Real-time portfolio
Allocation, return and risk always up to date and clear.
Client area
Your wealth, always in clear view
A private portal with your up-to-date portfolio, documents and goals, in one clear view. Protected access, Swiss-hosted data.
Welcome back, Rossi Rossi family · 15-year horizon
Total wealth CHF 1’850’000
Return (12 months) +6.4% net
Contributions (YTD) CHF 42’000 3a + free
Risk profile Balanced 4 / 7
Fee (year) CHF 8’325 0.45%
Portfolio allocation
Demo data- Global equities 45% CHF 832’500
- Bonds 25% CHF 462’500
- Pension (2nd/3a) 18% CHF 333’000
- Cash 12% CHF 222’000
Wealth over time
CHF · thousands 20182019202020212022202320242025
Your goals
- Retire at 62 68%Target CHF 2’400’000
- Holiday home 40%Target CHF 600’000
- Children’s studies 85%Target CHF 180’000
Recent documents
- Quarterly report Q1.pdf
- Wealth plan 2026.pdf
- Pension 3rd-pillar review.pdf
- Tax statement 2025.pdf
Demonstration content for illustration only. It is not investment advice nor a personalised recommendation.
Measurable goals
See how far each milestone is: retirement, a home, studies.
Documents in one place
Reports, plans and statements stored and downloadable in one click.
Secure & private
Protected access, Swiss-hosted data, nFADP compliance.
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