Profile definitions

An investor profile is a personalized assessment of an individual's financial situation, goals, and preferences, used to guide investment decisions. This information is gathered through a MIFID flow.

In the profile definition, we can define which scores should lead to which profiles. This profile is than displayed in the flow towards the counterparty and advisor. This helps the advisor define which investment products can be sold to the counterparty.

A profile needs to be requested.