Solution introduction

Unlock new investment possibilities by educating your clients about financial products

1) Immersive and gamified interface.
2) 13 asset classes are offered by default.
3) 100% customizable. In standalone or integrated to your IT system.
4) Can be used integrated in our MiFID II questionnaire or in standalone.
5) In line with MIFID II requirements about financial knowledge assessment.
 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.