Evaluations |
| The evaluations may be carried out for individual customers as well as for clients' groups. The possibilities of sorting, filtering (SPPS) and grouping are unlimited (criteria, organization, calculation methods, currencies, stock markets). You are able to define the evaluation system using the required parameters such as sorting/grouping criteria, calculation method (Euro method or new calculation, accountancy value and/or value of purchase, value or date of transaction), currency (client's or any currency), type of rate (client's or any rate), etc. The template will be stored. The choice of templates therefore enormously facilitates the beginning of an individually designed assessment. In Kyros, the number of grouping levels is unlimited. You will either completely or periodically receive information such as profits/losses on exchange rate, profits/losses on currency, returns, changes in value, and accrued interest, etc. In order to guarantee a fast access to previous information, individual evaluations may be stored historically. |
