Goal-Based Wealth Advisory
A Modern Web App for Goal-Based Wealth Advisory
Regulatory Compliance and Unique Investment Experience at Once
Our advisory suite is a customizable end-to-end application for wealth advisers to provide client-centric, personalized and goal-based investment advice fully compliant with regulations.
It automates tedious but important advisory tasks, supports the relationship manager in bespoke portfolio construction and offers a unique client experience through gamification elements.
The advisory cockpit is Goal-Based and AI-Powered.
End-to-end goal-based advisory experience. Compliant with MiFID 2, FIDLEG and PRIIPs.
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