Simplewealth vs SimpleTax Utilisation & Stats

Simplewealth provides automated wealth management — account opening application, online identification and onboarding takes 10 minutes. Minimal investment amount — CHF5'000 Annual management fee — 0.5% only Available for Swiss and European residents, even with US and dual citizenship. Simplewealth can help grow your money by making saving and investing easy. Invest in a tailored portfolio, set buckets for your goals, and earn rewards. How to use: start the app, fill out the forms and start the online identification process. In the end, all your data will be transferred to the custody for investment account opening.