Book a demo

See it running inside a portal like yours.

In 30 minutes we'll embed a suitability flow in a sample portal, generate the statement and send it for signature, end to end. Bring your compliance lead and someone from your platform team.

What we'll cover

• Embed a MiFID II suitability flow in a sample client portal
• Adjust a question set and publish a new version, without a release
• Generate a statement of suitability from the answers
• Send it for e-signature, archive it and update the CRM
• Walk through the audit trail your compliance team and auditors see

Prefer email? Write to hello@tervan.io. Still researching? Start with our practical guide to MiFID II.