Data Mining and Controlling

By data mining all the available data, our system allows to accurately overview the development of the assets under management, the performance of different business divisions, subsidiaries, advisors and so on.

Possible options for key data are:

Asset under management by
• Class
• Country
• Sectorbreakdowns

Performance asset under management by
• Time frame
• Product class
• Business area

Risk distribution by
• Volatility
• Investment limit
• Sharpe ratio
• Value at risk

Permissions and roles system for the advisor

With help of our permissions and roles system, you can exactly mirror your organisational structure in our system. This leads to a clear responsibility and assignment distribution and allows for a display of key data by subsidiaries, regions and business divisions.

Our roles-system permits a detailed distribution of permissions, not only depending on the different areas advising, analysis and management, but also within each of these areas. You can define which advisor only gets to see his own clients, if a bank manager gets so see and edit every client of his subsidiary or if an Wealth Manager can create products in the analysis sector for his client besides advising. This way, you can create the role of a risk manager, who can focus on the risk classification of different products.

The detailed differentiation of roles in CRIS accomplishes clarity and transparency in your organisational structure.

Provision billing and supervision

Our flexible Roles-Engine allows an efficient settlement of provisions with internal and external partners. Thus, you can fully automate your inner and outer accounting.

News section / File and form upload

Our news section makes it as easy as writing an E-mail to publish any news and reports in the advisor section.