Working with us

  • EBITDA increase
    in the wealth management industry

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    - Decrease in the cost of building the private investor's profile and selecting the most suitable investment - Increase in the total revenue via involvement of a greater number of clients into greater number of the regular transactions - Better client experience thanks to: modern and short profiling process investment and behavioral training for your customers obtaining investment results truly suitable to the profile

  • Compliance with private investor protection and investment suitability regulations

  • Assessment of the Risk Profile of a private investor based on the leading Swiss methodology

  • Recommendation to the private investor of the most suitable solution from your investment universe

  • Get the maximum of investor information with the minimum efforts from his side

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    - Interactive process with game elements, total time less than 10 minutes - Short and intuitively easy questions for the investor of any sophistication level - Possibility of the detailed analytics of the results as well as user behavior throughout the process