The SCOPE KYC Cloud Portal

The SCOPE KYC Cloud Solution is an innovative new software solution for wealth and asset managers in the European market.

Psychometric risk tolerance testing for a sustainable relationship

In the SCOPE KYC Cloud Portal you can determine the risk tolerance of your client through FinaMetrica’s market proven risk tolerance testing. FinaMetrica is the globes longest established psychometric risk tolerance test provider. The instantly available detailed risk tolerance report will help you understand your client better so you can give better advice and build a sustainable relationship with you clients.

Monte Carlo Simulation Support to determine the risk profile

With the EPI Engine, which is integrated into the SCOPE KYC Cloud Portal, you can show your client examples of the financial risk and the possible performance for a suggested risk profile in various market conditions. The EPI Engine is a high-performance programming library designed for complex financial computations such as Monte Carlo Simulations and statistical models.

Rigorous reviews protect your interest

Wealth and asset managers must comply with an ever increasing number of requirements such as MiFID II and the GDPR (General Data Protection Regulation). To ensure compliance with the regulations we work with leading law firms in the Netherlands, who are specialised in both financial law and the GDPR compliancy. Our SCOPE KYC Cloud Portal is checked regularly against the relevant regulation and updated if needed.

Happy clients are valuable clients

You would never want to jeopardise your clients livelihood by mis-framed expectations and wrong advice. To reduce the changes of miscommunication we integrated both a subjective and objective risk tolerance tool. The combination of both creates a ‘best practice’ risk profile. The SCOPE KYC Cloud portal combines the data from the EPI Engine with FinaMetrica test results and with the clients’ self assessed knowledge and experience. It generates a detailed report on which portfolio best suits the client and why. It even details why other possible portfolios do not meet the client’s needs.

Golden combo

The combination of both objective and subjective risk assessments creates a ‘best practice’ risk profile. The SCOPE KYC Cloud Portal combines the data from the EPI Engine with FinaMetrica test results and with the clients’ self assessed knowledge and experience. It generates a detailed report on which portfolio best suits the client and why. Based on this risk profile you can work with your client to determine which financial strategy suits him or her the best.

Rock solid security

The combination of both objective and subjective risk assessments creates a ‘best practice’ risk profile. The SCOPE KYC Cloud Portal combines the data from the EPI Engine with FinaMetrica test results and with the clients’ self assessed knowledge and experience. It generates a detailed report on which portfolio best suits the client and why. Based on this risk profile you can work with your client to determine which financial strategy suits him or her the best.

Interested?

Would you like to try our SCOPE KYC Cloud portal yourself? Fill in the form and we will give you a free trial account


Try it yourself

Complaince with the law

MiFID II and GDPR ready, tested regularly to insure to make sure our SCOPE KYC Cloud portal stays up-to-date.

Unique risk profile

Best practice risk profiling, with both subjective and objective risk profiles.

Safety is everyting

Hosted on the Microsoft Azure platform, making sure your information is safe in the cloud.

No miscommunications

The SCOPE KYC Cloud portal allows you to scroll back like a movie. Simply select a date, month or year and look at the situation as it was that moment.

Integrate with your favorite systems

While we have some standard integrations. we are able to integrate with all your favorite systems.

User friendly client data-basing

Client data-basing without the hassle, with our user friendly KYC portal. Just how you like it.