The Toolkit for Dutch Wealth Managers
Compliance & Advisory Automated
Stop wasting hours on manual spreadsheets. Hoi Ventures provides independent financial planners with integrated AFM suitability testing, behavioral drawdown tracking, and dynamic client risk profiling.
Three Tools to Protect and Grow Your Practice
Designed by institutional finance professionals, engineered for independent advisors.
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AFM Suitability Automator
Instantly validate client portfolios for the Zorgplicht. Combines Box 3 Monte Carlo stress testing with live EET data for SFDR/Taxonomy matching.
- • Live Dutch tax parameters
- • Automated ESG conflict flagging
- • 1-click audit-ready PDF exports
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Real-Time Drawdown Tracking
Manage client psychology during market turbulence. Visually map current portfolio dips against historical recovery cycles to prevent panic selling.
- • Historical recovery timeline mapping
- • Behavioral finance visualizations
- • Interactive client-facing charts
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Dynamic Risk Profiling
Move beyond static questionnaires. Use interactive, slider-based persona tests that lock clients into mathematical risk profiles based on tangible drawdown tolerances.
- • Interactive tolerance sliders
- • Persona-driven asset matching
- • AFM-compliant risk documentation