Solution introduction
Provides instantly comprehensible risk-return-time-benchmarks in all reference currencies for advice and digital offerings, compliant with regulatory requirements.
Comprehensible. Agile. Impartial. Timely.
fairvalues© provides the basis for a consistent client advisory process which fulfills the regulatory requirements and allows the ongoing testing of investments regarding clients’ suitability and appropriateness. fairvalues© ensures a stringent and clear communication of investment information and monitoring of investment portfolios across the client base. The intuitive visualisation and seamless workflow enhances the reliability of traditional and the development of digital advisory offerings.
Evaluating and assessing financial instruments for proper advice
Finhorizon‘s fairvalues© provides intuitively graspable Risk-Return-Time-Ratios in all reference currencies for traditional investment consulting, digital advisory offerings and regulatory requirements.
Impartial
fairvalues© risk-return-time-estimates build on scientifically well-established findings form quantitative finance research. By focusing on the ultimate payoff and evaluating assets’ performance in different currencies, fairvalues© allows to impartially compare financial instruments across the universe.
Comprehensible
Return, risk and time are the three key dimensions to be considered in investment decisions. fairvalues© is designed to provide instantly comprehensible risk-return-time-benchmarks that serve as input for a guided tour through the facts of the global investment universe and that enable fully informed investment decisions.
Timely
With fairvalues©, financial institutions receive accurate risk return-time-estimates and assessments of world-wide financial instruments, conveyable immediately to the investor.
Advice
fairvalues© provides the basis for a consistent agile client advisory process which fulfills the regulatory requirements and allows the ongoing testing of investments regarding clients’ suitability and appropriateness. fairvalues© ensures a stringent communication of investment information and monitoring of investment portfolios. This allows enhancing the reliability of traditional offerings and the development of new digital advisory offerings.
