Risk7
Surveillance & Suitability software used by compliance teams at wealth firms for KYC/KYP Trade Supervision and Suitability reviews.
Risk4
Advisors engage customers and interact with head office using the most secure and compelling digital solutions available today.
DIGITAL DISCOVERY
A welcoming and informative digital space where investors and advisors engage in continuous discovery on goals & risk.
Easily capture conversations and activities to
“show your work”.
These three products work amazingly well on their own, and exponentially better together.
Risk7
Surveillance & Suitability software used by compliance teams at wealth firms for KYC/KYP Trade Supervision and Suitability reviews.
“Risk7 has dramatically improved the way we work”
WANT TO LEARN HOW Risk7 CAN GIVE YOU 50% MORE CAPACITY?
Risk4
Advisors engage customers and interact with head office using the most secure and compelling digital solutions available today.
DIGITAL DISCOVERY
A welcoming and informative digital space where investors and advisors engage in continuous discovery on goals & risk.
Ready to give your advisors tools to deepen relationships and be more proactive with their advice?
Data
Services
“The rate at which consumers expect new product features means firms must synchronize their technology delivery with the speed of product development.”
Bringing confidence and scale to wealth firms innovating to meet regulatory demands & client expectations.
Head Office Toll Free
833.859.4242
Toronto Office
647.477.0965