| Utvikler: | Liquid Edge Solutions (7) | ||
| Pris: | Gratis | ||
| Rangeringer: | 0 | ||
| Anmeldelser: | 0 Skrive en omtale | ||
| Kommentarer: | 0 Legg inn kommentar | ||
| Lister: | 0 + 0 | ||
| Poeng: | 0 + 0 ¡ | ||
| Google Play | |||
Beskrivelse
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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Utvikler
- Liquid Edge Solutions
- Plattformer: Android Apper (4) iOS Apper (3)
- Lister: 0 + 0
- Poeng: 0 + 1 ¡
- Rangeringer: 0
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Tilleggsinformasjon
- Versjon: 1.32
- Kategori:
Android Apperݯkonomi - OS:
Android 4.4 - Størrelse:
4 Mb - Egnethet:
Everyone - Google Play Vurdering:
0 - Oppdatert:
- Utgivelsesdato:
Kontakter
- Nettsted:
https://www.wealthpro.co.za/
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«WealthPro». Plattform: Android. Kategori: Økonomi. Utvikler: «Liquid Edge Solutions». Første utgivelse: . Siste oppdatering: . Gjeldende pris: gratis. Denne tittelen har ennå ikke mottatt vurderinger eller anmeldelser på AppAgg. AppAgg sporer prishistorikk, rangeringer og tilbakemeldinger fra brukere for «WealthPro». Følg fremtidige rabatter og oppdateringer via RSS. AppAgg er ikke vert for applikasjoner eller distribuerer programvare. Alle varemerker, logoer og skjermbilder tilhører deres respektive eiere.
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