| Vývojář: | Owl Technologies (2) | ||
| Cena: | Zdarma | ||
| Hodnocení: | 0 | ||
| Recenze: | 0 Napsat recenzi | ||
| Seznamy: | 0 + 0 | ||
| Body: | 0 + 0 ¡ | ||
| App Store | |||
Popis
DashSight Features Focus on Advisor Efficiency
• Access client households to view contact information, confirm meeting schedules and reference account balances and total household assets under management
• Create, edit and monitor existing tasks while assigning new tasks to team members
• Access client portals
• Send meeting requests to clients
DashPro is multifactor authentication-enabled using SMS and biometrics with single sign-on into participating technology platforms including custodians and other institutions.
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- Owl Technologies
- Platformy: iOS Aplikace (2)
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Další informace
- Verze: 1.3.4
- ID: com.owlinvest.ios.prod.advisor.ux
- Kategorie:
iOS Aplikace›Finance - OS:
iPad,iPhone,iOS 13.0 a vyšší - Velikost:
26 Mb - Podporovaný jazyk:
English - Hodnocení obsahu:
4+ - App Store Hodnocení:
0 - Aktualizováno:
- Datum vydání:
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