Conscius a/s

Portfolio Illustrator: Tool for accurate investment

Conscius is now introducing "Portfolio Illustrator", which is a tool for analyzing and recommending investment portfolios.

An accurate investment advice every time

Portfolio Illustrator strengthens the investment department and the daily advice to clients by combining portfolio analysis with structured investment advice.

Portfolio Illustrator is the optimal solution for all banks who will provide the best advice to their clients. Portfolio Illustrator helps the advisor and the customer to put together the ideal investment portfolio.

Analysis of existing portfolios

With Portfolio Illustrator advisors can analyze existing stores, accounts and securities and optimize or renew their composition. The system indicates whether there is consistency between the customer ideal and existing portfolio.

The advisory process documented

When counseling meeting is over, the proposed investment is saved and printed in PDF format. The report gives the advisor and the client a complete picture of the current assets, which makes the customer able to quickly overview the investments and relate to the proposal.