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Consultants

Compare Invest is a tool for financial planners, brokers and tax consultants who offer professional pension consulting and who intermediate traditional and more complex investment solutions for the 2nd and 3rd pillars.

 

To take full advantage of the platform's functionalities, we recommend that you first register. Your advantages:

 

  • You can compare 2nd and 3rd pillar investment products and create custom-ised virtual portfolios for your clients.
  • You can realise the virtual portfolios through Liberty - under BVG Fund Invest, Multi Fund Invest or Mandate Invest with an asset management mandate.


Interested? Register now as a cooperation partner or contact us directly.

Do you have any questions?

We would be pleased to help you.

 

+41 58 733 03 22

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