Advice Information

Advice Information the first step of the advisory process containing general information about the advice session. This section may be used to document how the advisory session came about, gain insights and generate valuable statistics to investor's onboarding process.

Configuration specifics

• Define what information is gathered in the questionnaire
• Define whether or not the questions is required
• Enable or disable advice information section in the advisory flow
• There are no limitation to number of questions or answer alternatives per question
• Questionnaire design supports different field types for information collection
• Can include automatic client classification that helps with investors categorization