| Utvecklare: | Liquid Edge Solutions (7) | ||
| Pris: | Gratis | ||
| Betyg: | 0 | ||
| Recensioner: | 0 Skriv en recension | ||
| Kommentarer: | 0 Skriv kommentar | ||
| Listor: | 0 + 0 | ||
| Poäng: | 0 + 0 ¡ | ||
| Google Play | |||
Beskrivning
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.
Ad
Skärmbilder
Prishistorik
- Idag: Gratis
- Minsta: Gratis
- Maximalt: Gratis
Bevaka priser
Utvecklare
- Liquid Edge Solutions
- Plattformar: Android Appar (4) iOS Appar (3)
- Listor: 0 + 0
- Poäng: 0 + 1 ¡
- Betyg: 0
- Recensioner: 0
- Kommentarer: 0
- Rabatter: 0
- Videor: 0
- RSS: Prenumerera
Ad
Poäng (0)
0 ☹️
Betyg (0)
0 ☹️
Listor (0)
0 ☹️
- WealthPro
Recensioner (0)
Var den första att granska 🌟
Ytterligare information
- Version: 1.32
- Kategori:
Android Appar›Ekonomi - OS:
Android 4.4 - Storlek:
4 Mb - Innehållsrankning:
Everyone - Google Play Betyg:
0 - Uppdaterad:
- Utgivningsdatum:
Kontakter
- Webbplats:
https://www.wealthpro.co.za/
Kommentarer (0)
Var den första att kommentera 🌟
«WealthPro». Plattform: Android. Kategori: Ekonomi. Utvecklare: «Liquid Edge Solutions». Första utgåvan: . Senaste uppdateringen: . Aktuellt pris: gratis. Den här titeln har ännu inte fått betyg eller recensioner på AppAgg. AppAgg spårar prishistorik, betyg och användarfeedback för «WealthPro». Följ framtida rabatter och uppdateringar via RSS. AppAgg är inte värd för applikationer eller distribuerar programvara. Alla varumärken, logotyper och skärmdumpar tillhör sina respektive ägare.
WealthPro Kort webbadress: Kopierad!- 🌟 Dela
- Google Play
Du kanske också gillar
-
- PRO exchange: trade Bitcoin
- Android Appar: Ekonomi Av: PRO – Cryptocurrency Trading Platform
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 2 + 0 Kommentarer: 0 Version: 3.3.3 PRO is a crypto exchange platform that serves both professional cryptocurrency traders and novices. The BTC exchange objective is to deliver simplicity to crypto trading as well as ... ⥯
-
- Pro SIP Calculator
- Android Appar: Ekonomi Av: Pro Advisor
- * Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Kommentarer: 0 Version: 1.7 Pro SIP Calculator is a lumpsum, SIP, SWP, EMI Calculator with bar chart facility system. Pro SIP Calculator Pro Feature: Stock Valuation Stock Intrinsic Value Peter Lynch Valuation ... ⥯
-
- Wealth Builders MF Pro Tracker
- Android Appar: Ekonomi Av: Wealth Builders MF Pro Tracker
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Kommentarer: 0 Version: 1.0.51 Welcome to Wealth Builders MF Pro Tracker, your comprehensive financial companion for seamless mutual fund management. Our app is designed to empower you with the tools and features ... ⥯
-
- PRO.FINANSY: Investing Tracker
- Android Appar: Ekonomi Av: PRO FINANSY CLOUD SERVICES LLC
- * Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 9,823 (4.7) Kommentarer: 0 Version: 2.52.2 PRO FINANSY CLOUD SERVICES LLC presents a platform and app designed for both beginner and experienced investors! New to investing and finance? Discover the best assets for your ... ⥯
- Nytt
- Wealth Portal
- Android Appar: Ekonomi Av: Wealth Portal
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Kommentarer: 0 Version: 0.2.3 Wealth Portal gives you a complete picture of all your family s aggregated wealth in real time, 24/7. Not only can you do all the usual things like access your portfolio, holdings, and ⥯
-
- Wealth Wallet
- Android Appar: Ekonomi Av: Wealth Wallet Aus
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Kommentarer: 0 Version: 5.2.4.20250822 Wealth Wallet is an online, personal financial management tool that brings together all of your information, from multiple accounts and different locations, giving you one easy-to-use ... ⥯
-
- Wealth Safari
- Android Appar: Ekonomi Av: Wealth Safari
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Kommentarer: 0 Version: 151.2.2 Wealth Safari is a state of the art investment & insurance portfolio management App for customers With Wealth Safari App, you can get several views of your portfolio which will not ... ⥯
-
- WEALTH BUILDERS
- Android Appar: Ekonomi Av: WEALTH BUILDERS BROKING AND DISTRIBUTION SERVICES
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Kommentarer: 0 Version: 1.10 WEALTH BUILDERS App is a state of the art investment & insurance portfolio management App for customers With WEALTH BUILDERS App, you can get several views of your portfolio which will ⥯
-
- Wealth Excess
- Android Appar: Ekonomi Av: WEALTH EXCESS ONE FINANCIAL SERVICES Pvt Ltd
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Kommentarer: 0 Version: 1.0.3 Wealth Excess is a digital investment platform in Mutual Funds that provides you artificial intelligence based financial recommendations and suggests optimum portfolio allocation. Our ... ⥯
-
- Wealth Raised To N
- Android Appar: Ekonomi Av: Wealth Raised To N
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Kommentarer: 0 Version: 1.0.5 Wealth Raised To N is your all-in-one investment solution, meticulously crafted to meet the diverse needs of every investor. Our platform offers a comprehensive range of advanced ... ⥯
-
- Wealth Artist
- Android Appar: Ekonomi Av: Wealth Artist Financial Services LLP
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Kommentarer: 0 Version: 1.0.4 Wealth Artist is your digital destination for Mutual Fund investments, offering expert financial guidance and precision portfolio allocation. Our platform empowers you with online ... ⥯
-
- Wealth Trade
- Android Appar: Ekonomi Av: Wealth-Traders
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Kommentarer: 0 Version: 1.0 Wealth Trade is a global award-winning Contract for Difference (CFD) trading platform offering over 250+ tradable underlying assets in Forex, shares, indices, precious metals, and ... ⥯
-
- Wealth Matrix
- Android Appar: Ekonomi Av: WEALTH MATRIX FINSERV LLP
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Kommentarer: 0 Version: 4.1.6 Wealth Matrix is the mutual fund investments application for users. Users can invest or track their investment portfolios through our app. Some of the main features of the app are: 1. ... ⥯
-
- Wealth Fincorp
- Android Appar: Ekonomi Av: Wealth Fincorp
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Kommentarer: 0 Version: 1.0.23 Wealth Fincorp is more than just a financial app it's your gateway to a wealthier future. In a rapidly evolving market, we understand the need for a platform that not only simplifies ... ⥯