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, company news, a form shop, and the complete CRM are provided. Standard PDFs and Expert Advisor PDFs are used to analyse offers.

Key features overview

• Customer/potential customer management
• Portfolio management
• Preparation of offer, including analysis of actual situation
• CRM
• Asset/fund fact sheets
• Company news
• Advisor management/administration
• Fixing of minimum transaction volume