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.

portfolio simulator

Your benefits

Stand out from the competition with the finatris Portfolio Simulator:

  • Customers understand investment processes and diversification effect better

  • More personal customer care

  • Save time during the advisory process to have more time for clients

  • Reduced liability of the advisor

  • Acquisition and advisory irrespective of place and time

Simulation Software

The finatris Portfolio Simulator includes the following functions:

  • Advisory support, in particular for fungible investments

  • Analysis of the current state and optimization of client portfolios

  • Development of investment strategies

  • Real-time adjustment of asset classes and data

  • Individually configurable benchmarks

  • Integration of tactical signals possible

  • Attachment to minutes of client meeting as a PDF

  • White labelling – your corporate design, your markets, your benchmarks

finatris-portfolio-simulator-screen

Individual Solutions

It would be our pleasure to work out solutions with you that are perfectly tailored to your needs.

Here is a selection of ideas to extend the capabilities of the finatris Portfolio Simulator:

  • CRM link-up via interfaces

  • KYC-integration according to your specifications

  • Integration of the risk-profiling process (develop, analyze, product selection)

  • Simulation of future scenarios

  • Individual key figures

  • Point-and-click minutes of client meeting

finatris portfolio simulator individual

Convince yourself of our unique tool for customer service

Contact us so we can cater to your needs.