Suitability Rules Based & Risk Engine
Could your firm stand up to MiFID II requirements? Assess and clearly document customer’s risk profile and investment rationale using a real time engine which provides actionable insight and historical information management
SUITABILITY & RISK EVALUATION
SUITABILITY RULES ENGINE Real-time checks comparing customers’ profile according to experience, knowledge of financial products, liquidity, time horizon, financial position
RISK ENGINE Assess and clearly document the customers’ risk profile and rationale for their recommendation
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