Risks, constraints & contracts
Handle your client data effectively
Handle customer risk profiles, knowledge, i. e. experience, and investment constraints of your customers. Easily use customer risk data with our rebalancing module in order to provide true Digital Wealth Management. Customers can be associated with organisational data such as branch membership or associated relationship managers so that you can build a multi tenant infrastructure that covers all aspects of your enterprise needs.
Portfolio management contracts and the associated documents and data structures are managed in our customer management module. It supports the complete onboarding procedure from account opening, KYC to document creation.Click here for details
Customer constraints that are defined in the customers mandate contract can be defined per customer. Customer contraints like excluding certain security types, asset classes or securities can be defined and are considered within our rebalancing algorithms.Click here for details
MiFID II compliant risk profiling and handling information about knowledge & experience of the customer provide the solid foundation for our suitability and appropriateness checks that are required for MiFID II compliant processes.Click here for details
Get in touch
Fax +49 (0)241 55 97 09 0