This training is a total of 48 minutes.
Watch our Compliance Webinar recording of September 27th 2022 in which we demonstrate our new compliance tools for advisors.
Learn more about our portfolio suitability simulator and suitability report.
- Build a new portfolio and immediately determine its suitability
- Simulate changes in an existing portfolio (addition of funds, withdrawal of funds, change of amounts, etc.) and immediately determine the impact on the portfolio’s suitability
- Identify all your clients’ accounts whose suitability does not meet their objectives and risk tolerance to reduce compliance interventions.
- See at a glance the percentage and total number of accounts with incorrect suitability.
From the suitability report, easily access the simulator in order to rebalance the portfolio.
