| 开发人员: | Liquid Edge Solutions (7) | ||
| 价格: | 免费 | ||
| 排名: | 0 | ||
| 评价: | 0 我要评价 | ||
| 评论: | 0 发表评论 | ||
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| Google Play | |||
说明
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
- 平台: Android 应用 (4) iOS 应用 (3)
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其他信息
- 版本: 1.32
- 类别:
Android 应用›财务 - 操作系统:
Android 4.4 - 大小:
4 Mb - 内容分级:
Everyone - Google Play 评分:
0 - 已更新:
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«WealthPro». 平台： Android. 类别： 财务. 开发商： «Liquid Edge Solutions». 首次发布： . 最后更新： . 目前价格： 免费. 该条目尚未在 AppAgg 上获得评分或评论。 AppAgg 会跟踪 «WealthPro»的价格历史、评分和用户反馈。 关注未来折扣和更新： RSS. AppAgg 不托管应用程序或分发软件。 所有商标、徽标和屏幕截图均属于其各自所有者。
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