tetralog cockpit is an interactive dashboard for managing portfolio quality, customer interactions, and needs-based product sales according to the priorities and goals of financial advisors, brokers, and distributors. With tetralog cockpit, you can effectively manage portfolio quality, customer interactions, and product distribution. In the background, the system automatically analyzes the risks and potentials in all customer portfolios and translates them into tailored investment and reallocation recommendations.
The investment advisory management cockpit displays all tasks, opportunities and potential across a large number of investment portfolios and accounts, in this case for a bank. The customer base can be interactively filtered, analysed and systematically advised to meet compliance and business criteria.