Ask a
Free audit
Has your manager at your private bank not achieved the desired returns? Then it is high time to request an audit of your investment portfolio.
Easyvest offers you a free detailed comparative analysis of your portfolio. This provides a critical and objective view of your current asset management.
Fill out 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.
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I have an investment account where I add money on a regular basis to buy a house in 5 years.
Alexia Z., 28 yo
Company director, I plan my pension with tax efficient CIPA and an investment account.
David M., 37 yo
We have a joint account aiming at generating an automatic annuity while preserving our capital.
Elisabeth & Pierre B., 66 yo
I have a family investment account used to progressively pass on my estate to my children.
Michel R., 68 yo