True Wealth vs EasyAssetSplit

Our ETF-based wealth management makes investing and saving for retirement easier than ever. Today, we manage assets worth over CHF 3 billion for more than 50'000 clients. Online wealth management: You set the targets and retain control over your investment strategy. We take care of the implementation. Our management fee of 0.25 to 0.5 percent covers numerous services: portfolio construction, rebalancing, custody fees, trading fees, deposits and withdrawals, the Swiss e-tax statement, and risk profiling. At 0.12 percent for a typical, globally diversified, equity-oriented portfolio, the external product costs (TER) are extremely cost-efficient. FX hedging and sustainable investments are available as options. The minimum deposit is CHF 8'500. ETF child portfolio: It works like our wealth management solution. The account is in the child's name and is fair to the child. There is also a voucher for friends and relatives who would like to give a child portfolio as a gift. From CHF 1'000. Pillar 3a: The third pillar is seamlessly integrated into our wealth management solution, but can also be used as a standalone product. We manage your assets in pillar 3a free of charge, with a management fee of 0.0 percent. In addition, you receive 0.35 percent interest on cash. From CHF 1'000. About True Wealth: True Wealth was founded in 2013 by Oliver Herren, the co-founder of Digitec Galaxus AG, and Felix Niederer, physicist and portfolio manager. It is a Swiss public limited company based in Zurich. True Wealth is licensed as a wealth manager of collective assets and is supervised by the Swiss Financial Market Supervisory Authority (FINMA).

Plan asset divisions clearly and privately. Drag and drop Create a plan, add beneficiaries and their shares, then drag whole assets between beneficiaries. Expected value, assigned value, and the difference stay visible. Compare valuations Add multiple value sets to compare estimates while keeping the same assets and assignments. Duplicate a plan to explore another option without changing the original. CSV and Pro Export the full plan or an individual beneficiary as a CSV file. CSV export is free. CSV import requires the one-time Pro purchase. Pro also removes the five-asset limit so you can plan with unlimited assets. Make it yours Label plans with a symbol and color, choose a custom workspace color, and show values with or without decimals. Private iCloud Planning data is stored on your devices and, when available, synced through your private iCloud database. EasyAssetSplit collects no data and includes no analytics, tracking, or ads. The free version supports up to five assets.