Institutional Features Guide: White-Label, Risk Profiling, KYC and Client Portal

The GoldKurs.ch Institutional plan is designed for asset managers, family offices, independent financial advisors and banks who manage client precious metals portfolios. At CHF 299.95/month for up to 10 users, it provides enterprise-grade tools with full white-label capability.

White-label reports

All client-facing reports (portfolio valuations, performance reports, AI Alpha Reports) can be branded with your firm's logo, colours and contact details. Reports are generated as PDF and can be scheduled for automatic delivery to clients.

Client Management and KYC

The client portal allows you to manage up to 10 client profiles with: full KYC documentation (identity documents, investment profile, risk questionnaire), AML checks, and a secure client login for self-service portfolio viewing.

Risk Profiling and Portfolio Proposals

Built-in risk profiling questionnaire (MiFID-aligned) automatically categorises clients as conservative, balanced or growth. The portfolio proposal tool generates a recommended precious metals allocation based on the client's risk profile and investment horizon.

API for System Integration

The full REST API (5,000 requests/day) allows integration with existing portfolio management systems, CRM software and reporting tools.