| 開發人員: | Moneyinfo Ltd (227) | ||
| 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
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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- 今天: 免費
- 最小值: 免費
- 最大值: 免費
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開發人員
- Moneyinfo Ltd
- 平台: Android 應用程式 (227)
- 清單: 0 + 0
- 點數: 0 + 0 ¡
- 排名: 0
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- ShackletonNavigate
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其他資訊
- 版本: 5.0.4
- 類別 :
Android 應用程式›財經 - OS:
Android 5.0 - 大小:
21 Mb - 內容分級:
Everyone - Google Play 評分:
0 - 發佈日期:
- 發行日期:
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https://shackletonadvisers.co.uk/ShackletonNavigate 縮短網址: 已複製!- 🌟 分享
- Google Play
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