Our deposit check

During a securities account check, we check your securities account as follows:

1. Data collection

Presentation of your securities account statements with the individual securities
Create a general overview

2. Analysis

Calculation of the historical returns & the risk of the investment funds
Comparison with the benchmark
Examination of the correlative interactions of the individual investments

3. Optimization

Optimization proposal through access to over 20,000 mutual funds + ETFs.
Reduce risk while increasing returns

4. Realization & Support

Assumption of risk monitoring
Regular portfolio review
Monthly asset overview
Detailed quarterly report
Entry via direct login at the custodian bank

Have your securities account checked free of charge now!

Simply contact us without obligation.