Caveo 对比 Selma – investment assistant 的使用情况和统计数据

Caveo App: Your Digital Compass for Financial Security and Well-being Discover the future of financial planning with the Caveo App – your personal companion for insurance and pension queries, directly from Switzerland. Whether you're a novice or an experienced financial planner, the Caveo App offers you intuitive tools, tailored solutions, and the innovative service of a pension robo-advisor, all designed to meet your individual needs. Features and Benefits: • Personal Financial Overview: Keep track of your finances, insurance, and pension plans all in one place. • Tailored Advice by Pension Robo-Advisor: Leverage the advanced technology of our robo-advisor for personalized, data-driven pension recommendations that automatically adjust to your life circumstances and goals. • Digital Pension Planning: Create a comprehensive pension plan with just a few clicks, continuously optimized by our robo-advisor. • Knowledge Center: Enhance your financial education with access to an extensive library of articles, tutorials, and webinars. • Secure and Easy to Use: Enjoy a user-friendly interface with the highest security standards to protect your data. With the Caveo App and our pension robo-advisor, you lay the foundation for your financial well-being. Be inspired by innovative solutions that utilize machine learning and artificial intelligence to take control of your financial future. Download the Caveo App now and experience how simple, efficient, and intelligent financial planning can be.

Apple 应用商店
免费
金融

商店排名

- -

Selma – investment assistant

Long-term investing made easy. Selma, your digital investment assistant, helps you to invest your money the right way. Join +12’000 happy clients and start investing now. Selma Finance AG is an independent Swiss asset manager authorised by FINMA in Switzerland. With Selma you get an individual investment plan that is automatically managed for you. Further, you also have the option to open a pillar 3a account with Selma. With this app you can: • Safely log into your account and access your investments • See your overall balance on the investment and pillar 3a account • Check on your investment portfolio • Switch between Dark and Light mode • Access your Selma account details • View transactions • Download tax statements This app is made for our clients. In order to open an account and use the app you need to sign up at our website (selma.com) before. – That’s how it works – • Go to Selma.com and sign up • Chat with Selma about your personal financial situation and investment goals • Get an individual plan for investments and pillar 3a based on current life and financial situation • Open your account online in 5 minutes • Lean back and let Selma do the work for you – Low starting amounts – • Get a global investment plan that fits your life starting 2’000 CHF • Start investing into your pillar 3a with 500 CHF – Selmas Service – • Individual investment portfolio • Individual Pillar 3a • Personalized financial advice • Automatic management of your investments • Live Support –One simple monthly fee – Pricing depends on your invested sum. • Under 50’000 CHF – 0.68% per year • 50’000 – 150’00 CHF – 0.55% per year • 150’000 – 500’000 CHF – 0.47% per year • Over 500’000 CHF – 0.42% per year • Starting from 5’000’000 CHF – contact us for custom pricing – Management of your investments – • Keeps an eye on the markets 24/7 • Measures over and undervaluations over the long-term to manage how much risk you take • Adjusts your investments based on automated calculations when markets shift • Tweaks your investments based on the sum you invest and when your life situations changes