Easyvest is a wealth management solution challenging common myths about robo-advisors, such as their exclusivity to younger generations and their ability to replace human advisors; in fact, a significant portion of their client base is over 40 years old. The service emphasizes that the real value lies in its comprehensive infrastructure rather than just the automated aspects. Human intervention remains essential for managing larger portfolios, demonstrating the mixed approach of the platform.

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