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"The assessment of suitability is one of the key requirements for investor protection"
European Securities and Markets Authority (ESMA), 2017
"Rich customer data gathered through profiling questionnaires is under-exploited by banks."
IBM Analytics, 2018
Create a customized client suitability assessment questionnaire
Send it to your client, who can fill out the questionnaire online on any device
Get deep insights into your client's investment profile and enhance your client segmentation
Make tailored recommendations taking into account your true client's investment preferences and biases
Different investor profiles can be assessed with 80% of predictability thanks to advanced behavioral finance models
Our solution can be easily adapted to different regulations
Highly customizable platform with 30+ different designs and a white label option