or Europe.

Have you invested before?

Then Robo-Advisor not only saves you time. Portfolio creation, the ability to select a more risky profile, rebalancing and much more for just:

For accounts of CHF 48’000 or more, our fee is 0.5% per year! This 0.5% annual fee is based on the value of your account and is charged monthly.

For accounts under CHF 48’000, our fee is CHF 20 per month and your first calendar month is free. The minimum account level is CHF 5’000.

We do not charge you additional trading fees, commissions, performance fees, administration fees, entry or exit fees! All your investments are insured against failure of a broker-dealer. Up to USD 500’000

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Our fees include

Low-cost investing portfolios built and managed based on your priorities

Automatic features like portfolio rebalancing, dividend reinvestment, and auto-adjust

Option to invest in ESG (Environment, Social and Governance) compliant business

All onboarding and AML procedures

How to start investing
with us

Step 01

Registration

The second part is the survey itself. We will ask 10 to 15 online questions about you, your life, your goals, and your financial situation. Swiss Robo-Advisor

Go to Registration

Step 02

Verification

Complete the online verification. You will see a pop-up window — take a picture of the QR code and take a selfie + upload your utility bill or any document with your current address. It is also a requirement by law and our Swiss financial regulator (FINMA).

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Step 03

Get a preview

To understand your goals, investment expectations and investment horizon, we will ask you to answer about 15 questions. Answers are used by our unique algorithm that calculates the risks and gives you an approximate investment outcome.

The questionnaire may feel long and too personal to you, but at the end, our team can only view the result – the calculated risk level (1-2-3-4-5). It is done without any human involvement.

You can also change this level by yourself and get more risk and potentially more return after consultations with our experts.

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Step 04

Consent to the terms and conditions

Finally, you need to agree to the terms of service and the contract’s digital version.

What happens then? The data we have collected will be sent to our custody bank to open an account.

The account will be opened under your name, and you will also receive access by separate email directly from the bankers.

Get started