| 開發人員: | Findoc Financial Services (4) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 0 ¡ | ||
| Google Play | |||
描述
Key Features:
Dashboard
🔸 Top Gainers & Losers: Monitor the top-performing and least-performing stocks owned by your clients.
🔸 Top Holding Valuation: Keep an eye on the stocks with the highest valuation in your clients' portfolios.
🔸 Mutual Funds: Track the best-performing mutual funds.
🔸 Upcoming IPOs & Insurance Plans: Stay informed about the latest investment opportunities.
My Clients
🔸 Client Overview: Get a quick snapshot of all your clients' information.
🔸 Detailed Client Profiles: Access detailed information about your clients and their families.
🔸 Client Holdings: Review your clients' current holdings and upcoming IPOs.
🔸 Financials: Check client ledger, balance, and active exchanges effortlessly.
Top Performers
🔸 Performance Metrics: Identify top-performing regions, branches, and sub-branches based on turnover, brokerage, and accounts.
My Revenue
🔸 Revenue Tracking: Analyze your revenue client-wise on a monthly, quarterly, and yearly basis.
🔸 Advanced Filtering: Filter revenue data by branch, RO, and sub-branch for deeper insights.
Knowledge Center
🔸 Educational Resources: Access uploaded videos, documents, and links to enhance your financial knowledge.
Calendar Scheduler
🔸 Findoc Events: Keep track of Findoc Group events and news.
🔸 Economic Calendar: Stay updated with important market events and news.
🔸 Personal Scheduler: Add events directly to your mobile calendar.
Derivatives Positions
🔸 Client Derivatives: Monitor your clients' derivatives positions with filters for branch, sub-branch, and RO.
🔸 Market Coverage: Track NSE F&O, NSE Currency, MCX, and NCDEX derivatives.
Broadcast
🔸 Messaging: Send template-based or custom messages to your clients effortlessly.
Products Info
🔸 Investment Products: Explore detailed information about mutual funds, gold bonds, IPOs, insurance, fixed income, loans, and PMS.
Upcoming Features:
🔸 Mutual Funds Transactions: Manage SIP and lump sum transactions.
🔸 Portfolio Management: Oversee and share client portfolios.
🔸 NAV Details: View and share NAV charts and details.
Download FinDost today and start managing your clients more efficiently and effectively. Your path to financial success begins here!
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新功能
- 版本: 1.2.2
- 發佈日期:
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
追蹤票價
開發人員
- Findoc Financial Services
- 平台: Android 應用程式 (3) iOS 應用程式 (1)
- 清單: 0 + 0
- 點數: 3 + 0 ¡
- 排名: 0
- 評測: 0
- 折扣: 0
- 影片: 1
- RSS: 訂閱
點數
0 ☹️
排名
0 ☹️
清單
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評測
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其他資訊
- 版本: 1.2.2
- 類別 :
Android 應用程式›財經 - OS:
Android 7.0 - 大小:
24 Mb - 內容分級:
Everyone - Google Play 評分:
0 - 發佈日期:
- 發行日期:
聯絡人
- 個人網站:
https://www.findoc.com/
FinDost 縮短網址: 已複製!- 🌟 分享
- Google Play
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