Asset and depot overview

Besides the usual information like master data, C.R.I.S. offers an graphical overview for:

Breakdown assets by
• Assetclasses
• Subassetclasses
• Expected investment period
• Riskclasses

Overview of single depots
• Time or money oriented yield
• Single asset development
• Assetbreakdown

Finance planning
• Pension development
• Investment limit/target/current status comparison
• Savings plan overview

Regular performance reports

You can set C.R.I.S. up to automatically give you monthly/quarterly/semi-annual and annual performance reports.

You can use every graph from the customer overview and offer the customer an overview over the respective key data for the last interval. C.R.I.S. offers by default:

• Time and money rated yield
• Transactions
• Profit and loss

Customer login

In the customer login, C.R.I.S. offers exact controls for which information should be displayed. You can comfortably configure which information should be available for the customer. For example, you can define a detailed overview for the advisor and a quick and short overview for the customer.

Automatic form and report creation

With C.R.I.S. you create all necessaty reports and forms with the push of a button. Using the iText-Technologie, all the information and every graph that are available in C.R.I.S. are automatically printed in your templates. Even when creating reports and analyses from scratch, you can exactly define content and form.

This way, C.R.I.S. offers you the automatically filled out print-outs of:

• Forms
• Individual analyses
• Offers/Products
• Product-, Funds- and Bonds-factsheets
• Contracts
• Performance reports

Risk monitoring

Our risk monitoring system checks every single depot and total portfolio of the customers every 24 hours