| 开发人员: | Moneyinfo Ltd (227) | ||
| 价格: | 免费 | ||
| 排名: | 0 | ||
| 评价: | 0 我要评价 | ||
| 列表: | 0 + 0 | ||
| 积分: | 0 + 0 ¡ | ||
| Google Play | |||
说明
View your clients and their portfolio information:
• Get ready for your meetings with access to your clients portfolio and other information
• Respond quickly to client queries
• Work with different service groups of clients
• Filter your client list with advanced search capability
Communicate securely with your clients:
• Send and receive secure messages and get push notifications when your client gets in touch
• Respond to client messages quickly and easily
• Share documents with your clients
• Access an audit trail of communications relating to your client
The Shackleton Navigate app is available to colleagues and shared professional service providers of Shackleton – IM Asset Management.
Contact your Shackleton - IM Asset Management Client Service team for more information.
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价格
- 今天: 免费
- 最小值: 免费
- 最大值: 免费
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- Moneyinfo Ltd
- 平台: Android 应用 (227)
- 列表: 0 + 0
- 积分: 0 + 0 ¡
- 排名: 0
- 评价: 0
- 折扣: 0
- 视频: 0
- RSS: 订阅
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- ShackletonNavigate
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其他信息
- 版本: 5.0.4
- 类别:
Android 应用›财务 - 操作系统:
Android 5.0 - 大小:
21 Mb - 内容分级:
Everyone - Google Play 评分:
0 - 已更新:
- 发布日期:
https://shackletonadvisers.co.uk/ShackletonNavigate 短网址: 已复制!- 🌟 分享
- Google Play
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