Portfolio Simulator – New avenues for advisory
Finatris Portfolio Simulator is a tablet-based software for efficient and goal-oriented investment advisory. It helps you demonstrate to your clients which consequences their market selection and risk-return profile have on their portfolios – hands-on. Thus you can advise and acquire your clients irrespective of time and location. The Portfolio Simulator is intuitive to use, modern and client-friendly.
Make your consultation an experience for your clients – they can engage actively. You profit by raising your rate of success.