Solution introduction
Gain a more accurate perception of your client's needs and risk preferences
Now available as a convenient, API-based microservice with white-label UI that can be integrated with your existing dashboard, user interface, and upstream advisory systems. We map profiles to SAA using any asset classes
It is fully compliant with relevant regulations such as the UK FCA, FIDLEG, and MiFID II suitability tests and is already used by prominent banks and portfolio managers worldwide.
Offer your clients not what they think they want, but what they actually want.
