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This workstation is dedicated to the world of insurance based investment products (IBIPs). The EU Insurance Distribution Directive (IDD) imposes new regulations for the IBIP sector, in the same way that MIFID regulates the direct financial investments and assets management sector. For this reason, FIDA has now reapplied its extensive experience in Advisory Platforms to the world of IBIPs.
The platform provides for multivariate client analysis, personalisable questionnaires, control over adequacy of proposals, identification of product target markets. The platform coordinates all this information and includes a search engine on the FIDA-created databse covering the entire range of financial-content policies offered in Italy.
The high-quality database serves as the foundation for construction of the platform for advisors and brokers. The platform provides users with expressly-designed Insurance Selector (comparison) and Optimisation tools, enabling them to orient, support product selection and advise end customers according to the IDD directive on IBIPs.
This workstation is dedicated to the world of insurance based investment products (IBIPs). The EU Insurance Distribution Directive (IDD) imposes new regulations for the IBIP sector, in the same way that MIFID regulates the direct financial investments and assets management sector. For this reason, FIDA has now reapplied its extensive experience in Advisory Platforms to the world of IBIPs.
The platform provides for multivariate client analysis, personalisable questionnaires, control over adequacy of proposals, identification of product target markets. The platform coordinates all this information and includes a search engine on the FIDA-created databse covering the entire range of financial-content policies offered in Italy.
The high-quality database serves as the foundation for construction of the platform for advisors and brokers. The platform provides users with expressly-designed Insurance Selector (comparison) and Optimisation tools, enabling them to orient, support product selection and advise end customers according to the IDD directive on IBIPs.
Insurance Based Financial Advisory
This workstation is dedicated to the world of insurance based investment products (IBIPs). The EU Insurance Distribution Directive (IDD) imposes new regulations for the IBIP sector, in the same way that MIFID regulates the direct financial investments and assets management sector. For this reason, FIDA has now reapplied its extensive experience in Advisory Platforms to the world of IBIPs.
The platform provides for multivariate client analysis, personalisable questionnaires, control over adequacy of proposals, identification of product target markets. The platform coordinates all this information and includes a search engine on the FIDA-created databse covering the entire range of financial-content policies offered in Italy.
The high-quality database serves as the foundation for construction of the platform for advisors and brokers. The platform provides users with expressly-designed Insurance Selector (comparison) and Optimisation tools, enabling them to orient, support product selection and advise end customers according to the IDD directive on IBIPs.
This workstation is dedicated to the world of insurance based investment products (IBIPs). The EU Insurance Distribution Directive (IDD) imposes new regulations for the IBIP sector, in the same way that MIFID regulates the direct financial investments and assets management sector. For this reason, FIDA has now reapplied its extensive experience in Advisory Platforms to the world of IBIPs.
The platform provides for multivariate client analysis, personalisable questionnaires, control over adequacy of proposals, identification of product target markets. The platform coordinates all this information and includes a search engine on the FIDA-created databse covering the entire range of financial-content policies offered in Italy.
The high-quality database serves as the foundation for construction of the platform for advisors and brokers. The platform provides users with expressly-designed Insurance Selector (comparison) and Optimisation tools, enabling them to orient, support product selection and advise end customers according to the IDD directive on IBIPs.
Insurance Based Financial Advisory
This workstation is dedicated to the world of insurance based investment products (IBIPs). The EU Insurance Distribution Directive (IDD) imposes new regulations for the IBIP sector, in the same way that MIFID regulates the direct financial investments and assets management sector. For this reason, FIDA has now reapplied its extensive experience in Advisory Platforms to the world of IBIPs.
The platform provides for multivariate client analysis, personalisable questionnaires, control over adequacy of proposals, identification of product target markets. The platform coordinates all this information and includes a search engine on the FIDA-created databse covering the entire range of financial-content policies offered in Italy.
The high-quality database serves as the foundation for construction of the platform for advisors and brokers. The platform provides users with expressly-designed Insurance Selector (comparison) and Optimisation tools, enabling them to orient, support product selection and advise end customers according to the IDD directive on IBIPs.
This workstation is dedicated to the world of insurance based investment products (IBIPs). The EU Insurance Distribution Directive (IDD) imposes new regulations for the IBIP sector, in the same way that MIFID regulates the direct financial investments and assets management sector. For this reason, FIDA has now reapplied its extensive experience in Advisory Platforms to the world of IBIPs.
The platform provides for multivariate client analysis, personalisable questionnaires, control over adequacy of proposals, identification of product target markets. The platform coordinates all this information and includes a search engine on the FIDA-created databse covering the entire range of financial-content policies offered in Italy.
The high-quality database serves as the foundation for construction of the platform for advisors and brokers. The platform provides users with expressly-designed Insurance Selector (comparison) and Optimisation tools, enabling them to orient, support product selection and advise end customers according to the IDD directive on IBIPs.
