Pitch 5: Swanest - Silvan Schumacher

2. 2
EMPOWERING INVESTORS
AUTOMATED INVESTMENT TECHNOLOGY

3. 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

4. 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

5. 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

6. 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

7. 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