CRM2plus Create Clarity for your Clients

Calculating Internal Rate of Return can be difficult and time consuming.  Explaining portfolio performance to clients can be challenging.

CRM2plus addresses these issues.  It gives you the capability of producing graphics that communicate this complex information to your clients.

Graph the internal rate of return of your client’s portfolios at quarterly, annual, three year, and five year intervals with ease.

Create graphics showing the cumulative amount invested into your client’s portfolio vs the overall portfolio value.

Analyse individual client accounts, or merge them and analyse entire portfolios.  Evaluate an individual client’s financial standing, or merge multiple clients together and evaluate the financials for their entire family, all without data entry.

View the analysis of the portfolio alongside an equivalent portfolio composed from adjustable combinations of leading market indices including the S&P 500, S&P TSX, 5 year GICs and more.


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