InvestView is a highly interactive application to support and rationalize the sales process of complex financial products. It shows how an investment strategy would have performed in the past and what is reasonable to expect in the future, giving convincing arguments to the financial advisor.
An equation solver provides answers to any what-if scenario (e.g. how long does it take with a monthly investment of 100 at 6% interest to reach 50'000). Tight integration with Excel allows offers to be generated using customizable templates.
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