You already have a portfolio with another institution? Easyvest provides you with a detailed comparative analysis of this portfolio free of charge, allowing you to take a critical and objective look at your current asset management.
Fill in the form and receive your audit within 24 hours.
How it works?
Send us your portfolio report
Send us a portfolio statement from your advisor detailing your current portfolio. Your privacy is of utmost importance to us, which is why we treat all your information with the utmost confidentiality.
You receive your audit
Your audit is sent to you in the form of an infographic that shows your allocation, your risk exposure, your total actual expenses and your past performance, all compared to an easyvest portfolio of equivalent risk.
Review of your audit
With this audit, we initiate a dialogue to help you better manage your investments. Although many people requesting an audit decide to invest with easyvest, this action is no binding at all.
Don't take our word for it
Trust our customers.
I have an investment account where I add money on a regular basis to buy a house in 5 years.
Alexia Z., 28yo
Company director, I plan my pension with tax efficient CIPA and an investment account.
David M., 37yo
We have a joint account aiming at generating an automatic annuity while preserving our capital.
Elisabeth & Pierre B., 66yo
I have a family investment account used to progressively pass on my estate to my children.
Michel R., 69yo