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A user-friendly environment 

Making the work for you and clients easier than ever


The entire procedure, selection of investment strategies and connection is executed in our client zone called the PurpleZone. It has been developed to be as transparent as possible for the user and you don’t need any special skills to navigate it. We aim to offer a pleasant experience where you can decide about  the future of your funds - which we want you to do undisturbed by a ton of confusing information.

How does the connection to an investment strategy work? First, the client has to fill in the investment questionnaire, forming a part of Real Account setup. On the basis of this, their risk profile is automatically evaluated. The strategies offered  to them are based on this profile. There’s an assistant system added to this questionnaire, guiding clients through the entire procedure, from start-to-finish. When their questionnaire is completed, the client can start investing in strategies. This shall ideally happen on the same day.

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