Design, localisation and texts
User interface and outcome documents (in PDF format) are adapted to match your logo, your colours, as well as key frames. Furthermore, you determine the languages available, the basic currency, and country-specific formats. Texts can be reworded upon request.
It is possible to map your in-house question path according to the German Securities Trading Act completely. The same applies to your evaluation logic. In addition, you can determine client types, risk and investment classes, and you can define appropriate financial instruments. This way you ensure that all users work with familiar content.
Scope of functions and their specification
Take control of the content and behaviour of the user interface. Both individual elements, as well as entire functional areas can be made visible or invisible. You can also preset the status of a large number of elements as either optional or obligatory.
MMarket opinion and product recommendation
Via a separate managing module your colleagues can ensure the in-house product focus, and they can modify diverse parameters in accordance with the market view. Subsequently, it is possible to apply this content to selected consultation scenarios and risk profiles.
Why not have several configuration sets on separate software environments? This way it is possible to address different user groups; for instance, offices, levels of authorisation or lines of business.