Zugerberg Finanz

Features Zugerberg Finanz

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.
Thats 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 10or contact us by email at [email protected]