Digital identity check
Verify your identity (KYC) securely in the app — no paperwork, no branch.
The app
An institutional process,
in your pocket.
Most great investing is invisible — it happens in the background. The app is how you see it: open an account in minutes, follow a professionally managed portfolio with honest reporting, and reach a real advisor when you want one.
Capital at risk. Investing involves risk: the value of investments can go down as well as up, and you may get back less than you invested. Past performance and any simulated/back-tested performance are not reliable indicators of future results. Tax treatment depends on individual circumstances and current law, both of which can change.
Illustrative interface — not a performance figure
The Tech engine
Clean to use. Serious underneath.
We're an independent, ATVP-licensed investment firm — and we think that should feel modern, not bureaucratic. The app gives you the clarity of a great consumer product with the discipline of professional portfolio management.
- Everything in one place.Your portfolio, holdings, performance, documents, and statements — always current, always clear.
- Nothing hidden.Transparent holdings and honest reporting. Every fee is visible; we cover trading costs.
- Built around your profile.What you see reflects your regulated 1–7 risk profile — not a generic dashboard.
- A person, not just a screen.Message or call your named advisor from inside the app. Technology where it helps, people where they matter.
See everything, clearly
Your whole portfolio, at a glance.
Open the app and the picture is immediate: what you hold, how it's allocated, how it's doing, and what it has cost. No fog, no jargon, no digging through statements.
Performance and reporting are presented plainly and updated as your portfolio is managed — so you always know where you stand without having to ask.
Illustrative interface — not a performance figure
Illustrative interface — not a performance figure
Onboarding
Open an account in minutes, not weeks.
The whole setup happens in the app — digitally, securely, at your pace.
01
Verify your identity
Complete KYC digitally in the app — no branch visit.
02
Find your risk profile
A short regulated suitability questionnaire places you on a 1–7 scale.
03
Choose & sign
Pick the strategy or account that fits and sign your agreement in-app.
04
Fund by transfer
Move money from your bank account; we take it from there.
The Touch engine
A real person, one tap away.
The opposite of a faceless robo-app. You have a named advisor you can message or call from inside the app — for a question about your portfolio, a calm word when markets are noisy, or a proper conversation about your plan.
The app handles the routine so the human conversations can be about what actually matters.
Illustrative interface — not a performance figure
What you can do
Everything the app handles for you.
Regulated risk profile
A short suitability questionnaire places you on the 1–7 risk scale that guides your portfolio.
In-app signing
Read and sign your investment agreement digitally, with all pre-contractual information provided.
Simple funding
Fund your account by bank transfer; top up whenever you like.
Transparent reporting
Holdings, performance, transactions, and every fee — clearly, and kept current.
Your advisor, in-app
Message or call a named advisor without leaving the app.
Built on trust
A friendly app, an institutional spine.
A clean interface doesn't make us less serious — the safeguards sit underneath every screen.
ATVP-licensed
An investment firm licensed and supervised in Slovenia.
Segregated custody
Your assets are held separately from ours, at our custodian.
Investor protection
Statutory investor-compensation cover up to €22,000 per investor.
Data handled with care
Your information is protected and processed under EU data-protection rules.
Get the app
Scan, download, and you're in.
Available free on the App Store and Google Play. Scan a code with your phone camera, or tap a badge.
Capital at risk. Investing involves risk: the value of investments can go down as well as up, and you may get back less than you invested. Past performance and any simulated/back-tested performance are not reliable indicators of future results. Tax treatment depends on individual circumstances and current law, both of which can change. This website is a marketing communication. It is not investment advice, a personal recommendation, or an offer to enter into any contract. Detailed pre-contractual information is provided before any agreement is concluded.
Let's talk
Prefer to start with a conversation?
Download the app whenever you're ready — or book a free, no-obligation consultation and we'll walk you through it together.