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.
螢幕擷取畫面
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
追蹤票價
點數
0 ☹️
排名
0 ☹️
清單
0 ☹️
評測
成為第一個評論 🌟
其他資訊
你可能還喜歡
-
- Advisor X By REDVision
- iOS 應用程式: 財經 由: RedVision Global Technologies Pvt. Ltd.
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 0.0.84 Advisor X is an Artificial Intelligence-based WHITE LABELLED Multi Assets management SaaS platform for India s Top Financial Advisors. Place Mutal Funds Transactions! An advisor can ... ⥯
-
- Advisor Online
- iOS 應用程式: 財經 由: mydesq AG
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.8.0 Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which is a combination of all the functionalities they need, namely (CRM, Portfolio Management ... ⥯
-
- AB Advisor
- iOS 應用程式: 財經 由: AB Advisor JSV, UAB
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 1 + 0 版本: 24.1.0 At AB Advisor we believe that a reliable and convenient digital banking account is essential for both companies and individuals. Our goal is to empower our customers with a perfect ... ⥯
-
- Advisor 2 - FI
- iOS 應用程式: 財經 由: صندوق التنمية العقارية
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 0.5.7 The application allows Banks/Financiers of beneficiaries' projects registered via credit advisor service offered by Real Estate Development Fund in KSA. Allows them to : - Manage and ... ⥯
-
- AI Finance Advisor
- iOS 應用程式: 財經 由: Infisecurity
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 7 (4.4) 版本: 1.0 Introducing AI Finance Advisor, the revolutionary app designed to transform how you manage your finances and achieve financial goals. Whether you're looking to budget effectively, ... ⥯
-
- Aven Advisor: Credit Check App
- iOS 應用程式: 財經 由: Aven Financial
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 3,878 (4.6) 版本: 2.3.212 The Aven Advisor app is the easiest way to understand your wealth. Check your credit score, monitor your home equity, view personalized loan offers and more all in one free, secure ... ⥯
-
- Schwab Advisor Center® Mobile
- iOS 應用程式: 財經 由: The Charles Schwab Corporation
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 33 (2.4) 版本: 6.1.2 The Schwab Advisor Center® Mobile Application makes it easy for independent registered investment advisors with a valid login to monitor and manage client accounts from their iPhone ... ⥯
-
- EB Advisor
- iOS 應用程式: 財經 由: Eyeballs Financial LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.0.17 EB Advisor App The EB Advisor mobile app is the mobile version of the Eyeballs Financial dashboard that financial advisors access from their web browser. The mobile app makes it easier ⥯
- -83%
- InvestUSA: DIY Robo-Advisor
- iOS 應用程式: 財經 由: Nic Tustin
- $4.99
$29.99-83% - 清單: 0 + 0 排名: 0 評測: 0
- 點數: 1 + 0 版本: 25.10 InvestUSA is a convenient way to manage and grow your finances. Make informed decisions strategically across key markets with ease. Discover exactly which American Exchange Traded ... ⥯
-
- Dominant | Portfolio Advisor
- iOS 應用程式: 財經 由: Ivan Kostenko
- * 免費
- 清單: 1 + 0 排名: 0 評測: 0
- 點數: 17 + 1 (5.0) 版本: 10.0.3 Dominant Build Your Portfolio with AI Stop guessing. Start building. Dominant helps you create and manage a strong, diversified portfolio with the power of AI. Whether you're starting ... ⥯
-
- Moduit Advisor
- iOS 應用程式: 財經 由: Moduit Digital Indonesia, PT
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 2.1.2 Moduit Advisor app provides Moduit Advisor Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, ... ⥯
-
- The Advisor Lab
- iOS 應用程式: 財經 由: PCS Retirement, LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.2.0 Designed with financial advisors in mind, the Advisor Lab is your most powerful partner for retirement plan growth. Discover opportunities Advanced lead generation with Market Insights ⥯
-
- INDVICE - AI investing advisor
- iOS 應用程式: 財經 由: T-group
- * 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1 (5.0) 版本: 1.1 AI investing advisor-like a team of financial analysts in your pocket. Smarter, faster investing through deep, comprehensive analysis. Strategic investing starts with deep, broad ... ⥯
-
- Wall Street : Invest Advisor
- iOS 應用程式: 財經 由: Gabriel Lupu
- * 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.0.5 Wall Street : Invest Advisor is a leading investing and financial news application, providing millions of individual investors with access to free stock picks, options trades, market ... ⥯