CORYX Investment Platform

Data analysis. Data representation.

C.I.P. Information

C.I.P. offers a wide range of functions for representation and analysis of your transactions. The expenditure of your time is reduced to a minimum, your freedom of choice to a maximum – C.I.P. requests for the status of your client’s portfolios are real-time operations.

In addition to the standard and individual overviews C.I.P. offers a number of information processing tools allowing you to keep track of your data. Perspectives, views, reports and report folders can be adjusted and extended according to client’s requirements.

Perspectives
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The user can set up multiple views and / or reports, arrange them, and also safe in a perspective. Perspectives are accessible via a mouse click and are suitable for the recurring work with pre-selected reports and views. They are available system-wide or for individual users only. Per mouse click perspectives can be passed on and applied to portfolios or securities accounts.

Views and Drill Down
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Individualise your visualised data with the View Manager. A single click takes you from the consolidated portfolio or securities account presentation to the corresponding detailed information. Analyse and navigate top-down to the transaction; making sure to take the full advantage of your analysis options – both, tabular and graphical.

Reporting
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Currently, approximately 30 standard reports are available. Your advantage: C.I.P. is capable of generating and mass print processing single or consolidated reports even in large amounts – for example for all client’s data. You can generate reports with a number of applied filter and group criteria, currencies and languages.

Automated report folders, document archiving
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Report Folders – administratively complex and time-consuming? Not with the flexible C.I.P. report folder manager. Report folders can be generated auto-scheduled in pre-defined intervals and stored in the document archive. The same applies to the customer newsletters. Document archiving can also be used for your own uploads – for instance, if an automatic storage of customer contracts or securities prospectuses is required.

CORYX Software GmbH
Spitalgasse 4
96450 Coburg
Deutschland

+49 9561 23 94 0
info@coryx.com

Letzte Änderung: 18. Apr 2016 @ 12:46

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