Marmot Investment Tools
With our Marmot Financial Goal Calculator we help you to define and achieve your individual investment goals.
Money Makeover 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.
With our sample letter you can examine your bank assets, the performance of your bank and the cost structure.
With our Portfolio Check you get immediate insights of your current financial portfolio compared to the right market benchmark.
Financial Goal Planner
Do you have financial goals?
We know how to achieve them.
Check out our App and define your financial goals
Understand key performance metrics to achieve your financial goals
Get a personalized investment proposal without putting the money you've earned at risk
Where do you stand in your
Find out your money- mindset
Learn what type of investor you are
Achieve the next steps to systematically build your wealth
Do you like to know if your bank does a good job? Challenge your bank with our sample letter.
How well does your bank's investment strategy work in the current market environment? Do you win more or less than average?
Has your bank offered you fair fees and invested in good products?
How safe is your money? Are there any risks that could wipe out your money and investments?
Do you like to receive an automated
adhoc result of your portfolio?
Analyse your personal investment portfolio - in CHF, USD or EUR
Gain immediate clarity on the quality of your investments
Start our guided process to achieve your investment goals & build your wealth