Personally here for you
Every good investment decision starts with an analysis of your personal life situation and your goals. Our experts will show you how froots invests for you and how we can optimally support you in every life situation.
This is how you can envision a consultation with us:
Here's how your personal conversation might go:
The right investment approach is based on your personal situation. A mutual conversation helps us understand what matters to you and how we can support you.
Step 1: It's about you and your goals
We're here to assist you with all questions related to financial planning or investments. Based on your personal situation, we can help you define your financial goals.
Step 2: Find out if froots is the right fit for you
We present our investment approach to you in detail and answer all questions regarding our strategies. Together, we'll figure out how we can best support you.
Step 3: We provide you with an investment proposal
Based on your goals and the risk-return profile that suits you, we construct your personalized portfolio. Adjustments can also be made later on.
Step 4: We take care of everything for you
We assist you in successfully starting your investment journey and continuously take care of everything. Through your customer portal, you can make changes at any time and track the development of your portfolio.
How does froots make personalized investing possible for everyone?
Where humanity is required, we personally take care of you. This is important to us, and we take the time for it. After we learn about your needs in a personal conversation, we create an individual portfolio for you. This way, you receive the service of a private bank, but without the costs and high entry barriers.
Additionally, we leverage efficient digital processes and approaches that you can personally experience in your froots customer portal. There, you can easily adjust your settings and information, modify savings goals, pause or add new ones.
Our service goes beyond personal care
Actively managed portfolios
We actively create and manage a broadly diversified investment portfolio, adjusting it to your life and the constantly changing economy.
Fast, direct contact
Whether it's by phone, via chat, through email, in online meetings, or at our Vienna office, we support you with all questions related to investing and your long-term wealth building.
Tax-efficient portfolio management
Your portfolio is held in your name at our Austrian partner bank. Through automated tax processing, froots saves you time, allowing you to focus on the things that matter to you.
Maximum flexibility
You can make additional deposits at any time and pause, adjust, or stop your monthly savings plans. Additionally, there is no minimum contract duration, so you can open or close the portfolio anytime without any charges.
Full transparency
In your froots customer portal, you can always keep track of the progress of your goals and adjust the key settings yourself. There, you can also see in detail how and when we have invested in which securities on your behalf.
Regular reporting
We keep you updated on the developments of your portfolios at least every quarter. In addition, you can always access our customer service team or participate in events and webinars organized by us.
These questions might still interest you...
How can a conversation with froots benefit you?
Many of our current customers have been able to determine whether we meet their needs and expectations. After our meeting, you'll know which investment strategies we're selecting for you and how we manage your wealth. You can even start with smaller amounts initially, which can later be adjusted flexibly.
How will I receive advice from froots?
You will be advised individually and personally with us. You can choose whether to come to our office or speak with us conveniently online. We always address your personal situation and your questions. Furthermore, we're happy to share everything about us, explain our investment approach, and together, we'll determine if we align with your needs.
Is any personal service free of charge for me?
At froots, all services are included in the all-inclusive fee of a maximum of 1% per year. This covers all conversations with us, any changes, as well as a potential termination.
How can I learn more?
We live flexibility. Come to our office spontaneously, give us a call, or schedule an informational conversation at short notice. We're here to assist you with all investment-related matters and address any questions you have. We're also happy to keep you updated on exciting financial topics. Simply sign up for our newsletter to receive regular updates. Additionally, you can follow us on our social media channels to stay informed about us.
What if I have more questions?
- ask in Chat
- via E-mail
- via Call
- in a personal conversation at our office or online.
Here are our contact details:
[email protected]
+43 (0)1 34 31 709
Meet us
Rauhensteingasse 12, 1010 Wien
We're excited to hear from you
+43 1 34 31 709
Rauhensteingasse 12, 1010 Wien