Solution introduction
A robust health indicator for your MiFID advice and portfolios
The Score assesses any instrument the end investor may hold and measures your customer’s portfolio alignment against model portfolios
- Boost your customer loyalty
- Encourage trading activity for portfolio improvement
- Focus on resources on portfolios that most need it
Easy. Quick. Smart.
The result is one single metric that tells you how well the investor is aligned with his risk-return and his loss aversion preferences, i.e.:
- Traditional diversification over asset classes;
- Adaptive diversification over investment techniques.
The highest Score of 10 indicates perfect alignment with your strategy.
The Score yields valuable information:
- Encouraging trading activity intending to improve your customers’ portfolios;
- Informing the end investor on where and how the model portfolio differs;
- Enabling a better communication strategy.
Besides the individual application towards the end customer, the Score is also a powerful management tool when applied to groups of portfolios.
Knowing the distribution of scores enables:
- efficient monitoring of the implementation of your MiFID advice
- defining and evaluating a targeted commercial strategy, prioritizing interventions, incentivizing financial advisors
- enriching management reports.
