Your personal investment guide

With Prosperio you define your financial goals and personal values. We test millions of investment alternatives exclusively for you. Prosperio recommends the optimal portfolio for you to reach your goals.

First Steps

How it works

Your financial situation

Capture all your assets and how they are currently structured.
Your financial goals

Define your financial goals.
- Capital preservation
- Additional pension payout
- Leave a legacy
- Make your dream come true
and many more!
Your values

Incorporate your personal values
- Ecological
- Social
- Governance & Transparency
- Exclude controversial weapons
Your investment criteria

Provide us with your desired investment criteria and style:
- defensive or dynamic
- active or passive
- human or computer model
- focus on small and mid caps
and more options to choose from
Your individual portfolio
- Analyse your situation in up to 1,000 different capital market scenarios.
- Determine the optimal asset allocation that best meets your needs from up to 25,000 different asset allocations.
- Gather the optimal portfolio based on your value and investment criteria from 500 selected funds.
Monitoring

We continuously monitor your portfolio and advice you on the required adjustments to remain on track!