描述
Acting as a comprehensive Wealth Management tool, it meticulously monitors both hardware and software assets, aggregating vital inventory, financial, and contractual data. The application empowers asset managers with advanced portfolio planning capabilities, ensuring efficient synchronisation of holdings and instruments to meet organisational needs. With a cloud-based architecture, it guarantees a streamlined user experience, providing swift insights into asset usage across the network.
The platform boasts a centralised asset database, complemented by world-class customer support and secure access to the asset management system, making Advisor Online a reliable and user-friendly solution for wealth management companies.
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新功能
- 版本: 1.8.1
- 發佈日期:
- This update brings performance enhancements, bug fixes, and UI improvements for an optimized user experience.
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
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