maxblue, Deutsche Bank’s online
investment platform, is expanding its services to include the
AnlageFinder robo-advisor. The robo-advisor uses algorithms to put
together individual portfolios for investors who are looking to make
investment decisions without taking advantage of advisory services.
AnlageFinder is suitable for experienced and first-time investors in
equities alike. It informs clients of potential investment related
risks, such as an excessive focus on certain sectors, and highlights
investment alternatives. The tool is free for maxblue clients and was
developed in cooperation with the fintech company fincite.
Markus Pertlwieser, Chief Operating Officer (COO), Private &
Business Clients, at Deutsche Bank says, “With our AnlageFinder
robo-advisor, clients can professionally put together their portfolios
and optimise their investment outcomes with just a few clicks.”
In
particular, the system makes it easy for first-time investors in
equities to get started. “AnlageFinder provides clients with extensive
support in making investment decisions with the help of tutorials and
comprehensive financial market information,” says Pertlwieser, adding:
“This investment tool helps Deutsche Bank position itself for the
digital natives among its clients who are keen on seizing the
opportunities offered by capital markets.”
AnlageFinder: investing in just a few steps
Thanks to the new tool, the investment process consists of just a few
steps, the first of which is settling key questions such as investment
objectives, terms and risk appetite.
Based on the client’s personal
opportunity/risk profile, AnlageFinder comes up with a customised asset
allocation in the second part of the process. Clients are then free to
use this asset allocation in their investment or change it as they see
fit.
This gives clients the opportunity to rule out certain asset
classes, for example.
When this happens, the robo-advisor rounds out the
portfolio with new investment recommendations.
AnlageFinder offers a selection of securities in the respective asset
class based on criteria selected by the client, such as rating, product
costs and performance.
Those asset classes may include actively managed
investment funds as well as
passively managed exchange-traded funds.
As part of the individualised
portfolio composition, the tool notifies clients if their allocation
focuses too much on certain sectors, for example.
In the final step,
clients can use maxblue to place securities orders.
AnlageFinder will
initially be available for use with internet browsers. An app version is
scheduled for release in early 2016. Additional enhancements, such as
peer-to-peer comparisons and risk management, are also slated to appear
in the first half of 2016.
maxblue app: mobile securities trading made easy, transparent and convenient
Along with AnlageFinder, maxblue is also launching a new native app
that is geared towards experienced investors.
With their personal access
data for Deutsche Bank’s online banking service, clients can use the
app to check their accounts and portfolios and make securities trades
any time. “The maxblue app allows our clients to react flexibly to the
latest developments on capital markets any time.
As a result, our
clients can keep a constant eye on their portfolios and access them
whenever they want.
This makes trading from on the road just as easy,
safe and convenient,” Pertlwieser says.
The free app offers a complete
overview of all stock exchanges and over-the-counter markets, enabling
clients to directly compare the prices of various trading partners.
The maxblue app is initially available for iPad versions with iOS 8 and up.
About maxblue
maxblue is Deutsche Bank’s online investment platform. Since 2001,
maxblue has been making it possible for private investors to trade
securities directly and independently.
