Financial services company, Fonds Finances, is introducing their own automated investment advisory service, a robo-advisor.
In a move to cater to the growing demand for modern and sustainable investment options, Fonds Finanz has partnered with robo-advisor Comfortinvest. This collaboration aims to simplify and enhance advisory services for brokers connected to Fonds Finanz, offering a broader spectrum of investment options.
Comfortinvest, now available to approximately 28,000 distribution partners this week, offers nine investment strategies categorized into five risk classes. These range from wealth protection to very high risk, providing a diverse range of portfolio options.
The integration of Comfortinvest expands Fonds Finanz's product range by adding automated digital investment management solutions. This partnership enables Fonds Finanz to offer robo-advisory services that complement their existing financial products.
Comfortinvest's strategic asset allocation is based on risk profiles and investment goals, making use of technology to optimize diversification and cost efficiency. The platform also offers multi-asset class portfolios, typically using Exchange-Traded Funds (ETFs) and other collective investment instruments. Additionally, Comfortinvest provides sustainable investment options, aligning portfolios with environmental, social, and governance (ESG) criteria to meet growing investor demand for responsible investing.
Through this integration, Fonds Finanz brokers can deliver investment strategies that reflect modern trends, including sustainability-focused portfolios. This allows investors to pursue long-term financial goals while adhering to values-based investment principles.
The technological processing and wealth management for Comfortinvest's strategies are handled by Growney, while the management remains with Fonds Finanz. The product range includes ETFs and funds from the asset classes of equities, bonds, and commodity markets (including precious metals).
A confirmation email has been sent to activate a subscription to Comfortinvest. If you do not receive the confirmation email, please check your spam folder. The article does not provide information about the pricing or fees associated with Comfortinvest's services.
The geographical availability of Comfortinvest's services is not specified in the information provided. It's recommended to reach out to Fonds Finanz or Comfortinvest for more details on service availability in your region.
This boosts Fonds Finanz's product scope by combining traditional broker offerings with advanced robo-advisory technology and sustainable investment strategies, allowing more tailored and modern portfolio management options for clients.
The integration of Comfortinvest's robo-advisory services into Fonds Finanz's product range signifies an investment strategy that merges traditional finance with cutting-edge technology, offering a wider selection of investment options. With its diverse portfolio options, from wealth protection to very high risk, Comfortinvest provides a platform for investing in modern, sustainable, and tech-driven financial products.
