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Consultant and Head of Service


Easily and clearly monitor the risks of portfolios held by your clients. Our monitoring-assistant lets you know when credit rating or risk levels exceed a pre-determined limit and go beyond the parameters selected of your security corridor.


The Advantage for your Clients

The financial investment remains under your support and within a defined security corridor.


Your Benefits

Your client is better advised and feels better about it, too. Talk to your clients as changes in the portfolio occur. Simple Notifications by Email.


Features at a Glance

  • The monitoring-assistant for individual investment assets and the total risk of each portfolio
  • Anonymous investment and management of your own clients
  • Access to rating-index.com with your own logo and customized colors for links and headlines for customer visits.
  • Your own login page with your own logo and colors.



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