Put the reasoning beside the recommendation.

Client Focused Reforms are built into Hanna’s foundation. Support Know Your Product and suitability reviews with CIRO-based rules, client context, product comparisons and a record of the advisor’s reasoning.

See KYP & CFR Optimizer in action

01Client & product
02Compare & assess
03Document rationale

KYP & CFR Optimizer

Keep the useful
context close.

Examine product characteristics and costs
Consider the client’s circumstances and approved alternatives
Document the reasoning and human decision

“What should I consider before recommending this product?”
Review suitability, costs, alternatives and conflicts using the available evidence. The advisor remains responsible for the recommendation.

CFR comparison of alternatives and allocation, for professional review

A MORE CONNECTED DAY

Let’s make room for
the work that matters.

Take a guided look at Hanna, from the first client question to the next step.

See Hanna in action

Put the reasoning beside the recommendation.

Keep the usefulcontext close.

Keep the work connected.

Let’s make room forthe work that matters.

Keep the useful
context close.

Let’s make room for
the work that matters.