| 개발자: | Liquid Edge Solutions (7) | ||
| 가격: | 무료 | ||
| 순위: | 0 | ||
| 리뷰: | 0 리뷰 작성 | ||
| 댓글: | 0 댓글 게시 | ||
| 목록: | 0 + 0 | ||
| 포인트: | 0 + 0 ¡ | ||
| Google Play | |||
기술
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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- Liquid Edge Solutions
- 플랫폼: Android 앱 (4) iOS 앱 (3)
- 목록: 0 + 0
- 포인트: 0 + 1 ¡
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«WealthPro». 플랫폼: Android. 카테고리: 금융. 개발자: «Liquid Edge Solutions». 첫 번째 릴리스: . 마지막 업데이트: . 현재 가격: 무료. 이 타이틀은 아직 AppAgg에서 평가나 리뷰를 받지 못했습니다. AppAgg는 «WealthPro»의 가격 기록, 평점 및 사용자 피드백을 추적합니다. 향후 할인 및 업데이트 받기: RSS에서 확인할 수 있습니다. AppAgg는 애플리케이션을 호스팅하거나 소프트웨어를 배포하지 않습니다. 모든 상표, 로고 및 스크린샷은 해당 소유자의 자산입니다.
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