Problem
Ensuring suitability and tax compliance remains a key industry challenge for wealth managers. Due to complex and changing compliance requirements, and process limitations, client-facing teams often struggle to efficiently deliver personalised investment opportunities to clients.

• Complex cross-border, suitability and tax restrictions on investment product level often prevent the necessary client focus.
• Country-specific regulatory and tax implications on investment product level complicate the management of company-wide market portfolios.
• Lacking focus on after-tax returns can lead to missed investment returns, especially for international clients.
• Non-compliance with regulatory restrictions or legal obligations can lead to regulatory risk and compensation payments.

Solution
Differentiate investment management offerings with a personalised approach focusing on after-tax returns for clients. Our state-of-the-art product suitability framework allows client-facing staff to identify most suitable investment opportunities within seconds. 

• Accelerate cross-border, suitability and tax checks for in-house systems and quickly create personalised investment ideas.
• Efficiently manage model portfolios and simultaneously apply market-specific product restrictions.
• Compare after-tax returns by excluding tax-inefficient investments with a few clicks.
• Protect your organisation from regulatory fines and compliance risks by implementing a state-of-the-art product suitability framework.