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Peter Schäfer van Wijs & van Oostveen licht de keuze kort toe: “Onze belangrijkste overweging is het gestructureerd vastleggen van informatie over onze cliënten die we vervolgens logisch gebruiken voor het bepalen van het beleggingsprofiel. 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Wijs & van Oostveen heeft reeds jaren goede ervaringen met het gebruiken van haalbaarheidsberekeningen bij het bepalen van het beleggingsprofiel. Door de berekeningen krijgt een cliënt een goed beeld van de rendementsmogelijkheden en risico’s van beleggen. Omdat de uitkomsten direct zijn gebaseerd op het vermogen van de cliënt en zijn beleggingshorizon geven de haalbaarheidsberekeningen een heel persoonlijk inzicht in de financiële toekomst van de cliënt.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Integratie en efficiency\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>Als onderdeel van de implementatie van de SCOPE KYC Cloud Portal wordt het systeem geïntegreerd door middel van een interface met het CRM systeem en Portfolio Management systeem, zodat de kwaliteit van de cliëntgegevens door de hele organisatie gewaarborgd is. 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