EC INVEST | Services

What we do

From our deep understanding of financial products, we provide our partners with proper tools to face the challenges of the markets through independent product analysis, consultancy and training by experts from different countries.

Consultancy

Assessment of the equity situation.

Guidance on the best strategy for each situation and profile.

Advices on best financial products (buy/sell).

Financial Education

We are focused on enabling your employees to make better use of the money they earn.

We train the professionals of your company to provide the best advice to consumers.

We are ready to value your relationship with your customers.

Our Products

EC Invest has a dedicated team of financial experts with a long track record in the financial markets. In line with all areas of the Euroconsumers Group, we provide to our partners the following products: 

Financial updated content and services

Receive and share our financial publications with your Management Team, your global employees or clients. With more than 40 years of experience in the financial markets, our online and offline content and services provide useful and independent advising information to more than 80.000 families in Europe helping them to enhance their savings and investments.

Training

Our mission is to improve Financial Literacy among all people, regardless of their knowledge of the finance world, with short or long-term finance courses. If you are a company or corporate body, we can build a course tailored to your needs.

Labels

Did our teams well rate one of your products or services? Request us the authorization to use our results in promotional and commercial terms through our Labels. Euroconsumers Labels are a quality, trusted badge recognized by consumers in Europe and Latin America.

Custom financial analysis to professionals

Expert recommendations and services provided to your company’s Financial Consultants (Pro-Kit Plan). We provide content, analysis and advice on investment strategies for Financial Consultants and other Financial Intermediaries, regardless of their business size.

Small and medium companies offer

We are in a world in constant change. If you are a small or medium company, we can help you to define new paths. We are ready to listen to the needs associated with financial investments or pension funds for your company.

Global Partnerships

Benefit from market investment solutions inspired by Euroconsumers Group advice already in place and ready to be used. Benefits from balanced market-ready in Belgium, Brasil, Italy, Portugal, Spain and more. If you have a need or a proposal, don’t hesitate to contact us.

Financial services worldwide

Consulting services for Financial and Non-Financial entities. We have the knowledge to support all actors: the promoter, the manager, the distributor. Our specialized company Proteste Investe (Tree Family Office) is a dedicated team of financial experts with a long track record in the financial markets, based in Portugal, authorized by the local Regulator CMVM (373).

Challenge us!

Share your needs with us. Send a proposal or a challenge. Together we can tailor it and co-create strategies to find an adequate path for your business or investment purpose.

Euroconsumers Invest is a new Business to Business approach with a Business to Consumer DNA.

For more information, please contact us!

Contact us

Partner for Consumers, Associations and Companies to improve Financial Solutions and Markets.

For Investment Advice (contracts or agreements)

Email:

euroconsumers.invest@treefamilyoffice.pt

Telephone:

+351 210 321 939

Address:

Avenida Eng. Arantes e Oliveira, n. 11, 2ºB 1900-221 Lisboa Portugal

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