GUARDIAN – Financial Advisory

In this module automatically generate and send consultancy recommendations to all your clients, via email, PEC or via notifications on their smartphone, with the details of the ex-ante costs and the KIIDs/KIDs of the recommended securities and automatically attached to the email sent to the client, in a way that is totally compliant with the MiFiD II regulation. Automatic generation and sending of consultancy reports to be sent to clients, divided into different sections of analysis and summary of the recommendations sent in the period.