Your Total Overview
A digital solution for financial advisers and networks that helps with compliance and let the adviser focus on efficiently advise the client.
Metafore support advisers in providing well-founded investment advice to their customers. Metafore ha developed support for all elements in the advisory process. All advices can be given digitally.
The regulator continues pressure to reduce fees and improve transparency, advice firms must communicate clearly and professionally with their clients.
Metafore gives you control of the risk level of your clients. A good understanding of your client’s risk level is the key to relevant advice.
Metafore helps you to be Compliant. Comply with MiFID II, IDD, GDPR is a must in today's advisory world and more rules are coming.
All information in one place This is what we call the TotalOverView, all information about the client in a structured and easily understandable form.
Anti Money Laundry
Anti Money Laundry (AML) EU Sanction list, PEP (Politically Exposed Person), documentation where do the money come from all this is part of the AML support we have in Metafore.
For clients with investments, savings and insurances, it is difficult today to get an total overview of their assets, as the assets are often spread in many different places. Advisors have the same dilemma since a total overview often is missing. Metafore help both advisors and clients to better financial planning through total overview over clients assets.
Metafore is a modern and comprehensive system of financial advisory. From collecting customer information, support the advisory meeting and reports, to control functions for management as well as the rule and risk function. Suitable for all companies working with financial advisory.