Stay abreast of your customers and past advisory activities. External information can be easily imported by using the data import function. Upon request, we can link up your in-house database or to an external data inventory system.
Put your clients at the heart of your consultations. Record all the information requested by law according to the German Securities Trading Act and measure risk personality on a scientific basis. All information yields intelligible results.
Skilfully evaluate your clients’ securities in terms of suitability to risk profiles, investment structures, historical data and many other aspects. It is also possible to define your own categories – for instance, institute, depository or investment objective.
For enhanced diversification, you can construct appropriate investment proposals or optimize existing structures based on mathematical models. In-house process instructions and client wishes can be accommodated easily.
A modular subject pool makes individual outcome documents possible. It is up to you to decide whether your customer gets a quick or a more thorough evaluation. All of your documents are archived in the system, and they are accessible at all times.