Offering

You can chose between our Beratung and BeratungCLUB offerings.

Our Beratung offering is specifically tailored to those clients who do not wish to open another account at an on-line bank including our partner banks. With our BeratungCLUB offering, you implement the investment recommendations using your security account at one of our partner bank while benefiting from the special conditions offered to Prosperio clients.

Beratung

  • Assets & Goals

    Jointly, we prepare your personal financial planning based on your financial goals and your current asset situation (including real estate, loans, saving rates etc.). This information allows us to evaluate to what extent your financial goals can be financed (reached) with your existing investments.

  • Individual portfolio

    We analyse your personal situation in 1,000 different capital market scenarios and find out the optimal structure that best suits you from around 25,000 alternatives. We then structure your portfolio out of 500 funds based on your values and investment criteria.

  • Monitoring & Adjustment

    If there are changes in capital markets, or in your asset allocation, or perhaps your financial goals have changed, we make sure that you remain on track to reach your financial goals with the investment portfolio that best suits your needs. Of course, you can access your individual portfolio anytime and check how it develops over time.

  • Execution

    Get the investment recommendations from Prosperio and simply execute them with your existing security account. The fees associated to the investment funds and ETFs Prosperio recommends are largely determined by your bank – Prosperio has no influence on this.

  • Security

    You use your existing securities account at your existing bank.

BeratungCLUB

  • Assets & Goals

    Jointly, we prepare your personal financial planning based on your financial goals and your current asset situation (including real estate, loans, saving rates etc.). This information allows us to evaluate to what extent your financial goals can be financed (reached) with your existing investments.

  • Individual portfolio

    We analyse your personal situation in 1,000 different capital market scenarios and find out the optimal structure that best suits you from around 25,000 alternatives. We then structure your portfolio out of 500 funds based on your values and investment criteria.

  • Monitoring & Adjustment

    If there are changes in capital markets, or in your asset allocation, or perhaps your financial goals have changed, we make sure that you remain on track to reach your financial goals with the investment portfolio that best suits your needs. Of course, you can access your individual portfolio anytime and check how it develops over time.

  • Execution

    You implement the recommendations using your security account  at our partner bank.
    Learn more about our partner Banks and the special rates they offer to Prosperio Clients .

  • Security

    You use your securities account at our partner bank.

Get your personal investment advice free of charge First Steps

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