How does Easyvest work?

• We listen to your needs
  Where are you in your financial life and what are your investment goals? Grow your capital? Prepare your pension? Generate an income?
• We build your portfolio
  Our algorithms recommend you a personalized investment plan that can be fine-tuned with your private advisor.
• We follow you day after day
  Once you are set up, we alert you of recommended updates and you can monitor your portfolio evolution on our platform.

Why choose Easyvest?

• You invest like a Nobel Prize winner
  Developed at Harvard, our passive investment approach is based on Nobel Prize winning theories and tends to outperform traditional active managers by 2% per year.
• You lower your taxes
  To maximize your return, our algorithms structure your assets in an optimal combination of fiscal accounts adapted to your situation (e.g. investment account, IPA)
• You are assisted by a private advisor
  You enjoy the power of technology and the conviviality of a financial advisor. You manage your account online and your Easyvalet assists you on demand.