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1 de 8
The simple and performant solution to
manage your wealth.
Matthieu Remy
Founder & CEO
Myth 1
Robo-advisor is
for Generation Y
Easyvest’s customer base
50% of our clients, representing 70% of our assets, are above 40
48%
31%
30%
28%
22%
41%
0%
25%
50%
75%
100%
Customers Assets Under Advisory
<40 y.o.
40-60 y.o.
>60 y.o.
Myth 2
Robots will kill
human advisors
Interactions with Easyvest
Larger portfolios typically require much more human intervention
33%
49%
67%
51%
0%
25%
50%
75%
100%
Portfolios smaller than €25k Portfolios larger than €100k
Some level of human involvement
call, meeting, email, live chat
100% automated
self-service on app, transactions
Myth 3
The value is in
the robot
A robo-advisor value isn’t the robot but its whole infrastructure
Client
Advisor
Distributor
Compliance
Interactions management
Security & Data
• Cloud infrastructure
• User management
• Access rights
Document management
• Contract generation
• MiFID compliant
• eSignature
Compliance & Analytics
• Approvals
• Reports
• Dashboard
Robo-advisor
• Risk assessment
• Recommendation
• Machine learning
Market data
• Bloomberg, Reuters
• Euronext
• ETF providers
Custodian management
• Account opening
• Portfolio value
• Billing
Transactions management
• Broker integration
• Transaction execution
• Rebalancing engine
Marketing automation
• Lead nurturing
• Content (FAQ, blog)
• Event management
User interface
• Responsive
• Multi-language
• New dev. proof
Matthieu Remy
Founder & CEO
matthieu.remy@easyvest.be
+32 499 94 13 70
www.easyvest.be

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The simple and performant solution to manage your wealth by Matthieu Remy - FinTech Belgium Summit 2016

  • 1. The simple and performant solution to manage your wealth. Matthieu Remy Founder & CEO
  • 3. Easyvest’s customer base 50% of our clients, representing 70% of our assets, are above 40 48% 31% 30% 28% 22% 41% 0% 25% 50% 75% 100% Customers Assets Under Advisory <40 y.o. 40-60 y.o. >60 y.o.
  • 4. Myth 2 Robots will kill human advisors
  • 5. Interactions with Easyvest Larger portfolios typically require much more human intervention 33% 49% 67% 51% 0% 25% 50% 75% 100% Portfolios smaller than €25k Portfolios larger than €100k Some level of human involvement call, meeting, email, live chat 100% automated self-service on app, transactions
  • 6. Myth 3 The value is in the robot
  • 7. A robo-advisor value isn’t the robot but its whole infrastructure Client Advisor Distributor Compliance Interactions management Security & Data • Cloud infrastructure • User management • Access rights Document management • Contract generation • MiFID compliant • eSignature Compliance & Analytics • Approvals • Reports • Dashboard Robo-advisor • Risk assessment • Recommendation • Machine learning Market data • Bloomberg, Reuters • Euronext • ETF providers Custodian management • Account opening • Portfolio value • Billing Transactions management • Broker integration • Transaction execution • Rebalancing engine Marketing automation • Lead nurturing • Content (FAQ, blog) • Event management User interface • Responsive • Multi-language • New dev. proof
  • 8. Matthieu Remy Founder & CEO matthieu.remy@easyvest.be +32 499 94 13 70 www.easyvest.be