開發人員: mydesq AG (6)
價錢: 免費
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評測: 0 寫評論
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描述

Advisor Mobile
Advisor Online stands as a cutting-edge application designed exclusively for Wealth Management professionals, including Asset Managers, Wealth Managers, and Compliance Officers. This software seamlessly integrates essential functionalities such as CRM, Portfolio Management System, Market Data, Investment Proposals, and Business Intelligence.

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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螢幕擷取畫面

#1. Advisor Mobile (iOS) 由: mydesq AG
#2. Advisor Mobile (iOS) 由: mydesq AG
#3. Advisor Mobile (iOS) 由: mydesq AG
#4. Advisor Mobile (iOS) 由: mydesq AG
#5. Advisor Mobile (iOS) 由: mydesq AG
#6. Advisor Mobile (iOS) 由: mydesq AG
#7. Advisor Mobile (iOS) 由: mydesq AG

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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其他資訊

Advisor MobileAdvisor Mobile 縮短網址: 已複製!
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