For wealth managers
Advice at scale.
Suitable, every time.
Use agents across onboarding, recommendations and client servicing, held to your suitability policy, investment policy statements and communications rules.
Where it applies
Processes to factify first.
Every recommendation tested against the client's profile and your suitability policy before it goes out.
Your profiling methodology applied the same way to every client.
Proposed trades checked against each client's investment policy statement.
Messages held to your communications and disclosure rules.
Fee schedules applied exactly as agreed, account by account.
Agents can only propose products approved for that client segment.
What gets sealed
Your real intent, one Sealed Truth.
- Why each recommendation was suitable, and under which profile
- The policy version in force at the time
- A replay of any client interaction for compliance review
Bring one process. See it Factified.
A working session with our team on one of your real processes: where its rules live today, where they conflict, and what it looks like sealed.