Your firm’s playbook, applied to every plan.
Your firm sets the limits once. Every plan, adjustment and trade is checked against them before anything moves, so you can look after many more households with confidence.
Central oversight check
AdjustedWith 3 years to go, your playbook caps this goal at risk level 2, so a bad year near the finish line cannot derail it.
Guardrails that never sleep.
Suitability
Each plan’s risk level fits the client’s goal and time horizon.
Concentration limits
No single holding grows beyond the limit your firm sets.
Private markets share
Allocations to private markets stay within your firm’s cap for each client.
Liquidity
Enough cash for upcoming withdrawals, with the years covered shown clearly.
Downturn stress test
Plans are tested against a bad year before they reach your client.
Trade surveillance
Trading is monitored for anomalies and possible manipulation.
You always see why.
If a request falls outside your playbook, the plan is adjusted to the nearest safe option and the reason is written in plain language for you and your client.
Bring your firm’s playbook to every client.
Book a walkthrough to see how oversight works.