AVAILABLE NOW
$90 (USD) / member / month for 12 months

- Psychometric – risk tolerance tests
- Know Your Client (KYC) assessment
- Professional Judgement Matrix (PJM) that combines all factors to generate a Suitability Score for each client
- Dynamic risk capacity analysis
- Client suitability report
- Client portal and document vault
AVAILABLE NOW*
$90 (USD) / member / month for 12 months

- Modular goal planning
- Know Your Client (KYC) assessment
- Liability and debt management
- Taxes, pensions, government benefits, account ta wrapper rules for single goal analysis
- Strategic multiple asset classes with projections using your capital market assumptions
- Stochastic modeling to estimate probability of outcomes
AVAILABLE NOW
$30 (USD) / member / month for 12 months

- Morningstar data of funds, ETFs and stocks
- Compliance approved workflow
- Preferred portfolios and approved product lists mapped to Suitability Scores
- Investments, savings, annuities and insurance recommendations
- Integration to back office systems for continuous updates of onbook positions