Financial Advisory · Configuration & Master Data

Tailor the platform to your advisory practice.

Markets, economic cycles, asset classes, profiling questions, model portfolios, and financial data heads — configured once, applied consistently to every client.

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Master Data

Four masters that govern every plan

Market Master

Define region-specific details, economic cycle patterns, and asset class linkage dependencies to create a globally-aware investment environment.

Asset Class & Sub-Class

Define asset classes, subclasses, market linkages, and eligibility rules to govern how clients can be allocated across investment universes.

Profiling Questions & Model Portfolios

Six configurable question groups with weighted scoring and investor classification — feeding directly into asset allocation templates per classification band.

Income / Expense / Liability Heads

Configure master head categories that drive consistent and structured financial data capture across all client profiles.

Why It Matters

Configuration is the quality control layer

Everything downstream — snapshots, goals, cashflows, proposals — inherits its structure from these masters. Configure them well and every plan in the practice speaks the same language.

Globally-aware allocation

Region details and economic cycles shape what clients can hold.

Eligibility rules enforced

Asset class linkages govern allocations before they happen.

Weighted risk scoring

Six question groups classify investors consistently, not by gut feel.

Allocation templates per band

Model portfolios map to each classification band automatically.

Structured data capture

Income, expense, and liability heads keep every profile comparable.

Set it up once,
apply it everywhere

See how a well-configured practice turns master data into consistent, defensible plans.