Netfolio

With Netfolio you get access to all your assets, now also directly via your smartphone.

What Netfolio offers:

CONSOLIDATION

Netfolio enables a complete overview of several bank accounts and holdings. The data is automatically read in via interfaces and consolidated on a daily basis. This means that you have up-to-date control of all your assets.


PERFORMANCE

Netfolio calculates the performance of all your portfolios on a daily basis. You are always up to date and can watch your wealth grow. In addition to the performance, we calculate various key financial figures for interested investors at the individual stock, portfolio or consolidated level.

DOCUMENT MANAGEMENT

Receive the latest reports or documents from your asset manager directly on your smartphone or send documents or photos to your financial partner. All of this takes place via a securely encrypted connection.

SAFETY

All of our servers are located in Switzerland. Alphasys protects your data from unjustified use. The app also meets the highest security requirements. Apart from the login information, no sensitive data is stored.


Feel free to contact us if you have any questions.