This document discusses aixigo, a FinTech startup that provides digital portfolio management solutions. Some key points: - aixigo can manage over 1 million portfolios in under 6 minutes, providing daily monitoring and rebalancing for hundreds of thousands of customer portfolios and transactions. - Their technology allows for highly customized portfolio strategies on a mass scale at low marginal cost per customer, across all digital and personal channels. - The document predicts that digital portfolio management will gain a 30% or greater share of personal investments in Europe within the next 10 years, driven by regulation pushing advice over self-directed investing, industry adoption by both disruptors and incumbents, and customer preference for solutions that put professionals in

1. 1 million portfolios in less than 6 minutes

2. About aixigo
 university spinoff
 portfolio management and technology
background
 15 years of FinTech R&D
 first mover in risk-profiling and high
performance portfolio management
 customers are major retail and private
banks in GER/A/CH/LUX
 co-founder of investify, a new digital wealth
manager for Europe
Aachen

3. The future of investment
Artificial
Intelligence
Portfolio Management
for everybody
New digital services for
Wealth Customers
2.000.000
Clients
millions
daily calculations
200 ms
Total Response

4. Digital Portfolio Management
will become
thenew retail investment standard

5. Portfolio Management
means managing portfolios in accordance with mandates
given by clients on a discretionary client-by-client basis where
such portfolios include one or more financial instruments
MiFID2

6. Responsibility
Profile
Compose
Onboard
Manage
MonitorReport
Discuss
Analyse
 help customers to find the right
risk and portfolio (mandate)
 define and monitor suitable
portfolio strategies and/or
investment topics
 check and choose products
 monitor every single customer
portfolio at least daily
 ensure portfolio alignment daily
 report on portfolio

7. Responsibility - Digitalized
 1:1 customization
 mass market capability
 low marginal cost per customer
 great usability and experience
 all digital channels
 all personal channels
 and branch-integrated
exciting.effective.evolutionary.

8. Digital Portfolio Management
will have a
plus 30% share
of all personal investments in Europe in
less than 10 years

9. Why?
Regulation Industry Customer

10. Regulation
on investment advice
We will literally
be pushing
customers,
not to decide.

11. Industry
goes Portfolio Management
Disruptors are merely all
„portfolio management“ offers
Incumbents are investing
heavily in
Digital Portfolio Management
Branch organizations are
„thirsty“ for branchable
products

12. “They” will love Portfolio Management
 self service –just for finance nerds
 investment advice feels …
 interrogative
 paperwork
 Pro „sells“ – Amateur „decides“
 Portfolio Management feels „right“
 Pro takes responsibility
 Easy decision
 High transparency and flexibility

13. Responsibility
+
Success
Challenge

14. 400.000 positions
100.000 portfolios
Check all positions and
portfolios daily, detect
breaches, rebalance
(sell + buy) them and
handle all the data.

15. Check all positions and
portfolios daily, detect
breaches, rebalance
(sell + buy) them and
handle all the data.
100.000 customer
transactions
on any day in
very short time
100.000 customer
transactions
on any day in
very short time

16. Customers told us
they found one system
handling all this really
reliable.
Ours.

17. Blasting performance
Analysis
average
portfolio*
very large
portfolio*
Portfolio Overview 3 ms 155 ms
Portfolio Attribution 3 ms 240 ms
Portfolio Growth 3 ms 128 ms
Cash Flow 3 ms 35 ms
Security Proportion 2 ms 58 ms
*average portfolio: 10 positions, 50 transactions
very large portfolio: 4.000 positions, 35.000 transactions
time between request and result delivery
>1 Million Customers, with a throughput of appx. 3000 customers per
second, real life portfolios with all sorts of complexities (corporate actions,
etc.)

18. and everything you need
Analytics Risk Asset Management Monitoring
Rebalancing Order Management Customer Management Reporting

19. to build your Digital Portfolio Management .. or else

20. GIVE GIVE GIVE
ASK!