The regulatory requirements for investment advisory processes have become more and more sophisticated in recent years. Advice should be honest, fair and in the best interests of the customer....
Scenarios play an important role in investment advice. They establish the context from which an investment decision is made. Only the embedding in a scenario makes the decision to...
A bank that wants to organise investment advice needs a structured approach in order to stand out from the competition in the long run. On forward-finance.de we present some...
When people try to make sustainable investment decisions as self-decision-makers, reference is made everywhere to the ESG criteria of environmental protection, social responsibility and good corporate governance. An investor...
The match between customer and investment is called suitability. Approaching the details, it becomes clear that only a section of a customer’s investment topics is considered and the collected...
The match between customer and investment is called suitability. Approaching the details, it becomes clear that only a section of a customer’s investment topics is considered and the collected...
Our solutions provide parameters thru regression analysis and other methods. For end customers such methods are too complex to understand in a short time period. Investment advisors are in...
The virus driven lockdown brings with it a massive transformation of working processes. Video conferencing, document sharing, and cloud solutions have been swiftly adopted to keep operations up and...
When it comes to the integration of the new ESG (Environmental Social Governments) regime into the architecture of investment advice, it is important to consider all phases and aspects...
How does one integrate a portfolio optimization solution into a core banking system? The migration of all Volksbanken and Raiffeisenbanken to agree21, the new core banking system of the...