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Our Wealth Platform product supporting investment advice was launched around the same time when the challenging MiFID 2 legislation emerged. The complexity of the regulation no longer allowed our Clients to feel assured of full compliance without complex software solutions to support the work of their investment advisers. In response to this market demand and expectation, we have created the Client Meeting workflow in our Platform, which ensures that our Partners can serve their clients while staying fully compliant during each client meeting.
With the implementation of the SFDR and the rise of ESG products, investment service providers may feel that they are in a similar situation as when MiFID 2 was introduced. Although the SFDR legislation is less comprehensive and complex, its numerous articles are still uncertain, the detailed technical rules (RTS) have not yet been approved, well-established market practices are lacking, and market data providers have not yet been selected at many companies.
We know that a significant part of our personal success depends on the success of our Partners, so just as we were during the MiFID 2 implementation, we are ready to proactively support the market in successfully meeting new challenges and beyond that to promote their ESG products and transform their investment advice process. Our support is based on three pillars:
With a few adjustments and quick developments in our Wealth Management advisory platform we can greatly advance compliance with SFDR and more actively shift customer conversations towards ESG-based investment products.
We believe that the new legislation and the growing customer demand for sustainability hold not only a challenge but also an opportunity for market participants. In order to turn this opportunity into successful customer relationships, we are ready to support our partners in all areas, both in complying with the law and in improving the quality of their customer service.