Consulting

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.

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Analysis

With CRIS, you provide your advisors with direct access to your analyses and products.

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.

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Reporting

One of the main features of CRIS is the comprehensive customer overview.

The advisor quickly gets a graphically well-arranged overview of the current asset situation and is therefore able to give competent advice at any given state.

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Management

Time is money – for managers too.

With the integrated customer, portfolio and staff management system provided by CRIS, 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's hierarchy.

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