Sway Clients

  to your side

  of the table

Built to make

your life simpler. 

  • A tool through which you can inform clients about acceptable levels of investment risk – consistently updated to meet changing regulatory requirements (e.g. MIFID), lowering the risk of legal action;
  • Easily adjustable to the changing predispositions of your clients, and allows them to simultaneously tweak their portfolios according to such changes;
  • Increases the flexibility of client investment portfolios, leading to a higher degree of satisfaction and a lower risk of irrational behaviour on their part;
  • Diminishes the risk of poor decision making undertaken by the client, in the name of the client;
  • Strengthens trust in the advisor, and makes room for you to focus on long-term relationship building;
  • Provides a source of competitive advantage for yourself in the advisory sector.

Full service at a fraction of the cost

RiskLevel Metr

Conservative

RiskLevel Metr

Balanced

RiskLevel Metr

Aggressive

Modul RiskLevel Metr

Panel analytics, including investor’s risk level and suggested asset allocation

RiskLevel Metr’s support according to your available assets classes

Application Update

Modul RiskLevel Metr

Panel analytics, including investor’s risk level and suggested asset allocation

RiskLevel Metr’s support according to your available assets classes

Application Update

Historical Portfolio Analysis

Monte Carlo Analysis of the portfolio

Modul RiskLevel Metr

Panel analytics, including investor’s risk level and suggested asset allocation

Risk Level Metr’s support according to your available assets classes

Application Update

Historical Portfolio Analysis

Monte Carlo Analysis of the portfolio

Scenario Analysis

Newsletter about IF & ETF markets as well as an analysis for the Clients

An educational platform for your Clients, including behavioural finance articles

Press about Capital Lab

 

RiskLevel Metr
RiskLevel Metr
RiskLevel Metr
RiskLevel Metr
Find out more

If you would like to find out how we can assist you in reaching your business objectives, contact us on the form to the right of the page. Find out what we do on the go by following us on Facebook, Twitter or LinkedIn.

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Address

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03-901 Warszawa

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Contact

Email:

kontakt@capitallab.pl

Our team of experts responds to your queries.

Remember: Investing in capital markets carries with it its own degree of risk and it does not guarantee the realisation of predetermined investment goals, neither the reward of certain investment results.

RiskLevel Metr

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