CRM2Plus Information

CRM2Plus was created to serve CFPs as they navigate the new regulations imposed by CRM2. In response to the mandated disclosures, many Financial Planners began asking for custom analytics of their client's portfolios. As most of the necessary analysis was common, CRM2Plus was developed as a standardized internet application that can produce the analysis quickly and efficiently. Now, CRM2Plus is not only available for Financial Planners, but for individual investors as well. Our portfolio analysis software will allow you to: • Directly extract portfolio data from statements from various institutions • Graphically represent returns over different time periods • Compare against customized benchmarks side by side with actual performance • Analyze any form of investments all at once: an individual investment, a plan, a whole portfolio, or multiple portfolios