Iwan Schafthuizen Email & Phone Number

Are you:A Private Bank/Wealth Manager who wants to improve the advisory tool-set with a client focused and goal-based approach? Looking for an user interface that apart from being fully compliant also deals with appropriateness, suitability and cost effective and scalable advice (advisor-led and/or B2C)? A solution that guides the investment decision process and offers Goal Based Financial Planning/ Retirement Planning as add-on functionality, fully localized for different European markets?Offer not only advisory services but also add value to your clients by alerting your advisors/clients when a client is off-track achieving goals?Or a Retail Bank/Asset Manager/Fintech looking to build a leading-edge online investment platform for your clients? A platform that goes beyond execution but also provides guidance and tailored advice with constant monitoring of client’s goals and risk? And, therefore, compliant, client focused and revenue-driven?Build your own front-end or use ours? Just let me know!Iwan Schafthuizen is a thought leader in finance helping banks, wealth managers, asset managers, fintechs and insurance companies to implement goal based planning concepts for better client engagement, higher share of wallet and more scalable, cost efficient quality advice.Build your own front-end or use ours? Just let us know!

Listed skills include Risk Management, Investments, Strategic Financial Planning, Banking, and 14 others.