Automated Tools for Independent Planners
Navigate the Zorgplicht seamlessly. Explore our suite of modular SaaS tools designed to automate financial stress-testing, track behavioral drawdowns, and guarantee MiFID II compliance.
AFM Suitability Automator
Meeting the AFM's Geschiktheidstoets requirement shouldn't take hours of manual Excel work. This engine validates both the financial and sustainability suitability of a client portfolio in one click.
Regulatory Engine:
Dynamically runs Monte Carlo stress tests against the latest Dutch Box 3 tax regulations while simultaneously validating ISINs against European ESG Templates (EET) for SFDR alignment.
Audit-Ready Outputs
Instantly export time-stamped PDFs proving compliance for your client files.
Real-Time Drawdown Tracker
The hardest part of wealth management isn't the math; it's managing client psychology during a market correction. This dashboard gives you the visual tools to prevent panic selling.
Behavioral Finance Visualization:
Maps a client's current portfolio dip directly against historical recovery cycles. Shift the conversation away from daily losses and re-focus clients on empirical, long-term market realities.
Client Retention
Empower your advisory conversations with clear, calming, data-driven visuals.
Dynamic Risk Profiling
The AFM routinely warns that standard "Defensive" or "Offensive" questionnaires are too vague. Our dynamic profiler replaces static checkboxes with interactive financial parameters.
Clients use sliders to dictate their maximum tolerable drawdowns in exact euros. The system then mathematically translates that psychological tolerance into a strictly enforced, compliant asset allocation model.
Mathematical Precision
Lock in client risk profiles based on hard numbers, not just sentiment.