Investor Risk Analytics

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COMPASS Investors Risk Analytics is a sophisticated client profiling system that empowers financial institutions to define personalized investment strategies for their clients. By evaluating a client’s investment background, experience, preferences, risk-taking capacity, requirements, goals, and objectives, the system creates a comprehensive investment profile tailored to individual needs.

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Central to the solution is its sophisticated questionnaire tool, analytics models, API and UI framework, which could be seamlessly integrated with various systems, such as CRM, KYC, core banking, and Order Management. That enables banks to recommend suitable investment strategies and products aligned with client profiles at any point of the client life cycle.

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