The adviser and administration platform
C.R.I.S. Basic offers you the possibility of creating data records for your customers that include all the basic data, plus your own and third-party portfolios. In addition, corporate messages, a form shop, and the complete CRM are provided. Standard PDFs and Expert Advisor PDFs are used to analyse offers.
Key features at a glance:
- Customer/potential customer management
- Portfolio management
- Preparation of offer, including analysis of actual situation
- CRM
- Asset/fund fact sheets
- Company News
- Adviser management/administration
- Fixing of minimum transaction volume
