MiFID II - Aligned Suitability Assessment for Asset & Wealth Managers

📊 Suitability & Appropriateness Assessment

Aligned with MiFID II. Compliant with WpHG. Built for today’s asset managers.

Vestlane’s new Suitability & Appropriateness module empowers asset managers to assess investors across a wide range of financial products and markets — in full compliance with WpHG and MiFID II standards.

While WpHG addresses regulatory requirements in Germany, it directly stems from MiFID II, the EU-wide framework shaping how investment services are provided across Europe. This makes the module relevant not only for German funds, but for asset managers and GPs operating across the EU.

Through a structured evaluation of each investor’s knowledge, experience, financial situation, and investment preferences (including ESG), asset managers can now build a comprehensive investor profile—going beyond professional/non-professional classifications to ensure suitable and compliant product offerings.

Navigate regulation with confidence. Know your investors deeply. Unlock broader distribution opportunities.

👉 Try yourself.

🔐 Extra Layer of Security, Without the Extra Hassle

Your fund data just got even safer.

With Two-Factor Authentication (2FA), Vestlane adds a simple but powerful layer of protection to every login. Admins stay in control, and users verify access with a quick email code—no apps, no delays.

👉 Try yourself.