| 개발자: | Owl Technologies (2) | ||
| 가격: | 무료 | ||
| 순위: | 0 | ||
| 리뷰: | 0 리뷰 작성 | ||
| 댓글: | 0 댓글 게시 | ||
| 목록: | 0 + 0 | ||
| 포인트: | 0 + 0 ¡ | ||
| App Store | |||
기술
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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개발자
- Owl Technologies
- 플랫폼: iOS 앱 (2)
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추가 정보
«DashSight». 플랫폼: iOS. 카테고리: 금융. 개발자: «Owl Technologies». 첫 번째 릴리스: . 마지막 업데이트: . 현재 가격: 무료. 이 타이틀은 아직 AppAgg에서 평가나 리뷰를 받지 못했습니다. 사용 가능한 언어: English. AppAgg는 «DashSight»의 가격 기록, 평점 및 사용자 피드백을 추적합니다. 향후 할인 및 업데이트 받기: RSS에서 확인할 수 있습니다. AppAgg는 애플리케이션을 호스팅하거나 소프트웨어를 배포하지 않습니다. 모든 상표, 로고 및 스크린샷은 해당 소유자의 자산입니다.
DashSight 단축 URL: 복사됨!- 🌟 공유하기
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