Under the rules of professional conduct and other legal requirements, asset managers are obliged to keep minutes of the investment advice they provide to clients and draw up a profile describing clients’ risk capacity and risk qualification. The asset manager uses this risk profile as a basis for defining and continuously monitoring the client’s investment strategy. The entire process is modelled in e-AMIS.
About Profidata AG
With its widely used and modular investment managaement solution XENTIS and with its best of breed wealth management offering e-AMIS (for smaller Asset Managers) Profidata proposes to the market innovative solutions coping with the pace of challenging and fast changing market requirements.