Solution introduction
Easily manage clients in a fully compliant manner across all international jurisdictions
Cross Border from Droit advances regulatory compliance for global clients to offer the right products at the right time
Why the need for Droit’s Cross Border
As clients become more mobile and global, advisors need to navigate the latest cross-border rules (often sourced from detailed country manuals) and institution-specific policies to provide the best, most relevant investment opportunities in a timely manner.
Additionally, a constantly changing landscape of requirements within the regulatory world demands a traceable, transparent roadmap of client investment as part of a wealth management service.
To manage this can be time consuming and complex for advisor and compliance teams, with risks to client experience and ultimately lost business opportunities.
