Clavis Advisory Tool

Take your presentations on the next level with the innovative ClavisAdvisoryTool (CAT) built on the latest industry standards. Uncovering a suite of new sales opportunities in the customer acquisition procedure, the-state-of the art solution enables you to initiate meaningful interactions on the market trends, investment opportunities and services, bringing your customers on board.

Main Features:

- Advanced investment calculators
- Interactive portfolio planning according to your customers’ personal preferences (risk, time horizon, …)
- Different investment strategies
- Global markets overview
- Built-in contracting workflow
- Photos, videos, PDF -files for presentation purposes
- Instant e-mailing
- Secure way to access sensitive data