Increase end-investor confidence through intuitive visualization.
Our suitability radar explains and evidences SAFIR ratings with an intuitive visualization of both investor and products suitability assessment. In addition to enabling product comparison, it controls both investor and products suitability assessment over time and notifies and suitability mismatch. Suitability mismatch alerting tailored according to financial advisor own policy and expectations.
- Wealth manager
- Life insurer
A radar dynamically analyzing your clients’ profile & investments, allowing a better depiction of investor’s reaction to unpredictable/ tail events, with regards to risk and loss aversion.