Privé’s Risk Profiling and Investment Preferences module ingests everything needed to understand a client’s investment profile. This includes risk tolerance, capacity, goals, ESG stance, product type preferences, sector exclusions, regional exposure, and thematic interests. The structure, scoring, and flow can be tailored to align with your advisory model and regulatory requirements.
Client responses are stored in a structured format and scored using firm-defined logic. These inputs feed directly into suitability checks, investment filtering, and portfolio construction.
Every preference is traceable through monitoring and compliance workflows, ensuring portfolios remain aligned with client intent, advisory policy, and regulatory standards.
Capture tolerance, capacity, goals, and investment horizon using a configurable questionnaire. The system calculates a risk score and assigns a profile such as Conservative, Balanced, or Growth. Profiles are stored for use across proposal and portfolio systems.
Collect client preferences across ESG stance, sector exclusions, geographic exposure, product types, and thematic interests. These inputs are then processed by PrivéAIGO to apply investment constraints, filter products, and generate hyper-personalised portfolios aligned with each client’s profile.
All questions, scoring logic, and preference categories can be configured to meet regulatory requirements and internal policy. Firms can define separate logic for retail, HNW, or advised workflows.
Risk profiles and preferences feed directly into proposal generation, portfolio construction, and product selection engines. The system can flag misalignment between client inputs and portfolio holdings.