Metafore

Metaphore is a modern advisory system that suits all companies that work with financial advice and insurance mediation. The conditions for licensed financial advisory activities and insurance mediation are constantly changing. Finansinspektionen and ESMA work for a more controlled market through new legislation. This means increased administrative requirements for the companies operating in the market and increased compliance and risk control costs. To make this work more efficient, a system support is needed that facilitates control of the entire chain, from customer meetings to control of risk and regulatory compliance. By using Metafore, management and the board can feel confident that the company's advisors are following the processes, rules and limits that have been developed because they are integrated into the system. Management can systematically follow up risks in advising, exposure to markets and instruments and monitoring advice.

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