How does it work?

  1. Consultation

    In a personalized consultation, we carry out a detailed analysis of your needs. This involves your investment objectives and horizon while considering your risk tolerance.

  2. Onboarding

    Download the Everon app and complete the digital onboarding to define your risk profile. The entire process requires just 15 minutes.

  3. Strategy selection

    Once your risk profile is evaluated, our team will recommend an investment strategy fully tailored to your requirements. Portfolios are built by investing directly in single securities.

  4. Monthly rebalancing

    The individual positions are actively monitored, reviewed and adjusted if necessary. The daily performance is displayed in the Everon app.

    Talk to us
  1. Phone with two people talking
  2. Phone with app opened
  3. Phone with app opened
  4. Phone with app opened with a graph

How does it work?

The individual positions are actively monitored, reviewed and adjusted if necessary. The daily performance is displayed in the Everon app.

  • Consultation
    Phone with two people talking

    In a personalized consultation, we carry out a detailed analysis of your needs. This involves your investment objectives and horizon while considering your risk tolerance.

  • Onboarding
    Phone with app opened

    Download the Everon app and complete the digital onboarding to define your risk profile. The entire process requires just 15 minutes.

  • Strategy selection
    Phone with app opened

    Once your risk profile is evaluated, our team will recommend an investment strategy fully tailored to your requirements. Portfolios are built by investing directly in single securities.

  • Monthly rebalancing
    Phone with app opened with a graph

    The individual positions are actively monitored, reviewed and adjusted if necessary. The daily performance is displayed in the Everon app.

    Talk to us
    • Businessman and woman in a car

    Interested to find out more?

    TALK TO US