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Metafore lets Financial Advisors focus on there business knowing that they are compliant with rules and regulations.
Metafore is business driven system that offers a modern solution for all types of companies working within financial advisory services that makes shore that all advices are compliant.
It is a cloud based SaaS fully functional advisory software which operates in the RegTech (regulatory technology) market space. Metafore works with GDPR, MIFID2 and IDD.
Metafore is today used daily by more than 20 companies in Sweden, Norway and Finland
Metafore enables more efficient and controlled operational processes and ensures compliance with relevant rules and regulations.
We support the whole client process, it is not a start to end process; it is a recurring process.
Step 1 - Data collection/Forms/Products
Step 2 - KYC (Know Your Client) & client profile:
Step 3 - Investment advice:
1. Planning and preparation prior the client meeting. Create the best advice for the client based on the knowledge the advisor has. The advice can be changed during the client meeting as the advisor gets more specific information.
2. The meeting. If the KYC (Know your Client) has not been done prior the client meeting, it can be conducted during the meeting. Presentation of the advice includes presentations not only of the suggested advice but also information needed about each suggested financial product. It’s also important for the financial advisor to be able to prove that he or she has given this to the client. In Metafore this is done digitally by using BankID and it is logged.
3. When the client has agreed with the suggested advice it is time for signing a lot of documents. Metafore supports the administration parts like signing documents, manually or digitally by using BankID.
Step 4 - Execution of the advice
Step 5 - Control and manage of deviations
Step 6 - Reports