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Our freebies for your investment success

Marmot Investment Tools

Financial-Goal Planner

With our Marmot Financial Goal Calculator we help you to define and achieve your individual investment goals.
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Money-Make Over-Quiz

With our Money-Make-over-Quiz you can find out your money- mindset and learn what type of investor you are and the next steps for financial health.
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Sample-Letter

With our sample letter you can examine your bank assets, the performance of your bank and the cost structure.
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Portfolio-Check

With our Portfolio Check you get immediate insights of your current financial portfolio compared to the right market benchmark.
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You have Financial Goals. We Know How to Achieve them

Financial Goal Planner

Do you have financial goals?
We know how to achieve them.

1

Check out our App and define your financial goals.

2

Understand key performance metrics to achieve your financial goals.

3

Get a personalized investment proposal without putting the money you've earned at risk.

Start Financial Goal Planner >Start Financial Goal Planner >Start Financial Goal Planner >Start Financial Goal Planner >Start Financial Goal Planner >

Money-Make-Over Quiz

Where do you stand in your financial journey? 

1

Find out your money- mindset

2

Learn what type of investor you are

3

Achieve the next steps to systematically build your wealth

Start Money-Make-Over Quiz >Start Money-Make-Over Quiz >Start Money-Make-Over Quiz >Start Money-Make-Over Quiz >Start Money-Make-Over Quiz >

We guarantee that we will treat your data
with absolute confidentiality.

Do you like to know if your bank does a good job? 
Challenge your bank with our sample letter.

1

How well does your bank's investment strategy work in the current market environment? Do you win more or less than average?

2

Has your bank offered you fair fees and invested in good products?

3

How safe is your money? Are there any risks that could wipe out your money and investments?

We guarantee that we will treat your data
with absolute confidentiality.

Download Sample LetterDownload Sample LetterDownload Sample LetterDownload Sample LetterDownload Sample Letter
Ladies investors

Our sample letter helps you examine your bank assets.

Thanks to our extensive experience in working with banks and asset managers, we know the right tricks and can help you stand up for your rights and interests.

To do so, we have personally prepared this letter for you with all the important questions to ask your bank. All you need to do is fill in your details, send it to your bank and wait to recieve all the answers you need to make the most out of your wealth and sleep sound at night.
Download sample letter

Marmot Portfolio Check

Do you like to receive an automated ad-hoc result of your portfolio?

1

Analyse your personal investment portfolio - in CHF, USD or EUR.

2

Gain immediate clarity on the quality of your investments.

3

Start our guided process to achieve your investment goals & build your wealth

Start our FREE Portfolio Check and get immediate insights of your current financial status compared to the accurate benchmark over a selected time.

START FREE Portfolio CHECK >START FREE Portfolio CHECK >START FREE Portfolio CHECK >START FREE Portfolio CHECK >START FREE Portfolio CHECK >

Your first step to achieving your personal investment goals
together with our team of expert power women

START WITH OUR FREE Portfolio CHECK >

Start our FREE Portfolio Check and get immediate insights of your current financial status compared to the benchmark and most importantly: See how your Portfolio would perform with our algorithm!

Switzerland's #1 female investment platform.

We are regulated as independent
wealth manager in Switzerland.

+41 43 508 42 70
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