Product selection and suitability

Robust selection process

Client self-service

Clients answer and input responses online themselves. No double keying and manual data processing.

Selection & suitability

Seamless workflows guide user through product selection and suitability checks.

Risk profiling

A robust and intuitive attitude to risk (ATR) questionnaire with built in anti-gaming.

Adaptive processes and checks

Adaptive information capture adjusts to client input, removing unnecessary questions and data capture.