With CRIS, your clients benefit from the combination of all digital resources with your expertise and advisory experience. Easily identify the allocation adapted to your client’s request, explain and recommend all available products, irrespective of their complexity, efficiently prepare meetings; evaluate portfolios, explain concepts, benefit from artificial intelligence to enhance your advisory abilities …
CRIS simplifies the complex. It is a global solution available to help professionals help their clients.
The simulations generated by this tool never constitutes neither an offer to buy or to sell financial instruments nor investment advice. Nor shall it act as confirmation of a transaction.
CRIS is an educational tool designed to help you better understand the potential behaviours of a portfolio across different market environments. CRIS is not an investment adviser.
The simulations are based on the foreseeable returns and volatility of the proposed portfolios. They do not take into account management fees, possible discretionary portfolio management fees or load fees for investing in these funds.
Simulations do not constitute reliable indicators of future performance. Indicated returns are not guaranteed.
Before investing, you should always contact a professional.
We value your input and welcome your questions and comments...
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