Replace and improve the questionnaire for risk profiling

The Profiler improves in content and in method. In terms of content, the standard investor preferences of long term risk versus reward are enriched with the mid term balance of gains versus losses (as encouraged e.g. by ESMA consultations). In terms of method, the static Q&A-format is upgraded to an interactive, personal and enjoyable proces.

We offer you an API that can be plugged into your existing investor onboarding process, but we can also help you with an accompanying screenflow.

So we don't offer you a traditional a questionnaire, but rather

- A personalized gamified journey fully tailored to the real situation of the client

- Mentally refreshing (each module uses another method to collect the information)

- Sound methodological underpinning to reveal the user’s preferences

As a bank, asset manager or roboadvisor, you can benefit from our API to enhance your investor onboarding process significantly.

The Profiler turns a legal must-do into a powerful commercial weapon; more profiles with less effort!

Basic profiler offering

作者 everyoneINVESTED BV