Advisory Suite
Next level financial advisory:
Our solution gives you the freedom
to focus on what's most important - your clients.
Digital Investment Advisory for the Private Capital Market
Compliance
Effortlessly handle all required advisory steps (MiFID) for your compliance in a location-independent and paperless manner.
Mitigate liability risk
User-friendly advisory processes that are digitalized end-to-end, help prevent operational errors and mitigate liability risks.
Efficiency
Boost your efficiency by reducing administrative workload and leveraging your existing data resources to their fullest potential.
Customized advisiroy
By matching products with investors, you can provide highly individualized advice to your clients.
The Leading Distribution Platform for the Private Capital Market
Asset Managers
Unlock Your Growth Path with Individual Investors.
Fund Issuers
Digitalise your business model systematically using simple, intuitive software.
Wholesale/IFAs
For a New Status Quo in Distribution.
Banks
Provide seamless, digitalised, end-to-end financial sales – from the initial consulting through to the finalised online subscription.
Your Steps to a Successful Advisory Process
Conducted in a goal-oriented, seamless manner, from advice to subscription.
Advisory Suite
1
Invitation
You can easily invite your customers to a digital consultation via link.
2
Consulting
Take advantage of video co-browsing to walk your clients through the advisory suite and collect all necessary information. Through automated data matching, you can generate a tailored selection of suitable products - the ideal basis for providing personalized advice.
3
Subscription
Subsequently, the link for subscription will be activated.
Key Features
Efficient & Digital
Experience a fully digital, highly efficient, end-to-end process that includes every step from co-browsing-based consulting to the completed subscription, all within a single, seamless, and comprehensive solution.
MiFID Compliant
Use MiFID-compliant storage of audio / video data as well as the system’s ESG preference query features.
Optimized Product Recommendations through Data Matching
Data analytics is the key: Offer your investors personalized matchmaking by automatically matching product criteria with their investment preferences.
Automation
Simplification where it counts - after matching the target market with the investor's preferences, an automated product selection is generated along with a suitability statement.
Optimal Integration
Straightforward and secure: Easily transfer data and upload customer information from the data pool with 100% GDPR compliance.
White-label
The Advisory Suite is available as a white-label solution, enabling you to customize the platform with your own corporate design and logo to create a fully-branded, private label advisory experience.
