Digital Wealth Solutions for Asia's emerging affluent, Weinvest

1. Digital wealth solutions for Asia’s emerging affluent
&TRACKWEALTH WEINVEST.net

2. A day in the life of Audrey …
• Emerging Affluent
• Digitally Savvy
• Multiple accounts across
FIs
• Multiple geographies
• Skeptical of financial
advisors
• Time starved

3. 7:10 am
Check balances
across accounts
and view
performance of
investments
Morning Routine
Your Total Assets
3,500,000
2.5 mn

4. One of her
portfolios is
underperforming !
Notification

5. It's the one she is
using to save up for
her daughter
Annie’s college
tuition.
View Portfolio

6. 7:13 am
She checks out
suggestions on
alternative
investments from
her robo-advisor
Investment Advice

7. 7:10 am
She chooses one of
the alternatives and
confirms her
switch.
Switch Portfolio

8. 7:15 am
And she is done in
5 minutes flat!
Voila !

9. Any sufficiently
advanced technology is
indistinguishable from
magic.
Arthur C. Clarke

10. Behind the magic …
• Consolidate all your
finances in one place.
• Understand how your
money is working for
you.
• Get insights on how to
manage your money
better.
TRACKWEALTH WEINVEST.net
• Goal Based investing.
• Algorithmic asset
allocation &
rebalancing.
• Fully online next gen
investing experience.

11. TRACKWEALTH

12. How would your client be better engaged?
Visually engaging Portfolio Analysis
Performance : Growth & Income
Regional Exposure
Asset Allocation
Currency Exposure
Liquidity
Leverage
View constituents
Positions & underlying
transactions
Security-wise view
Get Alerts
Price & Portfolio Return Alerts
Corporate Action Alerts
RM or Analytics based forward
looking opinions/suggestions
The first step to better investing is learning about your resources & how you’ve invested them!
Converse with RM
RM & Client chat widget
Email logs & trail
Contextual conversation
Relevant Research & news
Individual
company/currency/region
research articles
Thematic pieces & outlook
e-Document signatures
Preferences & settings
Other maintenance activities
Aggregated Portfolio
Across
Banks/Brokers/Wealth

13. Engagement outcomes targetted
Better perspectives & insights for clients
Make clients more pro-active
Leverage insights & blend it with a smart engagement mechanism
More engaged conversations with Remote RM
Personalised inputs to clients
Increased Cross-sell based on needs identified
Visual Dashboards & research related to client positions
Client-exposure based research & alerts
Alerts, real-time metrics & mobile engagement
Real-time, mobile RM access in context of client’s specific
dashboard view/research/alerts
Lending limits/ products, Investment rebalancing, wallet share increase
Make it easy & hassle free for clients
New age mobile experience with maintenance activities inc.

14. Free 6 months subscription
Come visit us at the booth & pick up your promo-code
.com

15. For B2B partnerships
trackwealth.com/business

17. How does a robo-advisor work?
• Understand customer profile,
risk appetite, return expectations
& life goals.
• Construct a portfolio
algorithmically to meet customer
needs.
• Rebalance portfolio periodically
to stay on top of market trends.
• Fully online : From Account
opening, investing to withdrawal.

25. WeInvest Benefit 3: Enhanced Customer Experience
(Home Page, Goal Setting & Risk Assessment)

26. WeInvest Benefit 3: Enhanced Customer Experience
(Home Page, Goal Setting & Risk Assessment)

27. Sales Charge/BrokerageAdvisory/Switching/Discretionary FeeFund Expense ratio
Private Bank
Discretionary Portfolios
3.0%
1.25%
2%
1%
0.25%
1.0%
Min Max
Robo-Advisors
0.25%
0.6%
1.0%
0.1%
0.25%
0.25%
0.5%
0.25%
Min Max
Why we believe robo-advisors will win …
IFA Fund portfolio
1.75%
4.5%
1.0%
0.25%
0.5%
2%
0.5%
2.0%
Min Max
Fee as %
of AUM

28. * Out of the box integration with Pershing
as custodian and execution broker
Goal & Risk-based
or Theme based
Investment journeys
Seamless online
registration & on
boarding
Web & Mobile based
dashboard & transactions
Best-in-class UX
Multi-currency, multi-
market portfolios
Segregated* & Omnibus
Account models
Robust portfolio
management &
rebalancing
Breadth of capabilities
Easy to integrate with
existing IT systems
Out of the box reporting,
reconciliation & back
office
Connectivity to any
execution
broker/custodian*
Plug-n-play
Fractional allocation of
shares
Open Architecture
strategy store for Advisory
& Discretionary mandates
Supports client driven
trading in Equities &
ETFs, Funds & Bonds
Future proof
Future Roadmap of the solution
28
* Default model enabled. Omnibus model
can be enabled on request(chargeable)
WeInvest has built one of Asia’s best robo-advisory platforms

29. Now available to any Financial Institutions as a Platform-as-a-Service !
1. Client Front-end &
Operations
Dashboard
2. End-to-end Portfolio
& Order
Management
system
3. Strategy & Model
Portfolios
marketplace
4. Execution &
Custody partners
Pershing out-of-the
box
5. Operations Support
(Platform as a service)
Plug & Play Low Capex
Comprehensive Customisable

30. With a variety of portfolio strategies available out of the box
Strategies
US Asset Momentum strategy
Global Asset Allocation
Global Top 50 Brand Leaders
US Sector Rotation
Global Balanced Portfolio
Singapore Yield
All Seasons - Basic
Income
All Seasons - Advanced
Income & Growth
Balanced
Balanced Growth
Growth
Singapore GLCs
EM Brands
Indicative Pricing 0.25-0.3% p.a of AUM 0.2%p.a of AUM 0.2% of AUM
Asian Utilities
The Asian SME
Asian Tech Leaders
Precious metals
Yummy (Chocolate, Coffee & Snacks)
Global Small Cap Growth
Global Tech Leaders
India Tech
Kids
Asian millenials
Debt is evil
Asian Retail Therapy Global Retail Therapy
High profit low value Asia High profit low value Global
Asian Yield Global Yield
Asia Real estate Singapore Real Estate
China Tech
Strong Balance Sheets
Global Deflation
Source
Lighthouse CantonSP Global (Largest Index provider)
NGen Capital ( Ex-MSIM Quant) Indxxex-M&G Hedge Fund Mgr
ex-Millenium Cap Mgr
ASEAN Infrastructure
Algo-based
Active trading strategies
Asset Allocation
Strategies
Thematic basketsTypes

31. Asia’s first platform-as-a-service Robo-Advisor
in partnership with
Execution & Custody Middle & back office
Product alternatives
Data & Compliance
APIs
WEINVEST.net

32. For B2B partnerships
weinvest.net/business
WEINVEST.net

33. Thank You