Client discovery

Select a demonstration client

Selecting a profile loads a complete demonstration scenario. Review and amend the prefilled facts rather than entering them again.

Verify financial requirements

Investable amount Currency

Investment horizon (months) Information status

Expected annual withdrawal Information status

Liquidity reserve Information status

Verify objectives and preferences

Primary objective Secondary objective Geographic preference ESG preference Products or markets to avoid

Verify risk inputs

Use the scenario values as a starting point. Scores are inputs to deterministic risk assessment, not the final profile.

Willingness to accept volatilityLowerHigher3 Financial capacity to absorb lossLowerHigher3 Investment knowledge and experienceLowerHigher3 Liquidity resilienceLowerHigher3

Maximum tolerable drawdown (%) Reaction to previous investment losses

Review and confirm

Confirm the canonical facts below before creating the advisory case.

Profile

Investment

Objectives

Risk inputs