| Pengembang: | Liquid Edge Solutions (7) | ||
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Deskripsi
Clients will use the WealthPro app to interact and communicate with their financial advisor. It’s like having your trusted advisor always with you in your pocket.
A client will be able to do the following :
Never feel unsure where you ever stand again. Take control of your finances. Accurate, up-to-date information in the palm of your hand. You can 1) identify all your investment goals; 2) do calculations and get goal estimates on your current finances; 3) create any new investment – zero paperwork; 4) track and monitor ongoing progress of your current goals; 5) send any instruction via your financial advisor; 6) have access to investment knowledge center, and 7) be able to talk to financial professionals when you need to.
Financial advisors will be able to do the following :
Dramatically reduce time spent on admin. Automate repetitive mundane admin processes. Free up time to focus on behavioral coaching and building strong relationships. Instantly create automated review processes and revision schedules. Expand the number of clients that you can effectively service from anywhere in the world. Customize your investment recommendations – your funds, your fees, your branding. Fully FAIS compliant processes. Included is a client relationship manager with API capabilities. Integrated task manager means that you will never miss an instruction again. Detailed recording keeping ensures enhanced service delivery.
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Pengembang
- Liquid Edge Solutions
- Platform: Android Aplikasi (4) iOS Aplikasi (3)
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Info tambahan
- Versi: 1.32
- Kategori:
Android Aplikasi›Keuangan - OS:
Android 4.4 - Ukuran:
4 Mb - Rating Konten:
Everyone - Google Play Peringkat:
0 - Diperbarui:
- Tanggal rilis:
Kontak
- Situs Web:
https://www.wealthpro.co.za/
Komentar (0)
Jadilah yang pertama berkomentar 🌟
«WealthPro». Platform: Android. Kategori: Keuangan. Pengembang: «Liquid Edge Solutions». Rilis pertama: . Pembaruan terakhir: . Harga saat ini: gratis. Judul ini belum mendapat rating atau ulasan di AppAgg. AppAgg melacak riwayat harga, peringkat, dan umpan balik pengguna «WealthPro». Ikuti diskon dan pembaruan di masa mendatang melalui RSS. AppAgg tidak menghosting aplikasi atau mendistribusikan perangkat lunak. Semua merek dagang, logo, dan tangkapan layar adalah milik pemiliknya masing-masing.
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