The adviser portal
Personalised advice right from the start
Even in your first conversation with the customer, our computer- aided selling system will put all the key customer data you need at your fingertips, including details of current investments. A detailed snapshot of the customer’s immediate situation and a personalized portfolio analysis are just a click away. Specific product or optimisation suggestions also make it easy for you to provide a completely professional advisory service.
After a successful close, C.R.I.S. supports you in the management of both your customers and their portfolios. You can also provide your customer with password-protected access to the details of his portfolio and account.
Key features at a glance:
- Account and portfolio overviews
- Performance reports
- Break-down analyses (individual securities, investment focus, asset categories)
- Detailed portfolio check
- Strategic comparative analyses
- Customer’s risk rating
- Preparation of customer analyses
- Savings plans
- CRM (Customer Relationship Management)
- Risk analysis
- Portfolio alert following asset breakdown, performance, risk and liquid ratios
- Form centre
