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
A suite of secure digital solutions that allow advisors to seamlessly engage with customers and interact with head office and compliance teams.
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
Four Eyes is an AWS partner helping wealth firms incorporate security best practices in their migration to the Cloud.
Rest easy, we are SOC2 certified.
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