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Fintech Belgium Summit 2018 - Pitch Battle -Swanest - Silvan Schumacher

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Pitch 5: Swanest - Silvan Schumacher

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Fintech Belgium Summit 2018 - Pitch Battle -Swanest - Silvan Schumacher

  1. 1. 2 EMPOWERING INVESTORS AUTOMATED INVESTMENT TECHNOLOGY
  2. 2. 3 Investing is complex. We make intelligent investing simple. All investments in one place Accounts aggregation and investment services marketplace (stocks, ETFs, mutual funds and P2P lending). Intelligent guidance Automated investment advice, analysis and management. Fully customisable From simple model strategies to fully customised portfolios if needed. Learn how to invest By simulating your strategies without taking any risk. Invest only when ready. NEXT LEVEL ROBO-ADVISOR
  3. 3. Swanest empowers private and institutional clients. 4 Problems Solution B2C: Private clients B2B2C: Banks and asset managers • Attract next-generation of investors • Decrease costs-to-serve • Access new sales channels • Investing is complex • Investing is time-consuming • Keeping the overview is difficult Fully-self directed investors Digital investors Swanest automated investment technology End-user
  4. 4. A modular IT architecture and APIs enables fast realisations of new investment platforms built for different purposes. 5 web-based API modules front- to back-end solutions / desktop and mobile Online onboarding KYC, AML, customer identification Automated advice automated advice for fully personalised portfolios Market data Proprietary market data feed Automated management re-balancing and management of portfolios Account management brokerage and omnibus account management Portfolio dashboard tracking and management of multiple portfolios Automated analysis multi-factor analysis of assets and portfolios Portfolio simulation goal-based planning and scenario analysis Portfolio optimisation multi-factor optimisation based on MPT
  5. 5. 6 Market data services for business media. Robo-Analysis plugin automated asset analysis for media and blogs Swanest leverages its technology and provides market data services and tools to financial media and blogs to establish its brand, to generate traffic and to create additional income. our trusted partners
  6. 6. Intelligent investing made simple. Silvan Schumacher Co-Founder & CEO silvan@swanest.com +32 (0)2 318 68 34 More information and access to demo: business.swanest.com Nicolas Bindels Co-Founder & Chief Business/Product Officer nicolas@swanest.com +32 (0)472 507 165

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