Basic plus analysis
In addition to the comprehensive Basic adviser platform, the Advanced version of C.R.I.S. includes an analysis section with the possibility of making adjustments for market trends, optimising specimen portfolios and storing your own security products. Products can also be given risk rating and risk control performed for both customers and products.
Key features at a glance:
- Product design
- Portfolio optimisation
- Market trends estimates
- Risk assessment
- Risk control
- Manual portfolio upgrades
- Manual portfolio alert (following manual upgrade)
