Start with a plan you can trust.

FIG. 2.1

Conversation

I have €50k to invest over time.

Captured

Goal

Long-term growth

Horizon

10–15 years

Cadence

Monthly

Risk comfort

Balanced to growth

2.1

Understanding your goals

Every strategy starts with a conversation.

The agent captures what matters: timeline, risk comfort, contribution rhythm, and goals. No rigid forms — just a structured dialogue that builds clarity.

Open conversation captures goals, horizon, and risk tolerance naturally.
Key facts are recorded so the strategy stays stable across sessions.
Nothing moves forward until you confirm the direction.

FIG. 2.2

Strategy
Balanced growth

Horizon

10–15 years

Monthly

€500 / mo

Target allocation

Growth 72%Safety 28%

Compound returns with managed risk.

2.2

Building the strategy

Goals become a structured strategy you can inspect.

Your answers form a strategy artifact: allocation targets, risk level, contribution schedule, and guiding principles. It's yours to review before anything concrete happens.

Allocation targets balance growth and safety based on your comfort level.
Expected behavior and key principles are stated upfront — no surprises.
The strategy is separate from product selection so you don't get rushed.

FIG. 2.3

Plan options3 options

Global all-world

4,000+ companies

TER

0.22%

I choose this

Developed markets

1,500+ companies

TER

0.12%

I choose this

ESG screened

1,800+ companies

TER

0.25%

I choose this
2.3

Choosing your plan

Multiple options, equal prominence. You pick.

The strategy translates into concrete plan options. Each shows allocation, costs, and trade-offs side by side. No option is highlighted or pre-selected.

2-3 plan options are presented with identical visual weight.
Each option shows TER, allocation split, and key differences.
You actively select — the button says 'I choose this', not 'Confirm'.

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