Suitability & Acceptance Portal
WealthTech Pros
Proof of Concept — Digital suitability report and platform acceptance for wealth management clients
Client Portal
The client's personalised suitability report and acceptance journey — review the recommendation, confirm details and accept.
OPEN CLIENT PORTAL →Adviser Dashboard
Migration analytics, cohort selection and the suitability data lineage — the working view for advising on a book.
OPEN ADVISER DASHBOARD →Admin Portal
Data ingestion, cohort rules, migration screening and the full admin console for WTP staff.
OPEN ADMIN DASHBOARD →