The Zugerberg Finanz App
As a client of Zugerberg Finanz, you have the option to keep track of your portfolios at any time and anywhere via the Zugerberg Finanz app. The app gives you detailed insights into the performance and structure of your portfolio, right down to each individual position. If you have a 3a Revo portfolio with Zugerberg Finanz AG, it will also give you an overview of the deposits you have made in the current tax year.
The app is not a trading platform. Your (pension) assets are actively managed by Zugerberg Finanz. Currently, the 3a Revo, Vested Benefits, Revo, and R mandates of Zugerberg Finanz clients are displayed in the app.
Download from Google Playstore
Why Zugerberg Finanz AG?
Well-founded:
Experience, specialist knowledge, and clear values – we make investments based on the macroeconomic analyses by our experienced investment committee and advisory board.
Handpicke:
Our selected equity portfolios include promising companies in Switzerland, as well as well-known international titles. In addition, fixed-income funds give you access to promising, mostly institutional, bonds.
Active:
For the duration of the contract, we will constantly keep an eye on your (pension) capital – and actively intervene when the markets change.
Trustworthy:
We believe in your investment. That’s why we invest our own money in exactly the same way as our clients’ assets.
Transparent:
You can see the current positions, performance, all transactions, dividends, fees charged, etc. online on a daily basis
You can find more information here.
Do you have any further questions about the Zugerberg Finanz app?
Call us on +41 41 769 50 10
or contact us by e-mail at info@zugerberg-finanz.ch