The digital
investor profile
A compliant and educational module
The Investor Profile module enables you to assess your client's financial situation, investment objectives and risk tolerance through a guided and structured process. A regulatory-compliant PDF summary is automatically generated and filed, ensuring traceability while enhancing the quality of your advisory approach.
Automated compliance
Ensure full compliance with regulatory requirements. Each response is traced, and a compliant PDF report is automatically added to the customer file.
Clear and educational guidance
Present the investment profile in a structured, accessible way. Help customers understand their risk appetite and the logic behind your recommendations.
Native integration
Easily connect the module to your underwriting, advisory or portfolio tools via API. Fast go-live, with no internal development required.
Take advantage of a database connected to OpenAI
Enhanced documentation for your technical teams
Take advantage of interactive technical documentation connected to OpenAI to provide instant answers to complex use cases. No need to search through FAQs or tickets: your teams have direct access to contextualized answers to speed up development.
