For our calculator, please visit this page in a bigger-sized window.We need some more space to calculate the price of our product for your specific needs.
Our secure vault that automatically notifies you when clients need to be reassessed. It enables you to continuously access and update all client data anytime, anywhere.
Get insights in the financial situation, investment goals and risk appetite of your client and create matching investment proposals.
KYC legislation can make onboarding a nuisance. But we’ve developed a very user-friendly way to get your clients in.