Autonomy Financial Future in the Palm of Your Hand PDF

Introducing Autonomy: Your Financial Future in the Palm Of Your Hand Empowering High Net Worth Individuals with Comprehensive Financial Insight Problem The Gaps in Traditional Tools for HNW Individuals Fragmented Financial View High Advisory Fees...

Introducing Autonomy: Your Financial Future in the Palm Of Your Hand Empowering High Net Worth Individuals with Comprehensive Financial Insight Problem The Gaps in Traditional Tools for HNW Individuals Fragmented Financial View High Advisory Fees Limited DIY Tools No holistic platform for all asset types, including Percentage-based fees impact long-term Most platforms lack forecasting, cash flow real estate, private investments, and luxury portfolio growth due to compounding costs. modeling, and robust planning features. assets. 40K/y 30K/y No planning No customizable Luxury assets Real estate features settings 18% 40% 20K/y 23% 35% Private Holistic view 10K/y No forecasts No cash flow investments modeling 42% 0% 1K/y 10% 32% 1y 10y 20y 30y 40y Market opportunity The Shift Towards Financial Independence and Control Independence Simplicity Subscription HNW individuals increasingly Rising demand for a single A subscription-based model seek independence from tool to manage all financial aligns with client traditional advisory services assets and future planning preferences for predictable, fixed fees Accessible Easy to Use Redused Fees  Stress Test If nothing changes your portfolios to mirror your Risk Level General Investment £ accounts P ortfolio Return 9. %0 Cash Efficiency Autonomy Benchmark 14.5% Risk Level Since 14/11/2021 Risk level of your financial assets £211,221 20% 68 80 You have excess cash available to invest and Current Target your AI Adviser will recommend which of your 10% Key Takeaways accounts to top-up Your AI Adviser is currently working on rebal 0% your portfolios to mirror your Risk Leve Too little cash Efficient Available to invest - 10% Goals Financial Aassets -20% Great! You’re beating the time you set to £4,138,638 your goals. You’ll be there sooner. Wealth comes in many forms and 6m 12m 3y 5y ytd they should all be taken into account P eople are looking for control and transparency on their wealth journey Jan Mar May July Sep Nov Retire by the age Repay mortgage Under On track Abov of 55 by 2030 Other Assets Liabilities £25,000,000 £1,924,512 Cash Efficiency None of the tools on the market satisfy these needs £3,020,672 £1,924,512 30% 14% 30% 14% £211,221 You have excess cash available to inve Asset Distribution your AI Adviser will recommend which o Distribution of your financial assets My Accounts accounts to top-up Current Accounts £300,000 Too little cash Efficient Available Asset Allocation Saving Accounts £100,000 Financial assets £4,138,638 This month General Investment £20,400 £4,138,638 accounts £20m £15m Risk Level Jan Mar May July Sep Risk level of your financial assets £10m Introducing Autonomy Summary What is Autonomy? £8,341,923 Watchlist Total of all assets net of liabilities Latest Valuations A Game-Changing Solution for HNW Individuals Family Information Financial Assets £4,138,638 Income and Expenditure Autonomy is a comprehensive , independent financial app that Risk Assessment empowers users to manage their wealth across all assets in a Summary single platform. £8,341,923 Target Cash Holding Jan Mar May July S Total of all assets net of liabilities AI Adviser Other Assets Lia Financial Assets Transparency Tax-Free Allowances £3,020,672 £1,9 £4,138,638 Secure Messaging Risk level Risk level of your financial assets Accessibility Financial Goals 68 80 Jan Mar May July Sep Nov Current Target Independence Other assets Liabilities Your AI Adviser is currently working on rebalancing your portfolios to mirror £3,020,672 £1,924,512 Risk Level Risk level of your financial assets M Miranda Bow Retire by the age Repay mortgag e Retire by the age of 55 by 2030 of 55 68 80 Current Target Core features overview Autonomy’s Core Features Summary £8,341,923 Total of all assets net of liabilities Financial Assets £4,138,638 Comprehensive Asset AI-Powered Analysis & Aggregation Growth Projections Jan Mar May July Sep Nov Other Assets Liabilities £3,020,672 £1,924,512 Risk Level Risk level of your financial assets Cash Flow Modeling and Data vault with Renewal Scenario Testing Reminders 68 80 Current Target Almost there! We are currently rebalancing your portfolios to meet your target range. Summary Assets Go als r ile P of Asset Aggregation Comprehensive Asset Aggregation Asset Distribution Distribution of your financial assets Asset Allocation £4,138,638 1 2 3 This month By category Data import and export All in one Follow your progress Pension Accounts £2,400,410 Upload financial data via Aggregate cash, Consolidated, real-time view Bank Accounts £703,568 Excel files or upload your investments, real estate, and of net worth across all asset latest provider Portfolio luxury assets types ISA Accounts £538,023 Valuations General Investment £248,319 Transparrent Hollisitc Informed Accounts Offshore Investment £248,318 Bonds Summary Assets Goals Profile AI Analysis Lifetime wealth AI-Powered Analysis Total wealth £3,341,923 & Risk Scoring Portfolio Risk Level Risk level of your financial assets £20m 68 80 Current Target £15m Evaluate portfolio risk on a scale £10m Your AI Adviser is currently working on rebalancing your portfolios to mirror your Risk Level from 1 to 10 £5m £0 Apply tailored growth projections Age 40 55 70 85 100 based on user asset profiles Stress Test If nothing changes Receive actionable insights on Key assumptions investment strategy Chattels Watched & Cars (£150k) Residential Property Main Residence (£2m) Overseas Home (£2m) Pension Initial value of £1.8m. Contribution of Summary£3.6k for both until aGgoals Assets e 75. Profile ISA  Cash Flow & Lifetime wealth 2 Total Wealth £3,341,923 Growth Analysis Stress Test various scenarios (e.g. a financial crisis, making £20m Model Future Scenarios and Achieve Financial Clarity significant gifts to your £15m children etc) Stress test £10m £5m Nothing changes £0 Age 40 55 70 85 100 Financial crisis Stress Test 1 Financial crisis Retire earlier Summary Key assumptions £8,341,923 Gifts to children Total of all assets net of liabilities Chattels Reduce underperformance Watched & Cars (£150k) Residential property Financial Assets Main Residence (£2m) and mortgage 20 of % £4,138,638 Downsize house £375 repaid in year 1, Meroca (£2m). 3 Pension 10 % Initial value of £1.8m. Contribution of £3.6k for both until age 75. Profile Summary Assets Goals % Visualize impact on net ISA Initial value of £0.1m. Allowance utilised 0 every year for both. Project cash flow needs and worth with interactive Jan Mar May July Sep Nov -10% future financial scenarios Other Assets Liabilities charts -20% £3,020,672 £1,924,512 Risk level Risk level of your financial assets 68 80 Current Target Almost there! We are currently rebalancing your portfolios to meet your target range. Data vault Summary Document £8,341,923 Filter Filter Vault Total of all assets net of liabilities Financial Assets £4,138,638 Upload and securely store financial documents (e.g., Passport, Driving Licence, Your WILL, policies, statements) Jan Mar May July Sep Nov Receive automatic renewal reminders for Other Assets Liabilities key documents £3,020,672 £1,924,512 Easy organization and access to all Risk level Risk level of your financial assets important files 68 Current 80 Target Your AI Adviser is currently working on rebalancing your portfolios to mirror your Risk Level Insurance update Your insurance policy is nearingbyitstheexp Retire age iration date! Upd Repay ate beforehaRetire mortgage nd. by the age Repay mortgage M of 55 by 2030 of 55 by 2030 Quarterly Data Refresh Quarterly Data Refresh to Calendar Keep track of your upcoming gains and payments Keep Your Portfolio Accurate September 2025 MON TUE WED THU FRI S AT SuN 1 2 3 4 5 6 7 8 9 10 11 12 13 14 1 2 3 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Reminders Stick to your plans Always on time Next year Receive reminders every Ensure your financial Data integrity and timeliness quarter to update your asset j pro ections and net worth ’ at the core of Autonomy s Quarterly Refresh 28/09/25 values calculations remain up-to- offerings Mortgage Payment 30/09/25 date Up-to-date Organised Reliable Salary 05/10/25 Mortgage Payment 16/10/25 Quarterly refresh, SEP 2025 Time to update your portfolio values!  20,400 Asset A £4,138ial assets Cash E fficienc £4,138 llocatio n ,638 ,638 Great! £ 2 11,221 y This m onth Y You ou have ca r advic e teamsh available t Jan will be o inves Mar Too litt in touc t. May le cash h. July Efficien Risk le Risk L Sep t vel of y evel Other A Nov Key Takeaways Availab le to in vest our fina ncial as £3,020 ssets Financ £4,138 ial Ass 6 8 sets ,672 Liabilit ,638 ets Cur rent £1,924 ies 8 0 ,512 Almos t th Tar get portfo ere! We are Great! Goals lios to c You’re meet urrently re your t b arget alancing y your go beating the als. Yo u’ll bettime you set range our Portfol. Jan Autono io Return here so to reac AI analysis of wealth growth Mar May July Since 1 my benchm 4/11/20 ark oner. h Sep 21 9.0% Other A Nov 14.5% £3,020 ssets Cash flow modeling and ,672 Liabilit scenario testing £1,924 ies 20% nder U ,512 O n track Above 10% Distrib Asset Distr ution o My Acc f your fibution Data vault with scheduled inancia l asset 0% Curren ounts Ret payments and reminders s t Acco ire unts of 5 5 -10% Saving £300,0 £25,00 m Accoun 00 0 Asset A 6 12m ts Management of all assets that £4,138 llocatio n 3y -20% Genera 30% ,638 5y accoun l Investme £100,0 00 14% make up your Personal Balance This m onth ytd ts nt Sheet on ONE place £20,40 0 Cash E Ret fficienc £ ire b y 2 y th Curren 1 1 of 5 e ag , t Ac 2 5 e £20m £15m £25,00 30% 0,000 Repay by 203 mortgage 0 You ha ve your A e cess x 21 Saving Accou £1,924 Ad I casviser w h availa 14% ,512 i £10m accoulnl recommenbdle to invest Genera 30% ts to to an p-up. which of youd accoun l Investm 1 4% Too litt le r ts £5m cash 30 % Efficien My Acc t Availab Portfol £0 ounts le to in Autono io Return Age Curren vest 40 t Acco Since 1 my benchm vel of yisk Level Risk le R 4/11/20 55 unts ark 70 our fina 21 Saving £300,0 ncial as 85 100 Acco 00 6 sets User experience Lifetime wealth Seamless, Intuitive User Experience Total wealth £3,341,923 £20m £15m £10m £5m Easy onboarding with Interactive dashboards and £0 guided data upload visualizations Age 40 55 70 85 100 Stress Test If nothing changes Key assumptions Chattels Watched & Cars (£150k) Download and upload data Personalise your experience Residential Property with just one click by managing your settings. Main Residence (£2m) Overseas Home (£2m Pension Initial value of £1.8m. Contribution of Summary£3.6k for Goals75. both until age Assets Profile ISA Value for HNW Individuals The Value of Autonomy for High Net Worth Individuals Percentage-based fees Fixed fee model Independent financial insights 10K/y without conflicts of interest 7.5K/y Substantial cost savings through a subscription-based model 5K/y Answer life’s big financial questions 2.5K/y with ease 1K/y 1y 10y 20y 30y 40y  Summary Watchlist £8,341,923 Total of all assets net of liabilities Latest Valuations Financial Assets Family Information £4,138,638 Income and Expenditure White Label Service Risk Assessment Summary Let Autonomy enhance your £8,341,923 Target Cash Holding customer offering in your own branding Jan Mar May July S Total of all assets net of liabilities AI Adviser Other Assets Lia Financial Assets Tax-Free Allowances £3,020,672 £1,9 £4,138,638 Secure Messaging Risk level Risk level of your financial assets Financial Goals 68 80 Jan Mar May July Sep Nov Current Target Other assets Liabilities Your AI Adviser is currently working on rebalancing your portfolios to mirror £3,020,672 £1,924,512 Risk level Risk level of your financial assets M Miranda Bow Retire by the age Repay mortgag e Retire by the age of 55 by 2030 of 55 68 80 Current Target Discover Financial Independence with Autonomy Get early access Learn about partnership  co stm s un en ts t £2 0m £2 0,4 00 £1 £2 As 5m 0m se t A llo ca tio £4 n ,13 £1 5m 8,6 £1 0m Th 38 is mo nth £5 0m m £0 Ag e 40 55 70 R is Ris k l k L 40 ev ev 85 el el of 55 yo 10 ur St 0 fin re an If n ss 70 cia ot h tes l as t se ing 85 ts ch 68 an ge 10 s St 0 res Cu If n s t es rre ot h t nt ing ch an 80 ge s Yo ur Ta AI rge Ad vis t er Yo yo ur po is cu rre u ’re be r tf nt l ati oli y w ng os ork to ing the Ca mi tim sh rro on go Eff r y ou reb als e y ici r R ala. Y ou nc ou en cy isk Le ing ’l l b se t to ve e t rea Po l. he ch r tf re oli so yo £2 o R etu on er. ur 11, Au ton rn 22 om y b 1 Sin ce 14 /11 en ch ma rk /2 ve 02 ca 1 9.0 sh % av e t ail ea ab 14 m le.5 wi to % ll b inv e i es n t t. ou ch. Und Eff er ici en t 20 On Av % tra ail ab ck le to inv es From all on our team, t 10 ial % As My se Ac ts co un ts 8,6 38 0% Cu rre nt Ac Thank you! co un ts -1 0% £3 Sa 00 vin ,00 g A 0 cc ou 6m nts 12 -2 m 0% Ge ne £1 3y ral 00 Inv ,00 ac es 0 co tm 5y un en ts t ytd £2 0,4 Se 0 p 0 No v Ca sh Eff ici Ret en ire b cy ab y th ilit of 5 e ag ies 5 e £2 11, 24 ,51 £2 Re p 22 2 5,0 00 ,00 by ay mo r tg ag Gr ea t! Y 1 ou 0 20 30 e ha Yo ve ur ca ad sh 30 vic av