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

1. The simple and performant solution to
manage your wealth.
Matthieu Remy
Founder & CEO

2. Myth 1
Robo-advisor is
for Generation Y

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