Is Easyvest the best Investment Management tool?

Easyvest is a top choice in the Investment Management category. The best tool depends on your specific needs, team size, and budget. Compare Easyvest with alternatives to find the best fit for your workflow.

How do I get started with Easyvest?

To get started with Easyvest: 1) Visit their website and sign up for a trial. 2) Complete the onboarding flow to set up your workspace. 3) Connect your existing tools and import data. 4) Explore the core features for investment management. Most users are up and running within 30 minutes.

What are the best Easyvest alternatives?

The best Easyvest alternatives depend on your needs. Popular alternatives in the Investment Management space offer different strengths in pricing, features, and integrations. View our Easyvest alternatives page for a detailed comparison with ratings and pricing.

Easyvest

Simple and performant investing with ETFs

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Shyft Score

Directory quality rating

Discovered

57/100

Quiet

Our take

The verdict on Easyvest

AI-generated

Easyvest is a focused ETF investment platform designed for individuals, companies, and self-employed users seeking streamlined retirement and portfolio planning. Its strength lies in simplified ETF-based investing with scenario modeling, though it appears positioned as a robo-advisor rather than a full-service brokerage.

Strengths

ETF-focused approach reduces complexity and typically lowers fees versus actively managed alternatives
Covers multiple investor profiles: individuals, companies, and self-employed with pension savings options
Includes portfolio simulation tools for scenario planning before committing capital
Mobile app-based management enables convenient monitoring and adjustments

Limitations

No mention of human advisory support, limiting appeal for investors wanting personal guidance
ETF-only constraint may exclude users seeking individual stock selection or alternative assets
Lacks transparency on fee structure, minimum investment requirements, or supported markets/regions

Best for: Cost-conscious individual investors comfortable with ETF portfolios seeking automated retirement planning

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Benefits

Why teams choose Easyvest

ETF-focused approach reduces complexity and typically lowers fees versus actively managed alternatives

Covers multiple investor profiles: individuals, companies, and self-employed with pension savings options

Includes portfolio simulation tools for scenario planning before committing capital

Mobile app-based management enables convenient monitoring and adjustments

About

What is Easyvest?

Easyvest is a digital investment platform that manages investments through ETFs, focused on optimizing returns for personal and pension savings. It caters to individual investors, companies, and self-employed individuals looking to plan for retirement and manage investments efficiently.

Key capabilities

ETF-based investment

Personalized investment planning

Portfolio management through an app

Retirement planning options

Simulated investment scenarios

At a glance

Easyvest pricing

Contact Easyvest for pricing details

Contact sales for pricing details

Pricing and product details are aggregated from publicly available sources, may be outdated or inaccurate, and are not sourced from or endorsed by the vendor. Verify directly with the vendor before relying on this information. Terms

FAQs

Frequently asked questions

Common questions about Easyvest and its capabilities

Easyvest offers custom pricing based on your team size and requirements. Contact their sales team for a personalized quote. Many Investment Management tools in this range offer free trials.