Digital client profiling, and streamlined suitability and fact find.
One process from accumulation to decumulation.
Works for simplified and full advice.
Accurate risk profile combining risk tolerance and dynamic risk capacity.
Consistent advice, no need for subjective adjustments.
Insight into client preferences from ten other financial personality traits.
Comprehensive audit trail.
Comprehensive risk tolerance and capacity for full MiFID II.
Robust quant methodology linking behavioural insight with investment solutions.
You may be happy with your risk-profiling and investment processes, but how can you trust the two are being suitably and objectively combined for the best investor outcome