Present your services easily and free of charge and win new customers.
You offer convincing wealth management services for wealthy private and institutional clients. We make sure, you are now also discovered by the right clients.
You can start your onboarding process online (free of charge) or book an "Avanced"-package to position your offer best on the platform.
Register now and profit from many exclusive advantages
You will gain access to our digital portal with an overview of all tenders and essential information
You can freely offer your services via the ZWEI Wealth marketplace
You will be given access to our tenders and can choose at any time whether you wish to bid individually or whether you wish to submit a standing offer, which the ZWEI experts can access at any time without any further action on your part
After each request for proposal, you will be able to view the assessment of your proposal in comparison with all other anonymised proposals
You can keep the newly acquired clients informed in an efficient and targeted manner. The ZWEI Wealth platform allows you to easily report to all clients
