FINANCIAL LIFE GOALS Information

FINANCIAL LIFE GOALS helps your clients achieve their financial objectives. We are a group of investment experts and software programmers that are excited to help financial services providers offer their clients better and more relevant investment advice. Here is how we can help: - Development of investment applications - Access to our investment engine API - User interaction and experience designs - Consultancy services Our investment philosophy centres around: - Goal based investing - Total wealth advice - Personal risk management - Offered through robust and optimised portfolios with automatic de-risking. FINANCIAL LIFE GOALS is a product of SWISS FIN LAB