Risk models are fundamental to delivering compliant and personalized investment advice. They assess client risk tolerance and capacity to ensure suitable investment recommendations aligned with MiFID II requirements.
Objective: Classify clients into risk categories and match them with suitable portfolios. Through a configurable questionnaire, the risk model assesses client responses and assigns a risk score. You can customize the model to align with your firm's investment philosophy and risk assessment methodology.
What You'll Find Here: This section covers everything you need to understand, configure, and use risk models in the platform:
Risk Model Framework & Concepts
MiFID II: Risk Model Requirements
Admin Guide: Configure Risk Model Parameters