Everon
iPhone / Finance
Experience the new standard of personal wealth management in a digital world.
At Everon, we help you make the right decision for your wealth.
All services combined in a single app:
- Wealth management: In just a few clicks, we determine your individual investment strategy based on your needs.
- Pillar 3a: Your private pension plan offers attractive options for optimal asset accumulation for retirement. You decide individually and flexibly how your pension assets are invested.
- Vested benefits: Vested benefits are an important but often forgotten part of a retirement plan and often lie in your account without interest. This reduces your retirement provision. With Everon, you can change that and get more out of it.
- Bank account with metal card: Exclusively for Everon customers we offer an account and card without fees. No hidden ones like foreign currency surcharges either.
- One app, one login, comprehensive services.
- You invest your assets with a customized strategy, manage them individually and ask questions to our experts at any time.
- Modern technology and design. You always have a transparent view of your finances
- Award-winning investment strategies from the business magazine "Bilanz" for several years.
- Digital through and through. But with personal advice. And really personal.
- An independent Swiss asset manager: fair and without overpriced investment products.
Security:
- The account and custody account are managed by a Swiss bank.
- Your cash deposits are insured by the Swiss deposit guarantee up to 100'000 CHF.
- All your data is secured on Swiss servers according to the highest security standards.
Quoi de neuf dans la dernière version ?
• Redesigned Documents section - documents are now organised by category, with portfolio filtering and search
• Track and cancel pending payouts - see your requested deposits and withdrawals in one place, with the option to cancel
• Rebalancing alerts - get notified when a deposit, withdrawal, or strategy change may be triggered
