| 開發人員: | BGL Corporate Solutions (2) | ||
| 價錢: | 免費 | ||
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| 評測: | 0 寫評論 | ||
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描述
Benefits of going mobile
Improve communication with your SMSF clients.
Simplify and remove pain points with client queries.
Help educate and improve SMSF Engagement.
Improve client retention and differentiate your service.
Core Features include:
Track Investments, Respond to Queries, View Member Contribution and Pension Data.
Dashboards
Stay on top of your investment strategy. Drill into the performance and investment allocation with Listed Securities revalued automatically every day.
Pensions
Improve compliance and avoid costly mistakes with our simple to digest visual pension dashboard.
Member Allocation
Check your combined member balances and minimums for all account-based pensions.
Contributions
Track your contributions limits and ensure your clients are maximizing avalaible tax concessions.
Trustee Query
Have your client or adviser respond to unknown transactions with simple drop-down choices or alternatively take a quick photo of any supporting documents.
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- BGL Corporate Solutions
- 平台: Android 應用程式 (2)
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https://www.bglcorp.com/engage-by-bgl/Engage by BGL 縮短網址: 已複製!- 🌟 分享
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