Forget Finance Vermögensaufbau

THE FIRST INVESTMENT APP FOR COUPLES
– Build wealth intelligently and goal-oriented
– As a couple & for yourself. Your own and shared savings goals in one app.
– Everyone can get started independently. You can optionally invite a partner to destinations later.



KNOWN FROM

Handelsblatt
FAZ
t3n
T Online
BuzzFeed
FinanceFWD
Founder scene
Stock exchanges newspaper


6 ACCOUNTS IN ONE APP:
– Forget Finance replaces your own current account and securities account, your joint savings and investment accounts, as well as those of your partner.
– Structure assets into any number of goals
– Emergency fund, vacation, retirement provision, home ownership – the right strategy for every goal
– For couples: Individual depots for both partners.


3.9% INTEREST PER YEAR WITH DYNAMIC CASH. (as of June 5, 2024)
– Like a current account, but invested intelligently on the money market
– Daily interest for your goals
– Pay out flexibly at any time
– Benefit from rising interest rates without overnight money hopping.
– No term, no minimum, no maximum
– Security: Special assets are unlimitedly protected from insolvency


INVEST EASILY AND MEANINGFULLY FOR THE FUTURE
– Up to +22.8% return in 2023 after fund costs with our professional portfolios
– Your investments are managed for you by our asset management and automatically optimized on an ongoing basis.
– This way you avoid expensive mistakes and can look into your financial future in a relaxed manner.
– WORLD, IMPACT, FLEX: 20 combinations of portfolio style and risk level.
– Annual rebalancing


LESS STRESS, MORE RETURN
– Monthly savings plans via direct debit. Adapt flexibly at any time.
– Direct deposits possible via bank transfer to individual destinations.
– The family can save by bank transfer
– No hidden fees or exchange spreads
– All investments are flexibly available daily via the app


INDEPENDENCE AND TAX ADVANTAGES FOR MODERN COUPLES
– You save together, but each person can only pay out the assets they have paid in themselves.
– If your plans change, you can easily divide common goals into two individual goals
– You benefit from the full tax advantages. No matter whether you are newly in love or married. With two individual portfolios, €1,000 tax-free profits are always possible per partner
– Intelligent tax algorithm makes optimal use of allowances


You can find our terms of use and data protection declaration here: https://www.forget.finance/datenschutz, as well as the general terms and conditions: https://www.forget.finance/agb.
The general terms and conditions of the App Store apply to this app: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/.


*Forget Finance is a brand of Forget X GmbH, under which Forget X GmbH operates the website and app and EVERGREEN GmbH manages the assets. DAB BNP Paribas manages the clearing accounts and securities accounts.


Investing involves risks. The value of your investment can fall or rise. There may be losses of the capital invested. Past performance, simulations or forecasts are not a reliable indicator of future performance.