2. €6.500.000.000.000
30% of EU retail liquid assets
parked below inflation
1) MARKET
Retail investors are desperately seeking alternative solutions for their savings
3. Diversified portfolio with automated
management starting from €100
2) SOLUTION
Easy, convenient and automated online investment account for retail clients
4. 3) USP
The first and only curated marketplace for retail investment covering all asset classes from all providers
CASH
Call money / Time money /
Foreign accounts
FUNDS
Stock funds /
Bond funds / REITS
ETF
ETF / ETC / ETN
ALTERNATIVE INV.
Precious metals /
Real Estate / Factoring
INNOVATIVE INV.
Crowd investing /
P2P Lending / Bitcoin
5. 4) PROCESS
Account opening is available 100% online in three easy steps
FIND THE RIGHT
PORTFOLIO
curated process
START
INVESTING
with only one click
OPEN
AN ACCOUNT
completely online
CASHBOARD introduced the first paperless investment account in Germany
with inhouse video KYC and electronic signature.
1 2 3
8. 5) PRODUCT
Our portfolio technology enables up- & cross-selling of clients into attractive products with just one click
9. 6) TECHNOLOGY
Our open technology platform is compatible with any bank and ready for internationalization
CLIENT MARKET
Secure cash deposits
& withdrawals
Standardized interface
(API)
Client’s
individual bank account
We are an independent marketplace working as an introducing broker
registered by the German banking authorities.
10. *May 2015: http://www.brokervergleich.de/online -vermoegensverwaltungen/
7) PERFORMANCE
No. 1 online wealth manager in Germany with proven outperformance versus ETF-only portals & banks
TEST OF MAJOR GERMAN PLAYERS*
12 months May 2015 to May 2016
All providers balanced portfolio
(50% bonds / 50% stocks/other)
Benchmark 50/50 Barclays Global
Aggregate Bonds / MSCI World (result -2,27%)
CASHBOARD
Since 10 months in a row No. 1
Only player with profit
Only player outperformed benchmark
Lower loss in bearish AND higher returns
in bullish markets because of alternative
assets (e.g. P2P lending) and lower cost
(no management fee, while others charge 0.5 to 1.5%)
11. 8) TRACTION
We are the fastest growing online wealth manager in Germany
Invested clients
12. ROBERT HENKER
CEO
CERTIFIED PORTFOLIO MANAGER,
MANAGER KPMG, MBA ESCP
ANDRÉ HOLDSCHICK
CIO
INVESTMENT MANAGER,
IT PROJECT MANAGER KPMG
STEPHAN HENKER
COO
FOUNDER NO1 AUTOMATED
TRADING PLATFORM DACH
MARIUS SCHULZE
CMO
SERIAL ENTREPRENEUR,
EU TECH5-AWARD 2014
9) MANAGEMENT
Diverse team with strong IT, finance and start-up background