easyvest provides free portfolio audits allowing you to take an objective look at your current wealth management.
Our short report takes the form of an intuitive infographic presenting 4 elements: the allocation, the risk, the fees and the performance of your portfolio.
To perform the audit, we use the information mentioned on a recent portfolio statement of your bank that you will have provided. We feed these data to our audit model that will:
We then compare your portfolio to a similar portfolio at easyvest.
Throughout this all process we ensure the confidentiality of the personal information you share with us.
Last updated on 25/03/2022