Remove undue influence
Improve client experience and expand your appeal to bring on the next generation of digitally native users.
Benefit from a tool that reduces the time burden on your operations with all client answers automatically processed instead of relying on staff to manage questionnaires manually.
Deploy customised options
Ensure your risk-based ATR questions and levels match your firm’s underlying approach and investment models with our extensive range of customisation options.
Increase conversion rates
Rollout a tool that features an engaging user interface that seamlessly guides clients through the entire attitude-to-risk assessment process.
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