Investment Advisory
Streamlined investment
advisory process
With our advisory solution, you can streamline your investment advisory process. Build a consistent, efficient, and top-tier experience for your investors. It's not just about simplifying processes—it's about elevating the entire investment advisory concept, putting investors at the heart of a refined and dynamic system
Compliance by design
Our software is designed with built-in, configurable compliance rules to ensure automated regulatory adherence. We call this compliance by design. This proactive approach minimises errors, ensuring that advice consistently aligns with your specific compliance guidelines. As a result, friction between back and front offices is significantly reduced. Empower your team to concentrate on what truly matters, and let our software expertly handle the rest
Look and feel
Our software can be configured to match your designs and tone of word, ensuring that it is consistent with the rest of your organisation. This creates trust, enhance user experience and make the solution a natural extension of your digital ecosystem
Investment proposal PDF
Our Investment Proposal feature creates fully customized, ready-to-sign PDFs instantly after each advisory session. These can include essential details like KIID, PRIIPs, regulatory information, and session data, eliminating manual compilation and streamlining the process.
Sustainability
Sustainability is seamlessly integrated into our advisory flow, enabling advisors to accurately assess the investor's sustainability preferences. Moreover, it provides clear insights into how the recommended investment proposal aligns with these preferences.
Risk insights
Our risk models and widgets facilitate a clear and intuitive assessment of an investor's risk tolerance. They're crafted to be easily understood by investors while providing advisors with a comprehensive overview.
Analytics insights
Gain a complete and detailed understanding of the suggested investment proposal. Each proposal can encompass multiple goals, providing investors with clarity into future expectations, ensuring investors are well-informed every step of the way.
Suitability insights
Our advanced functionality minimizes errors and ensures a thorough evaluation of whether an investment product aligns with an investor's profile. This is achieved through a comprehensive assessment of the investor's knowledge and experience
