Portability Readiness

Assess your book’s portability

A quick, structured assessment of revenue attribution, documentation quality, cross-border compliance, and onboarding speed. Your inputs stay private.

Market

AUM mix (1–5)

Booking centres (0–3)

Cross-border licenses (0–3)

Product scope breadth (1–4)

Client concentration (1–5; lower is better)

Compliance / KYC portability (0–3)

Your score

73/100

Moderate portability potential

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Disclaimer: Indicative only. We do not store any data without your explicit consent.