The manager portal
Organisation made easy
Time is money – for managers too. With the integrated customer, portfolio and staff management system provided by C.R.I.S., a significant reduction in terms of time and costs can be achieved. All the key control criteria are clearly structured, ensuring that you can access them easily. And of course the various management levels are reflected in the system hierarchy.
Key features at a glance:
- Adviser management
- Sales control
- Financial controlling
- Automatic fee calculation
- Self-configurable corporate messages
