Note: If multiple distribution channels are targeted, multiple issuances must be created, as each issuance is assigned to exactly one distribution channel.
Distribution Channels using portagon go: Execution Only, Distribution, Advisory
Execution Only
Execution Only refers to the direct distribution of a company's products or services to end customers. At portagon go, this means that customers can directly access financial products through the platform, without the need for an external intermediary or broker. This enables direct interaction between customers and providers, ensuring transparent and efficient processing of financing projects.
Distribution
Distribution at portagon go involve the use of various sales channels and strategies to reach potential customers. This may include selling through online channels, partner networks, or through an internal sales team. The focus is on building strong relationships with customers and partners to offer and market a wide range of financing solutions.
Advisory
The Portagon Advisory Suite is an innovative white-label solution for digital financial investment consulting. This software solution aims to facilitate the consulting process for bank and investment advisors while minimizing their legal and liability risks. Here are the key features of this solution:
- MiFID Compliance: Integrates sustainability preferences and regulatory requirements.
- Video Meetings & Automation: Enables digital consulting and automatic documentation.
- Suitability Test: Analyzes the customer's situation and adjusts investment products accordingly.
- Digital Subscription Conclusion: Enables the digital completion of investment transactions.
- Data Storage & Documentation: Secures customer data and consulting records for compliance purposes.
- Future Development: Planned improvements in data analysis and product offering expansion.
The Portagon Advisory Suite thus represents a comprehensive digital solution for financial investment consulting, meeting the requirements of modern financial services while improving the efficiency and compliance of consulting processes.