CASHBOARD is a web-platform which allows retail investors to invest in a personal tailored and scientifically diversified portfolio in three simple steps. We offer the first integration of modern asset classes (like equity-based crowdfunding, social lending and social trading) with traditional investments (like stocks, funds and options) in one portfolio. The investment decisions are completely automated based on modern portfolio theory. Our clients only pay if they make profit (10% high watermark p.a.). There are no platform fees, account fees, commissions or subscription fees on funds.

1. Simple online investing

2. MOMENTUM
Banking crisis and historic low interest rates
NOBODY HAS ANYTHING
POSITIVE TO SAY ABOUT
BANKING
SOPHISTICATED INTRANSPARENT
GREED
COMMISSION-DRIVEN
EXPENSIVE
BLACK
BOX
SLOW
PAPER-BASED

3. PROBLEM
Retail clients are lost where and how to invest
€6.500.000.000.000
1/3 of EU liquid assets parked
below inflation

4. SOLUTION
Easy, convenient and reliable online investing for retail clients
Diversified portfolio with automated
management starting from €1.000

5. USP
CASHBOARD is the one-stop shop for personal investment
CASH FUNDS ETF ALTERNATIVE
Investments
INNOVATIVE
Investments
Not only ETFs! We combine traditional with
online investments like P2P lending etc.

6. BENEFITS
What we do for you
MANAGED
SECURE
FAIR

7. MANAGED
LEAN BACK – NO HASSLE.
Automated portfolio management,
loss protection tax optimization 24/7

8. PERSONAL BANK ACCOUNT.
CASHBOARD doesn’t take
the money
SECURE

9. PAY ONLY FOR PROFIT!
Free Account. Free Trades.
Free Funds.
FAIR

10. b2b commissions 10% profit sharing
BANKS PRODUCT
PARTNERS
CLIENT
BUSINESS MODEL
Stable commissions plus variable profit share
Only b2b commissions paid by the industry.
No fees/commissions/fund costs from client!

11. ROBERT HENKER
CEO
STRATEGY CONSULTANT,
PORTFOLIO MANAGER
ANDRÉ HOLDSCHICK
INVESTMENT MANAGER
IT PROJECT MANAGER,
FORMER AUDIT MANAGER KPMG
STEPHAN HENKER
COO
FOUNDER NO1 AUTOMATED
TRADING PLATFORM DACH
MARIUS SCHULZE
ONLINE MARKETING
SERIAL ENTREPRENEUR,
EU TECH5-AWARD 2014
MANAGEMENT
Experienced management plus 5 team

12. CONTACT
ROBERT HENKER
Founder CEO
Invalidenstraße 112
10115 Berlin
rh@cashboard.de
www.cashboard.de