Here personally for you
Every good investment decision starts with the analysis of your personal life situation and goals. Our experts will show you how froots can invest for you and support you optimally in every stage of life.
This is how you can envision a consultation with us:
What our clients have to say about us...
Anna C., 37
Manager
I have always known that saving was a waste of money, thanks to the financial consulting at froots I finally put my savings to work.
Odilia N., 32
Manager
It's great that you offer informational discussions. When someone is unsure about what they want, that is invaluable.
Rudi L., 34
Marketing manager
With you, it's easy to see that you really do it for the people. You're more authentic, more committed and more honest than anyone else.
Jorg, 47
Artist
I'm planning to buy a house soon, but I want to wait until the real estate market cools down. 'Liquidity+' is the perfect product to earn returns on my savings while I wait.
Regina S., 32
Product manager
I have compared a lot. With froots, the price-performance ratio is simply right.
This is how your personal conversation with us could go:
The right investment approach is based on your personal situation. A joint conversation helps us understand what's important to you and how we can support you.
Step 1: It's about you and your goals
We are available to answer all your questions about financial planning or investment. Based on your personal situation, we can assist you in defining 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 about our strategies. Together, we determine how we can best support you.
Step 3: We make an investment proposal for you
Based on your goals and the risk-return ratio that suits you, we build your personalized portfolio. Adjustments are also possible later on.
Step 4: We take care of everything for you
We help you start investing successfully and take care of everything continuously. Through your customer portal, you can make changes anytime and track your portfolio's development.
How does froots make personalized investing possible for everyone?
Where humanity is needed, we provide personal care. This is important to us, and we take the time for it. After learning about your needs in a personal conversation, we create an individual portfolio for you. This way, you get the service of a Wealth Manager without the costs and high entry barriers.
In addition, we utilize efficient digital processes and approaches, which you can see for yourself in your froots customer portal. There, you can flexibly adjust your settings and information, change savings goals, pause or add new ones.
Our service goes beyond personal care
Actively managed portfolios
We create and actively manage a broadly diversified investment portfolio, adapting it to your life and the constantly changing economy.
Quick, direct contact
Whether by phone, via chat, through email, in online meetings, or at our office in Vienna, we assist you with all your investment questions and long-term wealth building.
Tax-efficient portfolio management
Your portfolio is held in your name with our Austrian partner bank. With automatic tax processing, froots saves you time so you can 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 account at any time for free.
Full transparency
In your froots customer portal, you can always keep an overview of the progress of your goals and make key adjustments yourself. There, you can also see in detail how and when we have invested in which securities for you.
Regular reporting
We keep you updated on the developments of your portfolios at least every quarter. In addition, you can access our customer service team at any time or participate in our events and webinars.
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 look forward to hearing from you.
+43 1 34 31 709
Rauhensteingasse 12, 1010 Wien