As a customer of Zugerberg Finanz, you can use the Zugerberg Finanz app to keep an overview of your portfolio anytime and anywhere. The app gives you a detailed insight into the performance and structure of your portfolio down to each individual position. If you have a 3a Revo portfolio with Zugerberg Finanz AG, you also always have an overview of your payments made in the current tax year.
The app is not a trading platform. Your (pension) assets are actively managed by Zugerberg Finanz. The 3a Revo, vested benefits and Revo mandates of Zugerberg Finanz customers are currently displayed within the app. In a next step, the R mandates will be activated in the Zugerberg Finanz App.
Why Zugerberg Finanz AG?
Well-founded:
Experience, science and clear values - the macroeconomic assessment of our experienced investment committee and advisory board forms the basis of our investment activity.
Handpicked:
Promising companies in Switzerland as well as well-known international titles can be found in our selected share portfolios. In addition, bond funds give you access to promising, mostly institutional bonds.
Active:
During the term of the contract, we always keep an eye on your (pension) capital - and actively intervene when the markets change.
Credible:
We believe in your investment. That's why we invest our own money in exactly the same way as our clients' assets.
Transparent:
Online, you can see the current positions, performance, all transactions, dividends, fees charged, etc. on a daily basis.
Do you have any further questions about the Zugerberg Finanz App?
Call us on +41 41 769 50 10
or contact us by email at info@zugerberg-finanz.ch
The app is not a trading platform. Your (pension) assets are actively managed by Zugerberg Finanz. The 3a Revo, vested benefits and Revo mandates of Zugerberg Finanz customers are currently displayed within the app. In a next step, the R mandates will be activated in the Zugerberg Finanz App.
Why Zugerberg Finanz AG?
Well-founded:
Experience, science and clear values - the macroeconomic assessment of our experienced investment committee and advisory board forms the basis of our investment activity.
Handpicked:
Promising companies in Switzerland as well as well-known international titles can be found in our selected share portfolios. In addition, bond funds give you access to promising, mostly institutional bonds.
Active:
During the term of the contract, we always keep an eye on your (pension) capital - and actively intervene when the markets change.
Credible:
We believe in your investment. That's why we invest our own money in exactly the same way as our clients' assets.
Transparent:
Online, you can see the current positions, performance, all transactions, dividends, fees charged, etc. on a daily basis.
Do you have any further questions about the Zugerberg Finanz App?
Call us on +41 41 769 50 10
or contact us by email at info@zugerberg-finanz.ch
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