Category: Featured

SCOPE KYC Cloud Portal – Recent updates April 2019

Update SCOPE KYC Cloud Portal April 2019: This blog contains the most relevant developments since the last update in...

Read More

Digital Sales Strategies; Welcome new clients in our client portal  

Why is the best solution for storing customer information a client portal in a secure cloud environment?

Read More

How to give suitable advice

When developing professional skills of advisors, skills concerning understanding the customer and properly informing him are given less attention

Read More

Upgrade your know your customer inventory

Tips to upgrade your KYC inventory. Read about which information needs to be registered en how you can structure...

Read More

Comply with GDPR requirements with help from the local government

Gathering information from the government used for tax purposes saves both the client and the wealth manager a lot...

Read More