Simplewealth AG

Simplewealth offers both private clients and independent asset managers simple investment services via a single platform.
Simplewealth focuses on taking over and automating all time-consuming tasks for investors and advisors.
Simplewealth is building an ETF portfolio for private investors.
With Simplewealth, independent asset managers can onboard clients, aggregate and clearly display financial data from various custody banks.

Mr. Jeremy Cohen | Founder

Uetlibergstrasse 38
8045 Zurich
Switzerland

jeremy@simplewealth.ch
http://www.simplewealth.ch

Internships and dissertations show detailhide detail

We offer internships
We offer apprenticeships

Contact:
contact@simplewealth.ch

Products

Simplewealth for investors Software enabled Business show product detailhide product detail

Description:
Simplewealth offers simple investment services.
Simplewealth’s focus is to take away and automate all time-consuming tasks for investors.
For private investors Simplewealth builds up an ETF portfolio and invests on behalf of the clients - taking care of rebalancing, trading, etc.
Hosting:
in Switzerland
Categories:
General Financial, General Office Automation, General Consulting, General Automation Technology, Banking Systems
Link:
http://www.simplewealth.ch

Simplewealth for asset managers Product & Cloud Service show product detailhide product detail

Description:
Simplewealth offers independent asset managers simple investment services through a single platform.
Simplewealth's focus is on taking away and automating all time-consuming tasks from advisors.
Asset managers can perform onboarding via Simplewealth and aggregate and clearly display financial data from various custodian banks.
Hosting:
available in Switzerland
Categories:
General Financial, Banking Systems, General Office Automation, General Automation Technology
Link:
http://www.simplewealth.ch/platform

Taxdone Product & Cloud Service show product detailhide product detail

Description:
Taxdone is an online service to submit your taxes in Zurich and find out all the possible deductions - in 20mn.
Work in progress ;-)
Hosting:
abroad
Categories:
Accounting