Two simple steps
We are regulated by Swiss legislation and have to do a few important things.
Since you are not our client, we need to register you, identify yourself online and follow AML procedures.
The second part is the survey itself. We will ask 10-15 questions online about you, your life, goals and finances.
After the survey, our algorithm will calculate your risk profile and select securities to invest in. You will receive an invitation to sign the contract online, + we will send the original by mail.Take a look how it works!
How to start investing
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.
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 a free preview!
Take just a few minutes, answer the questions in our questionnaire and get a personalized estimate for the next 10 years.
Our algorithm empowers you to create a portfolio based on your preferences and goals.Try it now