The analysis portal
Overview of all data
Your qualified yield estimates (market trend setting) and the results of in-depth Markowitz portfolio optimisation have a direct influence on product development – from savings plans to optimised specimen portfolios. With C.R.I.S., you provide your advisers with direct access to your analyses and products.
Key features at a glance:
- Marker trend setting (qualified yield estimates by market segment)
- Markowitz portfolio optimisation
- Product design (fund baskets, asset management, specimen portfolios, etc.)
- Recommended securities
- Product risk rating
- Daily update of all negotiable securities (market prices and facts)
